We're excited to introduce a new feature that allows our clients to seamlessly generate PDF invoices for transporters (vendors) directly from the Vendor Payout page. This feature eliminates the need for manual PDF creation, and digitizes vendor invoice creation, saving time and minimizing errors.

How Does the Feature Work?

• The PDF invoice feature can be enabled or disabled at the organization level, ensuring that only authorized organizations have access to this functionality.

• Action Menu Options: For organizations with PDF invoice enabled, two options will appear under the "Actions" menu for each payout entry: "Download Excel" and "Download PDF".

• Excel Download: The "Download Excel" option will download the existing payout details Excel file, providing clients with the familiar Excel format.

• PDF Invoice Download: The "Download PDF" option will generate and download a PDF invoice based on the provided template, streamlining the invoicing process.

The PDF invoices get reflected in the respective finance/payment tools of the clients, from where they can be shared and used as required. 

Client Benefits

• Reduced Manual Effort: Eliminates the need for manual PDF creation, saving valuable time and resources.

• Enhanced Accuracy: Automated PDF generation minimizes the risk of errors, ensuring accurate and consistent invoices.

• Improved Efficiency: Streamlines the vendor payment process, making it more efficient and time-saving.

With the elimination of the manual effort, improved accuracy, and the overall enhancement of the efficiency of their vendor payment processes, the feature empowers our clients to automate PDF invoice generation and ensure seamless financial management.