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Coyote Measurement

Invoices

Invoices are generated from approved, uninvoiced settlement charges. Manual invoice creation is not available at /invoices/new; that URL redirects to the invoice list.

Generate invoices

  1. On Settlements, choose the service month.
  2. Generate and approve the intended charges.
  3. Select Generate Invoices.
  4. Open Invoices and filter by number/partner, type, or status.

Invoice types are Customer Invoice (receivable) and Carrier Settlement (payable). Statuses shown in the app are Draft, Approved, Sent, Paid, and Void.

Review and send

Open an invoice to verify:

  • partner and invoice type;
  • invoice, service-period, and due dates;
  • line-item quantity, unit rate, and amount;
  • subtotal, tax, total, and paid amount; and
  • the GOV/GSV/NSV basis inherited by each generated charge.

Draft invoices can be approved; approved invoices can be sent. When QuickBooks is connected, approved or sent invoices can be pushed or re-synced, and synced invoices display the QuickBooks external ID.

PDF generation from the legacy settlement-review screen is not currently available. Use the supported invoice detail and accounting-sync actions shown in the app.