Link Rates to Invoice

Overview

Linking a Rate Set to an Invoice connects billing items to your centralised rate data. Once linked, fields such as charge basis and minimum quantity are automatically populated from the rate configuration. Fields like UoM, Qty, and Unit Price become locked, as pricing is managed centrally through Rate Management.

There are two ways to link rates in an Invoice.

Link Rates from Billing Items

  1. In the Billing Items section, click Link Rates.


  1. A modal will appear showing all active Rate Sets, pre-filtered by shipment type, direction, origin, destination, and customer.


Toggle View All Rate Sets in the top-right of the modal to see Rate Sets across all shipment types and routings.


  1. Click Expand on a Rate Set to preview its details.


  1. Select the Rate Set(s) you want to link using the checkbox.


  1. Click Link Rates.

All charge items from the selected Rate Set are merged into the billing items table, regardless of their original Pricing Group. The section header displays the linked rate information with options to view the rate details or unlink it. Each charge item shows a linked rate icon.



Link Rates from a Charge Item

  1. In the billing items table, select a Charge Code on the charge item row.


  1. If a matching rate exists for that charge code, a pop-up appears showing the related rate information, filtered by customer, origin, destination, shipment type, direction, and shipment mode.


  1. Select the rate to link.


  2. Click Link Rate.

A linked rate icon appears on the charge code. The section header also displays the linked rate information.


If no rate is available for the selected charge code, the charge item continues to use manual input as normal.


Get Updated Rates

When rates in Rate Management are updated, you can pull the latest changes into an already-linked Invoice.


  1. At the bottom of the Billing Items table, click the ∨ dropdown arrow next to the Link Rates button.


  1. Select Get Updated Rates.

  2. A confirmation dialog will explain that this action may update charge items, charge basis, quantity, and unit price based on the latest rate configuration.


  1. Click Get Updated Rates to confirm.

  2. The rates are automatically refreshed based on the latest Rate Management data.



Unlink Rates

Unlink a Rate Set (from Billing Items)

  1. In the billing items section header, click the linked rate information area. A dropdown menu will appear — select Unlink Rate.


  1. Confirm the action in the dialog that appears.


  1. Click Unlink Rate.

After unlinking, the rate information is removed from the section header and the linked rate icons are cleared from all charge items. UoM and Unit Price become editable again — however, Qty remains locked as it still follows the selected Charge Basis.


If you unlink a Rate Set and then re-link the same Rate Set, the system reuses the existing charge items rather than generating new ones.

Unlink a Rate (from Charge Item)

  1. Click the linked rate icon on the charge item.


  1. Select Unlink Rate from the options that appear.


  1. Confirm the action.


After unlinking, the linked rate icon is removed from the charge item. UoM and Unit Price become editable again — however, Qty remains locked as it still follows the selected Charge Basis.