Instead of sending multiple invoices throughout the month, users can now provide customers with a single, clear bill — improving efficiency, transparency, and customer experience.
Consolidated Billing allows a Filer to:
Combine multiple entry invoices into a single consolidated invoice
Invoice customers on a recurring timeframe (monthly or another selected range)
Improve billing clarity and reduce document volume
Streamline invoice distribution and record management
This feature is designed specifically for brokers who file multiple entries for the same Importer of Record (IOR) and want to simplify their billing workflow.
Before using Consolidated Billing:
➡️ An Admin user must enable Consolidated Billing for an Importer of Record (IOR) within the IOR settings.
Once enabled:
A new Consolidated tab will appear within the Billing module.
The Consolidated interface is divided into three tabs, each representing a stage in the billing lifecycle:
Unconsolidated
Consolidated
Distributed
The Unconsolidated tab is the starting point for creating consolidated invoices.
A list of IORs that are enabled for Consolidated Billing
By default, all enabled IORs are shown
A filter at the top allows you to view a specific importer
Select a date range.
Expand an importer to view all entries filed for that IOR.
Use the pencil icon to open and edit individual invoices if needed.
Select the entries you want to combine (or select all).
Click the Consolidate icon.
Once consolidated:
A new consolidated invoice is created.
The invoice automatically moves to the Consolidated tab.
The Consolidated tab contains all consolidated invoices that have been created but not yet distributed.
From this tab, users can:
Open and review consolidated invoices
View all entries and individual invoices included
Remove specific invoices/entries using the Unconsolidate Invoice action
Select invoices for distribution
When ready:
Select the consolidated invoices you want to send.
Click the Distribute button.
⚠️ Important:
Once distributed, a consolidated invoice cannot be modified or undone.
The Distributed tab displays all finalized consolidated invoices.
Here you can:
Open and review distributed invoices
View the individual invoices that make up the consolidated bill
Access historical billing records for reference
This tab serves as your audit and tracking view for completed billing cycles.
When distributing a consolidated invoice, the system opens the Document Distribution Interface.
Users can:
Select the recipient email address
Attach additional supporting documents
Send the consolidated bill and related documentation in a single communication
This ensures customers receive everything they need in one organized package.
✔ Reduce administrative effort
✔ Simplify customer billing experience
✔ Improve invoice visibility and organization
✔ Streamline monthly accounting processes
✔ Maintain full entry-level traceability within one invoice
Consolidated Billing helps Customs Brokers transform complex, multi-entry invoicing into a streamlined and efficient process. By combining entries into a single bill and managing them through a clear workflow — Unconsolidated → Consolidated → Distributed — brokers can reduce manual work while improving customer communication and billing clarity.