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Finance/From delivery to invoice and settlement

See which invoices are ready, which are blocked — and why.

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Covex for finance

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things must be in place before an invoice is ready: proof, price and the customer's references

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kinds of rule-based surcharge: fuel by index, environmental, island, weekend and currency

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kinds of claim: damage, shortage, wasted journey and refused delivery

How it works

From delivered to invoiced, without a spreadsheet on the side.

Invoicing

Ready versus blocked

Invoices sit in two piles — ready and blocked — with the reason alongside. An invoice is ready when the delivery has proof, a price and the customer's references.

Settlement

Settlement by agreement

Hauliers and drivers are settled according to the resource agreement. In the carrier portal, the haulier sees what has been approved and what it covers.

Supplier invoices

The collective invoice, split

A supplier's collective invoice is split down to the individual orders, so cost lands where it belongs — and deviations from the order's cost price become visible.

Surcharges and rates

Surcharges and rates

Fuel by index, environmental, island, weekend and currency are calculated by your rules. Rates are fetched daily, and old invoices keep the rate they were made with.

Claims

Claims with evidence

Damage, shortage, wasted journeys and refused deliveries. Deviations come from the field with a code and a photo, so the case has its basis from the start.

Reports

DB1 you can believe

Revenue, cost and DB1 per month, customer, department, forwarder and lane. Lists can be exported as spreadsheets with real numbers.

Integrations

Talks to your finance system

Invoices, credit notes and payment status go to and from e-conomic. E-invoices in UBL 2.1 and Peppol BIS Billing 3.0 for NemHandel: the file is generated.

TODOCustomer quote — to be replaced by an approved quote

A quote from a finance lead who uses Covex day to day will go here.

Explore the tools

Finance

Invoicing ready versus blocked with the reason alongside, settlement and DB1 per customer and lane.

Service levels

Delivery reliability per zone, customer and carrier, with penalties — plus scenarios on a snapshot.

Ingrid

The pricing and tender engine: zones, lane matrix, segments A–F and a margin target per segment.

The Covex agent

Ask about operations in plain language. The agent proposes actions and only acts when you confirm.

FAQ

Because something is missing: proof of delivery, a price or the customer's references. The reason sits next to the invoice, so you can see what is needed before it can go out.

e-conomic is ready: invoices, credit notes and payment status. For e-invoicing, the file is generated in UBL 2.1 and Peppol BIS Billing 3.0 for NemHandel.

No. Invoices are sent to e-conomic as drafts. That is deliberate: the numbers in the accounts should be approved by a person.

DB1 is sales minus cost, relative to sales. Reports show revenue, cost and DB1 per month, customer, department, forwarder and lane.

Yes. Currency is part of Surcharges and rates. Rates are fetched daily, and an invoice keeps the rate it was made with.

Credit checks via Creditsafe with automatic holds after the due date are built, but need an agreement with Creditsafe before they can be switched on.

Yes. Lists in Covex — such as orders, invoices and reports — can be exported as spreadsheets with numbers you can keep calculating with.

See why an invoice is blocked

Book a demo and see invoicing, settlement and reports in Covex.

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