Transport orders

# Prices, costs and invoices of a transport order

Add cost elements or a spot quote to an order, see its expected revenue, costs and ledger, and create an invoice from it.

Updated October 5, 2026

**Who can do this:** Requires the financial feature on your platform. The ledger and expected amounts need the ledger permission.

With the financial module, a transport order carries its own money: what you charge the customer, what it costs you and the invoices that follow. This article covers the order side. For pricing rules and invoicing in general, see [Pricing](/en-us/help/pricing) and [Invoices](/en-us/help/invoices).

## Choose the administration

Pick the **Administration** in the order form before the first save. It decides which company invoices the order, the payment terms of a quote and the transport order terms printed on the order PDF. It cannot be changed after the order is saved.

## Add cost elements

1. In the order form, go to **Cost elements**.
2. Click **\+ Add cost element**.
3. Choose the category in **Select pricing category**.
4. Choose the company the amount relates to and enter the amount.
5. Optionally add a **Description**.
6. Click **Save** on the order.

Shipments have their own **Cost elements** section in the shipment form.

## Build a spot quote

1. In the order form, switch on **Spot Quote**.
2. Optionally choose a price configuration in **Select pricing...** and click **Generate** to calculate the quote lines from it.
3. Check or add quote lines with their **Price**, **Quantity** and VAT rate, and the **Costs**. The form shows the **Subtotal**, **Total** and **Net profit**.
4. Click **Save** on the order.

While a spot quote is on, its cost lines replace the separate **Cost elements** section. Once the quote is saved, you cannot switch **Spot Quote** off again. On a requested order, **\+ Create quote** opens the edit form at the spot quote. When the order is accepted, its quote is accepted too.

## See the financial result

* The order details show **Quote** (the quote with its status), the **Invoice** links with their status, **Expected turnover** and **Expected costs**.
* The **Ledger** tab shows all revenue and cost entries booked on the order.
* In the transport orders list, add the invoices column to see the invoices of each order with their status.

## Create an invoice

1. Open the order. It needs an administration.
2. Open the options menu (⋮) and click **\+ Create invoice**. You can also right-click the order in the list.
3. Check the invoice form. The customer, administration, reference and the order are already filled in.
4. Save the invoice.

See [Invoices](/en-us/help/invoices) for sending and following up invoices, and [Quotes](/en-us/help/quotes) for quotes in general.

## Related articles

* [Create and send quotes](/en-us/help/quotes)
* [Create, send and follow up invoices](/en-us/help/invoices)
* [Set up price configurations](/en-us/help/pricing)
* [Set up administrations](/en-us/help/administrations)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en-us/contact)[Report an issue](/en-us/report-issue)

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Canonical page: https://transportial.com/en-us/help/transport-order-financials