Table of contents
Overview
The Invoice Reconciliation feature simplifies invoice checking by allowing you to upload courier invoices directly into Starshipit. It compares the shipping costs quoted by Starshipit with those charged by your courier, quickly highlighting any discrepancies. Starshipit supports all couriers and CSV invoice formats, provided your file contains a tracking number.
Note: Currently only supported in Classic UI.
Benefits
- Time-saving: Automates the reconciliation process, reducing manual effort.
- Accuracy: Provides a clear breakdown of discrepancies between quoted and invoiced shipping prices.
- Transparency: Enhances cost management by offering detailed insights into shipping costs.
How it works
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Upload your invoice
- In Classic UI, navigate to Analytics > Reports > then select the Invoice Reconciliation section in Starshipit.
- Upload your courier invoice in CSV format.
- In the Tracking Number Column field, enter the exact column name from your CSV file that contains tracking numbers (case-sensitive).
- (Optional) Tick Include Child Accounts if you manage multiple accounts and want to include their orders in the reconciliation.
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Matching and Report Generation
Starshipit matches each tracking number from your uploaded invoice with orders in your Starshipit account.
When a match is found, Starshipit generates a new report based on your original invoice, appending additional details:
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SSI_ConsignmentId: Unique shipment ID from Starshipit.
- SSI_AccountId: Starshipit account ID associated with the shipment.
- SSI_AccountName: Name of the Starshipit account associated with the shipment.
- SSI_Weight: Weight of the shipment declared in Starshipit.
- SSI_Dimensions: Dimensions of the shipments declared in Starshipit
- SSI_ShippingPricePaid: The price paid for shipping on checkout.
- SSI_EstimatedShippingPrice: The estimated quoted shipping price from the carrier API in when you printed the order in Starshipit.
- SSI_Margin: Any margin set in Starshipit through Customise Rates settings.
- SSI_Discrepancy: Difference between the price paid for shipping of checkout, and the estimated shipping cost.
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FAQs
What invoice formats does Starshipit support?
Starshipit supports CSV formats from all couriers, as long as the file includes a tracking number column.
How does Starshipit match invoice data to orders?
Starshipit uses the tracking numbers from your CSV invoice to find matching orders within your account.
What happens if my tracking number column name isn't found?
Ensure the column name you entered matches exactly (case-sensitive). If Starshipit can't find it, the report won't generate, and you'll see an error.
What if some tracking numbers don't match orders in my account?
The report will still generate, but unmatched entries will leave Starshipit-specific fields blank.
