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Invoicing & Financial Management

Close the financial loop without leaving Transportial, from first quote to final payment.

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InvoicingStripeAdyenQuotesTendersLedgerVAT
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.
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.

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