Platform / Money / Billing

Billing

Billing is where a delivered load turns into a bill the customer actually receives, and where the company watches, chases, corrects and banks the money that comes back.

46
Capabilities, all live
100%
In production
Money
Pillar

From the Lanexa 2.0 capability register · version 2.0.37 · reviewed 2026-08-24

AUTO

Double-entry accounting posts itself

A trigger on both the invoices and the invoice-payments tables calls a re-posting routine after every insert, update and delete. For an invoice it deletes any previous postings for that document and — unless the invoice is DRAFT, CANCELLED

AUTO

The load's journey timeline gets stamped

An event with the amount and currency is written on invoice insert, deduplicated by invoice id, and the whole thing is wrapped so a failure warns rather than blocking the invoice (). A separate trigger does the same for payments.

AUTO

Everything is audited three ways

A change-log trigger records before and after states on invoices, invoice line items, invoice payments, factoring tables and detention charges. The payment routine writes an activity-log line naming the amount, the invoice and the resulting

AUTO

The commit clock starts on its own

The first time an invoice leaves DRAFT, a trigger stamps the moment. Three days later a second trigger begins refusing changes to its financial fields ().

01
Price a fuel surcharge from the index
"+ Fuel Surcharge (indexed)" asks the database resolver for the customer's indexed schedule against this week's diesel index and writes the provenance verbatim as the line description ().
02
Add a charge line from the catalogue
"+ Add Charge…" offers the fixed charge-code catalogue grouped by category; the code auto-fills the description and whether it is taxable, and refuses to add the same code twice (it flashes the existing line instead) ().
03
Download the invoice as a PDF
Detail footer → Download PDF. Also files a copy into the document library automatically ().
04
Void an unpaid invoice
Row menu → Void…. Requires a typed reason of at least 10 characters. Keeps the number and the history; cannot be undone ().
05
Push one invoice to QuickBooks
Sync to QuickBooks in the invoice detail footer. Refuses drafts locally with an explanation rather than round-tripping ().
06
Email the invoice with its document packet
From the detail footer, Send (or Resend). Generates the invoice PDF — optionally combined with Bill of Lading and Proof of Delivery into one file — attaches any other catalogued load documents, and sends one email ().
07
Record a payment
Row menu → Record Payment, or the detail footer button. Enter amount, date, method, reference and notes; Pay in Full fills the outstanding balance (). The method list is fixed: Check, ACH, Wire, Credit card, Cash, Other ().
08
Raise a credit memo (row menu)
Row menu → Credit memo…. Amount plus reason; issues a negative invoice numbered dated today ().
CapabilityStatus
Edit a frozen invoice with a reasonNot built