Select the appropriate shipment from the “Not planned cargos” window, mark it, and press [](https://help.cloudex.app/uploads/images/gallery/2026-06/bN9image.png)button; the shipment will then be assigned to the selected trip or dispatch.
**Client Order → Services → + →Delivery via Terminal**
[](https://help.cloudex.app/uploads/images/gallery/2026-07/D0vterminal-en.png) ### How to select Delivery via Terminal in the Services section? 1. Select the required terminal; the address will be filled in automatically. 2. Split the route **La systems GmbH → FI-01530** into two parts. 3. Planned delivery deadline to the terminal. 4. Specify the amount allocated for the stage from the terminal to the delivery address. 5. If you know which truck will transport the cargo, you can create a new trip or add it to an existing trip. 6. Assign it to the department responsible for delivery from the terminal to the delivery address. [](https://help.cloudex.app/uploads/images/gallery/2026-07/terminal-en-2.png) ### How does the Services view change after adding Delivery via Terminal?The overall delivery process is divided into two stages, and each stage is assigned a specific amount:
1. Total amount to be received from the customer. 2. Revenue distributed among departments. 3. Departments responsible for specific delivery stages. [](https://help.cloudex.app/uploads/images/gallery/2026-07/PrDterminal-en-3.png) # How to obtaining GPS data for a customer order ##### 1. How to obtaining GPS data for a customer orderPress . This will open the additional form for adjustments.
1. Edit button 2. Edit option to open Address form 3. Manual adjustment [](https://help.cloudex.app/uploads/images/gallery/2026-07/SwJimage.png) ##### 2. Benefits of Obtaining GPS Coordinates 1\. Benefits of Obtaining GPS Coordinates Filling in the GPS coordinates field in logistics and transport systems provides several advantages that improve operational efficiency, transparency, and accuracy. Here are the main benefits of completing the GPS coordinates field: 2\. Planning Accuracy Precise locations can be viewed on the map, making logistics planning and route optimization easier. 3\. Trip Route Tracking The route is visible on the map in real time, helping monitor transport flow and ensuring that the vehicle follows the planned route. 4\. Accurate Location Identification GPS coordinates allow precise identification of the location where the driver must arrive, reducing misunderstandings and increasing delivery accuracy. 5\. Automatic Time Recording The system automatically records the time when the vehicle arrives at and leaves the loading/delivery address, helping improve operational tracking and analysis. 6\. Cargo Status Tracking Time and location data are integrated into cargo statuses, providing a complete overview of cargo movement and delivery status. 7\. Automatic Status Changes The system automatically changes the trip status when the vehicle approaches the loading or delivery address, speeding up the process and reducing manual actions. 8\. Downtime Monitoring GPS data makes it possible to track how long the vehicle stays at the loading or delivery address, helping identify and reduce unproductive downtime. 9\. Driver Activity Monitoring The system can verify whether the driver marks the cargo as loaded or delivered at the specified address by comparing it with the driver’s actual location data. 10\. Route Comparison It is possible to compare the driver’s planned route with the actual route traveled, helping identify deviations and opportunities for route optimization. 11\. Customer Portal Functionality Customers can view the vehicle’s current location and route to the loading/delivery address in the portal, improving transparency and customer satisfaction. 12\. These benefits help optimize logistics processes, improve delivery accuracy and efficiency, and provide greater transparency and customer satisfaction. # How to generate CMR To generate a CMR, you have to open the order form. In the **Service** section, choose the service for which you want to generate the CMR. Locate the **POD** column and click it. [](https://help.cloudex.app/uploads/images/gallery/2026-07/F3Mimage.png) [](https://help.cloudex.app/uploads/images/gallery/2026-07/Epyimage.png) # Trip planning # How to open the Active Trips view? 1. Operational work 2. Trips / Speditions 3. Active tripsRequired navigation sequence: **Operational work → Trips / Speditions**. This opens the planning view.
[](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781000359766.png) ### How to use the Active Trips view? 1. Filters 2. List of currently available tripsBy default, trips/shipments will remain in the Active Trips list until their status [](https://help.cloudex.app/uploads/images/gallery/2026-06/ePmimage.png) is changed to "Delivered."
