Product
Invoicing & Financial Management
Close the financial loop without leaving Transportial, from first quote to final payment.
4
Invoice statuses
Stripe
& Adyen integrated
∞
VAT configurations
Auto
Ledger attribution
Transportial's financial module handles the entire revenue and cost cycle: quoting, invoicing, approval workflows, payment collection, and financial reporting, all attributed back to the transport orders that generated them.
Key highlights
- Full invoice lifecycle: Invoices move through draft → sent → approved → paid. Every status change is logged, and approval workflows can be configured to require sign-off before issuing.
- Inbound and outbound: Manage both your own invoices to customers (outbound) and invoices from subcontractors (inbound) in a single view, with configurable VAT/tax rates per country.
- Quotes & tenders: Generate detailed quotes for customers with accept/reject/counter workflows. Post freight tenders to carriers and receive bids directly within Transportial.
- Automatic ledger entries: Trip and consignment data automatically creates the corresponding ledger entries. Finance teams see cost and revenue attribution without manual journal entries.
- Stripe & Adyen payment collection: Embed payment links in invoices so customers can pay online, directly attributed to the invoice.
- Per-business administration: For multi-tenant deployments, each business has fully separate financial accounts, invoice series, and VAT settings.
How it works
Orders build the invoice
Completed transport orders carry their calculated prices with them. Generate an invoice per order or bundle a period's orders for a customer into one collective invoice; the line items come from the operational data, not from re-typing.
Review as a draft
Invoices start as drafts. Check the lines, adjust where needed, and add ad-hoc charges. Configurable approval workflows can require sign-off before an invoice can be issued.
Send and track
Send the invoice as a branded PDF by email directly from Transportial. The invoice moves through sent, approved and paid statuses, and every transition is logged.
Collect payment online
Embed a Stripe or Adyen payment link in the invoice so customers can pay by card or bank transfer. Payment webhooks update the invoice status automatically.
Register inbound invoices
Invoices from subcontractors and charter partners are managed in the same module, matched against the work they invoiced, with their own approval routing to the responsible team.
Technical details
Invoice PDFs are generated server-side using the document template engine. Payment webhooks from Stripe and Adyen are processed by the Worker node, automatically updating invoice status and ledger entries.
Frequently asked questions
Can Transportial create one collective invoice for multiple orders?
Yes. You can invoice per transport order or bundle all of a customer's orders over a period into a single collective invoice. Line items keep their link to the underlying orders either way.
Does Transportial replace my accounting software?
Transportial handles the operational side of finance: generating, sending and tracking invoices, and attributing cost and revenue per order. It integrates with accounting systems such as Exact, so bookkeeping stays where your accountant wants it while the data entry disappears.
How does online payment collection work?
Connect Stripe or Adyen and Transportial embeds a payment link in your invoices. When the customer pays, the webhook updates the invoice to paid automatically and the ledger entry is recorded.
Can I require approval before an invoice is sent?
Yes. Approval workflows are configurable, both for outbound invoices before they are issued and for inbound invoices from subcontractors, which can be routed to the responsible team managers.
How is VAT handled for international transport?
VAT rates are configurable per country and per line, and for multi-entity or white-label setups each business has its own financial administration, invoice series and VAT settings.
View all features
Transport Order ManagementInteractive Plan BoardAI-Powered Trip OptimisationFleet & Resource Management3D Load PlanningOpenMove Driver AppReal-Time Vehicle TrackingMulti-Modal RoutingPricing EngineInvoicing & Financial ManagementMessage AutomationsDocument Management & GenerationIntegrated Email InboxIn-App ChatCustomer & Business PortalIntegration FrameworkReporting & InsightsMulti-Tenancy & White-LabelSecurity & Access Control
Ready to put this to work?
Start free with full platform access, or talk to our team about your specific operation.