When you log in to Koho, at the top bar you will see a menu item of “Invoices”. Clicking this will take you to a table containing all invoices for your shipments. This invoice table is a list of all your shipment invoices, ordered by newest to oldest invoice. You can apply filters to find a specific invoice. You can also use the search to find a specific invoice. Clicking the invoice number will take you to the invoice. Clicking the shipment ID will take you to the shipment details page.
You can filter the invoice table by the invoice status:
1. Click the “Filters” button. You will see a dropdown list of the invoice statuses to select from. Check with invoice statuses you wish to see and click “Apply.”
2. The invoice table will filter and list the active filters you have selected. If you wish to remove a filter you can click the red x next to the applied filter.
There are 7 invoice statuses: outstanding, paid, partially paid, past due, dispute, void, and active adbills.
When an invoice is first issued, it will be in the outstanding invoice. Meaning that the invoice balance is currently not paid but it has not reached its due date.
This is an invoice that has been fully paid.
This means that the invoice has not been fully paid - that only a partial amount of the full payment has been made. The balance amount will reflect the remaining balance.
This means that the invoice full amount has not been paid and that it is past its due date. If you have any invoices in a past due status, Koho will not be able to book any more shipments until they have been paid.
This is the status an invoice is in when there is an active dispute with the carrier that Koho is conducting on your behalf. While in the dispute status an invoice will not be considered past due.
This means that the invoice is voided and no longer outstanding.
This means that the invoice has an additional charge. The most common issues stem from incorrect shipment information. One example is from Carriers re-weighing the freight and charging based on the discrepancy or if the customer needs a liftgate but one was not selected when booking the shipment.
