Generating and sending invoices

Each customer has an invoicing preference: per order, one invoice per shipment, or consolidated, where orders accumulate onto one open invoice until you generate it. An order becomes ready to invoice the moment it’s collected or delivered, depending on that customer’s trigger setting.

Reviewing before you bill

The Invoicing screen groups ready orders by customer so you can review revenue, fuel levy and accessorial lines before generating the invoice PDF, and catch anything priced manually or flagged as an exception first.

Syncing to your accounting platform

If you’ve connected Xero, generated invoices push across as draft transactions with the correct GL mapping, and their paid or unpaid status syncs back automatically, so your books and Kahala TMS never disagree about what’s been paid.