Navigation Menu > Billing & Payments > Generate Invoices
To Finalize Billing within MSWhse:
1. Log into both MoversSuite and MSWhse.
2. In MSWhse complete an audit/confirmation of the following:
•All transactions for the previous month have been transitioned to completed status.
•All additional Charges have been entered.
3. Once confirmation is received that all activity and transactions for the previous month have been entered, go to MSWhse > Navigation Menu > Billing & Payments > Generate Invoices.
4. Click the green Finalize button at the bottom right of the screen and allow MSWhse to complete the finalization process.
5. Once complete go to MSWhse > Navigation Menu > Billing & Payments > Invoice History.
6. Go to the month you wish to import into MoversSuite. Click the black Export button at the top right of the table.
7. An Excel spreadsheet will be downloaded when ready.
8. Open the spreadsheet and sort by Warehouse. Each Branch/Warehouse will need to be removed from the original spreadsheet and pasted into a separate spreadsheet for importation.
9. Save the spreadsheet.
10. Proceed to Generic Revenue Import in MoversSuite.