Frakt24 - FleetX Academy
Finance · Level 1 · Getting started

From completed order to invoice: the whole flow

Follow one order all the way, from the driver getting it to it being on an invoice and in the accounts.

New 15 min Fakturering og eksport · module 25 Group invoice on project · module 23
1

Goals and why

What you will learn

  • which steps an order must go through before it can be invoiced
  • how to find orders that have stalled, using the two invoice reports
  • how the customer card decides which orders end up on the same invoice
  • how the invoice reaches accounting, as a file or through an API connection

How to get there

  1. Click Invoice in the top menu.
  2. Choose Generate to run the invoicing.
  3. The reports on orders ready or not ready to invoice are under Reports, in the Orders group.
  4. If you don't see the menu item, you are missing access or the module. Ask your administrator.

An order doesn't turn into money by itself. It must be assigned, driven, priced and set to Ready to invoice, the switch that says the order can be invoiced. If the order stops at one of the steps, it is left behind without anyone noticing. Then the customer doesn't get the invoice, and the revenue is missing from the accounts.

Here you see the whole chain at once. Each step also has its own lesson: Pricing orders in practice, Generate invoices and The transfer to accounting.

2

Key terms

AcceptedThe driver has said yes to the job in the app. Before that the order shows Awaiting approval, which means it is waiting for an answer.
CompletedThe stop is checked off as done. The order is finished when every stop shows Completed.
Ready to invoiceThe switch on the order that says it can be invoiced. The order also needs a price and completed stops to be included in the invoice run.
Combined invoiceOne invoice with several orders for the same customer. The customer card decides which orders are combined, and which get their own invoice.
Invoice aloneThe option that gives the order its own invoice. The default comes from the customer card. You can change it on the order.
Accounting export formatThe setting that decides how invoices reach accounting: as a file, or through an API connection. An API connection is a direct link between Frakt24 and the accounting system.
3

Show me

The flow shows each step with screenshots. It follows order 100102 for ICE Butikken. One step shows another order, because 100102 skipped it. Click a part of the image to see what it is used for.

Try it yourself in Steptour

An interactive walkthrough recorded in Frakt24. You click through the steps yourself, and it opens on top of this page.

4

Try it yourself

Put the steps in the right order. Start with the order being assigned, and end with the revenue in the accounts.
Your order appears here
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the level 1 badge in Finance: 0 of 6 complete.
1. ICE Butikken has two delivered, priced orders set to Ready to invoice. No grouping option is on in the customer card. What does the invoice proposal show?

2. An order was finished several days ago but is missing from the invoice proposal. Where do you look first?

3. The customer wants one invoice for each order reference. What do you change?

4. The client uses an API connection to accounting. An invoice you created yesterday is not in the new export file. Why?

5. An order is planned on a driver but never sent to the resource. What does that mean for invoicing?

6. The driver forgot to confirm the delivery in the app, but you know the goods were delivered. What do you do so the order can be invoiced?

7. The customer complains that they pay the invoice fee many times a month. The customer card has Invoice alone switched on. What explains it?

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Trainer notesOnly shown when trainer mode is on
  • The flow follows order 100102 (ICE Butikken, Driver 3, accepted and completed 24-09-2026, priced from a product). The "no price" branch shows 100067 (BROS INTERACTIVE AS), because 100102 never lacked a price. Never generate the ICE Butikken invoice in the test tenant, or the combined invoice disappears from the flow.
  • Common support case: "the order isn't included in the invoice run". Check in order: is the order sent to a resource (a plan alone is not enough), are all stops completed, does it have a price, is Ready to invoice Yes, is To OrderDate after the order date, and are the right invoice group and payment method selected.
  • Grouping is per order payer, then in this order: Invoice alone on the order, Group invoice on project, Group invoice on ref. With the invoice designer or currency module, invoices are also split by invoice layout and currency. With Visma Business NXT, invoices go through the export page with Send to Visma Business NXT, even though the format is an integration.