Carrier invoices

“Carrier invoices” is the second tab of “Billing”, next to “Plan & wallet”. You import your carrier’s invoice files there, and every charge is checked against the labels you bought in Horizon: what you can claim back, what you can avoid, and what is worth a look, largest first.

When carriers owe you money, the tab shows a count of the open findings to claim back, so you see it without opening the tab.

Which invoices

Two kinds of file can be imported:

• UPS: the detailed CSV file of the invoice, downloaded from the UPS Billing Centre. The summary CSV leaves charges out and is refused.
• GOFO: the billing spreadsheet (.xlsx) for the parcels you shipped with Cirro (GoFo). GOFO’s spreadsheet does not carry the invoice number, so you type the number printed on the GOFO invoice when you upload it.

PDF invoices cannot be read yet. The upload box shows the largest file size accepted.

Importing

1. Press “Upload invoices”. When nothing has been imported yet, the upload box is already on the page.
2. Drop files on the box, or press “Choose files”. You can add several at once.
3. For a GOFO spreadsheet, fill in “GOFO invoice number”.
4. Press the import button.

The result reads one line per outcome: invoices imported, invoices that were already imported, and one line per refused file, with the reason and how to fix the file.

Nothing is imported twice. The same file again is recognised. The same invoice from another file, such as a second download, is reported as already imported and left alone. A new invoice that bills parcels an earlier invoice already billed is imported, though: that is a carrier charging twice, which is exactly what the checks look for.

The checks run straight after each import, and again for neighbouring invoices whenever one is imported or deleted. While they run, the tab says how many invoices it is checking.

What the checks find

Each finding falls into one of three kinds, shown as cards at the top with the open amounts per currency. A card narrows the list to its kind; “Show every kind” clears that.

“To claim back”: money the carrier owes you.

• “Billed twice”: the same parcel’s transport charged twice on one invoice, or on a later invoice after an earlier one.
• “Cancelled label billed”: a label you cancelled in Horizon, billed anyway.

“Avoidable”: costs you can stop paying.

• “Address correction” where the label’s postcode was not the one the carrier delivered to. Checking addresses before buying labels avoids it. See Address checks.
• “Pickup booked twice”: two pickups for the same address on the same day.
• “Carrier fee”: a miscellaneous fee, such as a late-payment fee.

“Worth a look”: charges to check before disputing.

• “Address correction” where the label already had the right postcode. If the street and number were right too, ask the carrier for a refund.
• “Residential charge”: the carrier decided after delivery that the address is a home.
• “Weight correction”: the carrier re-weighed or re-measured the parcel and charged more. Dispute it with a photo of the parcel on a scale if it matched what the label declared.
• “Above your quote”: billed more than the price quoted when the label was bought. Fuel and surcharges can explain part of the gap.
• “Pickup with no parcel”: no parcel shipped soon after a pickup, among the invoices and labels Horizon has. The parcel may be on an invoice you have not imported yet.

A finding only counts labels bought in Horizon. A charge for a parcel whose label was bought elsewhere cannot be compared, and the finding says so.

Amounts exclude VAT, and anything the carrier has already credited on an imported invoice is taken off.

Working the findings

“Findings” lists them, largest amount first. Each says what happened in plain words, with “Details” for the facts behind it: the declared and billed weight, the label address and the delivery address, the quote and the bill, earlier invoices, what was already credited.

Filter by status: “Open”, “Dismissed”, “No longer found” or “All”.

• “Dismiss” sets a finding aside, and “Reopen” brings it back. Either leaves a one-line note with “Undo”.
• “No longer found” is set by the checks, not by you: the finding has gone, for example because a later invoice credited it.

Horizon finds the money; you claim it from the carrier.

Invoices

“Invoices” lists every imported invoice, latest first, with “Adds up” (whether its charges add up to the amount due), how many charges were “Matched to labels”, and its “Open findings”. An invoice whose checks have not run shows “Check now”.

A row opens the invoice: the amount due, what the charges add up to and a warning when they do not, the period its charges cover, its findings, and every charge with the label it was matched to.

• “Check again” runs the checks now and reports what is new and what is no longer found.
• “Delete invoice” removes it with its charges and findings. You can import the file again later.