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  • CLOUDEX TMS - ENGLISH

  • 1. Client orders

    • Order registration

    • Delivery via Terminal

    • Multiple Pickup or Delivery Addresses – Multibooking

    • Current Orders

    • Save to the customer database

    • Obtaining GPS data for a customer order

    • Search / Filters and Their Use

  • Settings

    • E-mail settings

    • Create google email password

    • Office365: HOW TO GET TenantId, ClientId and ClientSecret

    • Microsoft email configuration

    • Order conditions update

    • Set up Office365 e-mail

    • HOW TO CHANGE APPLICATION Callback URL in Azure Portal

  • Order for carrier

    • Transport order for Carrier, CMR and invoice upload

  • Driver app "Cloudex drive"

    • Clear Storeage

  • 6. Outgoing invoices (debtors)

    • Outgoing invoice payments

    • Invoice "Date sent"

    • How to connect your bank account with GoCardless

  • Integrations

    • Shipment manifest export to CLOUDEX API

  • How to send electronic invoice to your customer

  • Tips and tricks

  • Trip planning

    • Planning desk

Books
CLOUDEX TMS - ENGLISH
6. Outgoing invoices (...

6. Outgoing invoices (debtors)

Outgoing invoice payments

1. Payment of Outgoing invoices - automated data Import from the Bank2. Linking Incoming Bank pay...

Invoice "Date sent"

This will answer the question of when the Invoice “Date sent” is set automatically and when the u...

How to connect your bank account with GoCardless

To enable automatic bank statement downloads (up to 3 times per day), you need to connect your ba...

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Created 1 year ago by Janis Veldre
Updated 2 weeks ago by Janis Veldre
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