[](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781000582715.png) # How to open the Unplanned Cargo Map? 1. Click **“New”** in the top navigation bar 2. From the pop-up menu, select **“Trips/Expeditions”**Required workflow: **Operational work → Trips/Expeditions**. You will open the **Trips/Expeditions** window.
---**Current Unplanned Cargo Map** The current unplanned cargo map displays cargo in a visually clear way, making it easier to search for shipments.
For cargo to be properly displayed on the map, loading and unloading coordinates are important. See the image below.
[](https://doc.ozols.lv/uploads/images/gallery/2024-07/image-1722322393255.png) Cargo can be filtered by the following attributes: **Export, Local, Transit, Import, Round trip**. [](https://doc.ozols.lv/uploads/images/gallery/2024-07/image-1722321986405.png) # How to open Trip Tracking / Map / Chat? 1. Open **Trip Tracking / Map / Chat**. [](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781073918549.png) 2. **Trip Tracking / Map / Chat** [](https://doc.ozols.lv/uploads/images/gallery/2024-07/image-1720769819679.png) 3. **Trip Tracking** [](https://doc.ozols.lv/uploads/images/gallery/2024-07/image-1720769979107.png) 4. **Map** 5. **Distance in kilometers between stops.** 6. **Add additional stops** by clicking the **+** symbol. [](https://doc.ozols.lv/uploads/images/gallery/2024-07/image-1720770781392.png) [](https://doc.ozols.lv/uploads/images/gallery/2024-07/image-1720770594751.png) # How to create a new trip? 1. Click the **“New”** button in the toolbar. 2. From the menu that opens, select **“Trip/Expedition”**. [](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781074232876.png) ### Which Trip/Expedition type should I choose? - **Agreement** – Select this option when a subcontractor operates under your management and you are forwarding the vehicle for a full or partial route. Payment is usually calculated based on the kilometers driven. - **Domestic** – Local transportation. - **Monthly** – Monthly trip. - **Other** – Other types of trips. - **Own Trip** – Select this option when the trip is performed with your own vehicle. This enables the completion of the driver's report. - **Spedition** – Freight forwarding and cargo transportation.To ensure accurate trip reporting, it is important to select the correct trip type.
[](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781074911904.png) # How to cauculate trip price - Other expenses - Idle time - Extra LDM - Loading locations - Loading locations in Norway - EU rate (EUR/km) - Norway rate (EUR/km) [](https://help.cloudex.app/uploads/images/gallery/2026-07/ikWimage.png) [](https://help.cloudex.app/uploads/images/gallery/2026-07/uxVimage.png) # Order Execution & Delivery **sending the carrier order, sending the trip to the driver, loading confirmation, shipment status updates, GPS/tracking, communication, delivery confirmation, POD upload, POD approval, and determining when the order is ready for invoicing**. This chapter explains how to send transport orders to carriers, give drivers access to trips through the Cloudex Drive mobile app or web link, and share loading and delivery information by email, SMS, or WhatsApp. # How to send an order to a carrier? When you send order for carrier in e-mail is unique link on which Carrier manager need to click in order to mark loading/delivery dates and upload CMR and Invoice. [](https://doc.ozols.lv/uploads/images/gallery/2025-05/image-1748594998018.png) 1\. Click to open the page 2\. Upload CMR 3\. Confirm loading 4\. Upload invoice PDF file [](https://doc.ozols.lv/uploads/images/gallery/2025-05/image-1748596806088.png) Add invoice date Add invoice number [](https://doc.ozols.lv/uploads/images/gallery/2025-05/image-1748598349241.png) # How to send a trip to the driver? [How to give a driver access to a trip using a link?](https://help.cloudex.app/link/47#bkmrk-1.-sending-a-trip-to) [How to display a trip in the Cloudex Drive app?](https://help.cloudex.app/link/47#bkmrk-2.-displaying-a-trip) [How to create a Cloudex Drive password?](https://help.cloudex.app/link/47#bkmrk-2.-displaying-a-trip) ## How to give a driver access to a trip using a link? 1\. Select the Required Trip - Open the trip list menu. - Select the desired trip from the list of available trips. 2\. Open the Trip Window - Click the **road icon** located in the toolbar. - After clicking the road icon, the corresponding trip window will automatically open on a new page. [](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781785863202.png) **A window with the driver's web application for the trip will open.** - Copy the link from the browser's address bar and send it to the driver via **WhatsApp** so that the driver can complete the required information. [](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781785518367.png) ## How to display a trip in the Cloudex Drive (Driver) app? 1\. Select the Required Trip - Click on the trip number to open the trip. [](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781785748585.png) ### Important: For the driver to be able to see the trip information: 1. Activate the **eye icon** located next to the driver's name and surname. - Once activated, the trip information will be sent to and become available in the **Cloudex Drive** mobile application. [](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1781786034097.png) The trip will remain visible in the list of active trips until its status is changed to **Delivered**.The customer portal can be activated from the customer profile.
