How to approve & send a carrier bill

Your guide to approving and sending a carrier bill in Rose Rocket

After your commission bill has been created, you have the option to:

• Send: for when you want to verify with your vendor that the amount is correct before it's approved
• Approve: for when you don't need to send a bill to your vendor
• Approve & send: when the bill is approved and you want to send a copy to your vendor

There are two places in Rose Rocket where you can approve & send carrier bills: 

1.  Carrier List View

2.  Bill Detail View

Approve & send a carrier bill (list view)

2. Click on Carriers

3. Click on Bills

4. Click on Vendor

5. Click on All

6. Click on Approve

Sending a carrier bill (list view)

1. Click on the dropdown menu

8. Click on Send bill

9. Enter recipient address and review subject & message

10. Click on Send

 

Approve & send carrier bill (bill details view)

1. On the bills tab in Carrier module, click on your Bill ID from the list

2. Click on Approve & send

3. Enter your recipient(s), review the subject and message, and click send.