Invoices in Dashboard

You can track the payment status of an invoice on the Invoices page. Invoices move through different statuses such as open, paid, hold, return, abandoned, and voided.

Filter invoices 

On the Invoices page, utilize the buttons above the list to filter the view. Options to filter by include frequency, status, creation date, due date, and more.

Statuses:

• Open: The consignee has received the invoice via SMS, email, or both.
• Paid: The invoice is paid and can be delivered.
• Hold: The shipment is on hold until the consignee pays the invoice.
• Return: The shipment is to be returned to the sender.
• Abandoned: The consignee and shipper were unwilling to pay duty and tax and the shipper was unwilling to pay for the return.
• Voided: You can void an invoice for any reason to stop the collection process.

Creating invoices 

You can create individual invoices in Dashboard or upload a list of invoices.

Create invoice in Dashboard

Create invoice via API

1. Go to Dashboard -> Customs invoices -> New invoice.
2. Under the Consignee information, enter the Full name and Email.
3. Under Billing information, select the Country.
4. Optional— After selecting the country is selected, enter the address.
5. Enter the Phone number.
6. Select Currency.
7. Enter the amount for Duties Taxes and Fees.
8. Click Send invoice.

Note: We recommend providing the sender information on all customs invoices. Having the sender information along with the tracking number makes it easier for the consignee to trust the customs invoice. If you are using Collect guarantee, the sender information is required to create the invoice.

Bulk invoices creation 

In the top right of the invoices page, you can upload a list of invoices to send to consignees for collection.

1. Dashboard -> Collect -> Customs invoices.
2. Download the template CSV and add your product data. For create invoices to function properly, it is critical that the data uploaded via CSV is formatted correctly using the sample CSV template in Dashboard.
   1. Name, Email, Phone, Amount and Currency are required.
   2. The template must be uploaded with the exact header columns; if a header is deleted, the upload will fail.
3. Upload your completed CSV file by clicking browse to locate the file or by dragging and dropping the file into the window.
4. Once uploaded, a preview of the CSV will show up; review it to ensure you filled out the fields correctly.
5. Click Upload. Once submitted, sit tight until the customs invoices are created. Once complete (usually less than five minutes), your request will appear in the Customs invoices list. Save

Calculate duty and tax upon invoice creation 

If you want to use Zonos duty and tax calculations and apply it to the invoice, you can provide additional information. Zonos Classify can automatically assign the harmonized code based on the provided item descriptions and Zonos Landed Cost will calculate the total duties, taxes, and fees. By having Zonos do the calculation automatically, customs can ensure collection on every import above the de minimis threshold without additional effort.

mutation ClassificationsCalculate($inputs: [ClassificationCalculateInput!]!) {
  classificationsCalculate(input: $inputs) {
    id
    name
    categories
    imageUrl
    hsCode {
      code
    }
  }
}

Export invoices 

You can export all of your invoices or a subset of them (as a CSV file) by using the Export feature.

1. Go to Dashboard -> Customs invoices.
2. In the upper right-hand corner, click Export invoices.
3. Select the Date range and Status.
4. Click Export.

Modify an invoice 

Though modifications to an existing invoice are not available, you can duplicate a customs invoice and make changes. Remember to void the previous invoice if you are sending an updated invoice to a consignee. Voiding and creating a new invoice is necessary to add additional fees to an invoice such as storage fees.

To duplicate an invoice

1. Go to Dashboard -> Customs invoices
2. Click the overflow menu (...)
3. Select Duplicate invoice

To void an invoice

1. Go to Dashboard -> Customs invoices
2. Click the overflow menu (...)
3. Select Void invoice

View and manage an invoice 

When you select an invoice, the details page appears. Within this details page, there are multiple functions you can perform, including altering the invoice, attaching a note, resending the invoice, or obtaining a downloadable receipt. These available functions correspond to the current status of the invoice.