Invoices, statements and order history
Rapido gives trade customers their Accredo invoices, credit notes and statements online, as PDFs printed by Accredo, with order history and delivery tracking.
Step by step.
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History comes from Accredo
Invoices and credit notes are copied from Accredo every 30 seconds, including orders that came in by phone, email or a rep.
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Customers search their own history
Search by order number, invoice or credit number, packing slip number, amount or product code.
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PDFs come from Accredo
When a customer opens an invoice or statement, Accredo prints it, so it matches what you would have emailed.
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Deliveries can be tracked
Where the carrier reference is on the Accredo order, the portal links to the carrier’s tracking page.
Can customers download Accredo invoices and statements themselves?
Yes. Invoice and statement PDFs are printed by Accredo when the customer asks for them, using your invoice layout. A head office account can see invoices for the branch accounts billed to it.
Does order history include orders not placed in the portal?
Yes. History is built from Accredo invoices and credits, so it covers every sale on the account, however the order came in.
Can customers see open orders?
Yes. Orders that haven’t been invoiced yet are listed with their status and any shipment tracking.
Which carriers can be tracked?
The portal builds tracking links for PBT, Mainfreight, NZ Post and NZ Couriers from the reference on the Accredo order, or uses a tracking address you give us.
Can invoices be exported to Excel?
Yes, where switched on. Customers can export one invoice or a batch of invoices to Excel for their own systems.
What syncs from Accredo, and how often
| Data | From Accredo | How often |
|---|---|---|
| Invoices and credit notes | Invoice | Every 30 seconds |
| Open orders and shipment references | Order | Every 30 seconds |
| Invoice and statement PDFs | Accredo print | When the customer asks for them |
Rapido checks Accredo for changed records every 30 seconds and copies them to the portal. Statements and invoice PDFs are printed by Accredo when the customer asks for them, and orders are sent to Accredo as soon as they are placed.
A custom invoice layout, Excel export and carrier tracking are portal settings.
Invoices and statements questions.
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Are the PDFs the same as Accredo’s?
Yes. Accredo prints the invoice and statement PDFs when the customer asks for them. -
Can a head office see its branches’ invoices?
Yes. A head office account sees invoices and credits for every account billed to it in Accredo, filtered by the date range they choose. -
Can customers search by product?
Yes. They can find every invoice that included a product code, as well as search by order, invoice, packing slip number or amount.
See it on your own Accredo data.
A 30-minute call. We connect to your Accredo and show you the portal with your real customers and prices.