Shipment to invoice
From bill of lading
to customer invoice
Upload a bill of lading and get a customer invoice priced from the sales order, ready for approval.
The question: How do I create customer invoices automatically from bills of lading?
The short answer
InvoiceIQ AR by Analytos turns a bill of lading or shipment confirmation into a customer invoice. It reads every line, finds the sales order in your ERP, checks what actually shipped against what was ordered and already billed, and raises the invoice at the sales-order price. The shipping document proves what left; the order decides what it costs.
How it works
- Step 1
Upload
The BOL or confirmation is uploaded on AR Scan; a scan or photo inside a PDF is fine.
- Step 2
Extract
BOL number, ship date, SO number, consignee and customer ID, carrier and commodity lines.
- Step 3
Look up
The sales order, what remains to invoice per line, and each item’s revenue coding.
- Step 4
Match
Lines are paired on SKU, not on the order of rows in the PDF.
- Step 5
Preview
The invoice is shown exactly as it will post, with every warning.
- Step 6
Post
A person approves; the invoice posts and the order is drawn down.
Exceptions, and what happens to each
| Situation | What InvoiceIQ does |
|---|---|
| No fulfilment on the order | Held in Pending Fulfilment; cannot be invoiced until goods movement is recorded. |
| Partial shipment | Only the shipped quantity is invoiced; the rest stays open. |
| Over-shipment | Invoiced and flagged for review, never silently dropped. |
| Already invoiced | Filed as Already Invoiced; never billed twice. |
| SO number unreadable | Sent to Needs Review with the reason. |
Controls
- Two checks block rather than warn: fulfilment required, and shipped ≤ fulfilled
- Every Generate attempt, posted or refused, is on the Posting Log
- The BOL’s printed price is never used
Is this a fit?
A good fit when
- BOLs or shipment confirmations are the billing trigger
- Invoices are keyed by hand today
Not the right tool when
- Service invoices with nothing shipped (use a 2-way policy)
Evidence
- CapabilityAR Scan, AR Inbox with four routed buckets, and invoice preview ship today.
How we label claims: evidence and claims policy.
Frequently asked
questions
Bills of lading and shipment confirmations. Scans and photos inside a PDF are read by OCR and vision.
It posts the invoice to your ERP. Delivery to the customer stays with your ERP’s existing process.
Yes. The invoice is previewed exactly as it will land in the ERP, and a person approves it.
Related questions
See InvoiceIQ AR on your own documents
InvoiceIQ AR by Analytos: ai accounts receivable automation. A walkthrough starts with your real shipping documents and sales orders.