1. Open **Lists** in the top navigation bar. 2. Select **Partners**. 3. Click **All Partners**. [](https://help.cloudex.app/uploads/images/gallery/2026-07/CEtimage.png) 4\. Find the required partner. 5\. Click the **Edit** icon . [](https://help.cloudex.app/uploads/images/gallery/2026-07/ePTimage.png) to open the partner profile. [](https://help.cloudex.app/uploads/images/gallery/2026-07/k9Oimage.png) 6\. Select the manager you want to grant portal access to, then click the **Edit** icon [](https://help.cloudex.app/uploads/images/gallery/2026-07/ePTimage.png) to open contact. [](https://help.cloudex.app/uploads/images/gallery/2026-07/RCeimage.png) 7\. Switch from **Basic data** to the **Clients & Carriers Portal access** section to give **Access granted.** 8\. Review and click **** **Send invitation** to Client contact person. [](https://help.cloudex.app/uploads/images/gallery/2026-07/sv8image.png) # Outgoing invoices (debtors) # How to Import Bank Payments and Mark Invoices as Paid 1\. [Payment of Outgoing invoices - automated data Import from the Bank](https://doc.ozols.lv/link/335#bkmrk-1.-payment-of-outgoi-0) 2\. [Linking Incoming Bank payments with Outgoing invoices](https://doc.ozols.lv/link/335#bkmrk-2.-linking-incoming-) 3\. [Outgoing invoice payment - manual data entry](https://doc.ozols.lv/link/335#bkmrk-3.-outgoing-invoice-) 4\. [Tips and tricks](https://help.cloudex.app/link/26#bkmrk-4.-tips-and-tricks)Important! CLOUDEX TMS provides two options - automated and manual outgoing invoice.
Only one of options can be used for the accounting period!
#### 1. Payment of Outgoing invoices - automated data Import from the Bank 1.1. **Export Account report from your Bank** Open your company's **Internet Bank** > prepare **the Bank Account report** for the desired period > **Export it in ISO format.** > **Save this document to your computer.** 1.2. Open **CLOUDEX TMS** 1. **Finance > Incoming payments** 2. **Import payments from the Bank** (using symbol ["](https://doc.ozols.lv/uploads/images/gallery/2024-07/image-1719928964263.png)") [](https://doc.ozols.lv/uploads/images/gallery/2024-07/import-from-bank.png)1.3. **Import** Bank payments 1\) Choose **the file** which you imported from **Internet Bank** 2) Press **Import [](https://doc.ozols.lv/uploads/images/gallery/2024-07/import-the-fail.png)** #### 2. Linking "Incoming Bank payments" with "Outgoing invoices"When importing payments from the Internet bank, CLOUDEX TMS creates attachment of invoices, but if the invoices are not attached to the payment amount, then do the attachment according to the instructions bellow.
1\) **CLOUDEX TMS > Finaces >Incoming payments** 2) **Filter >**show only **Unrelated payments "Unrelated" (payments which are not related to invoices)** **[](https://doc.ozols.lv/uploads/images/gallery/2024-07/puBunrelated-payments.png)** 3\) **Select** **Incoming Payment** which to "Relate" with Invoice 4\) Press the button "Relate invoices" [](https://doc.ozols.lv/uploads/images/gallery/2024-07/image-1719838166417.png) [](https://doc.ozols.lv/uploads/images/gallery/2024-07/relate.png) 5) In the list of Invoices, select the appropriate invoice/invoices for which payment has been made, mark them. 6) Selecting "the up arrow" you will be able to relate the invoice to payment. 7) Confirm with the button "Close". 8) With "the green arrows" it is possible to switch to another "Unlinked" payment. [](https://doc.ozols.lv/uploads/images/gallery/2024-07/relate-invoice-with-payment.png) 9) With the filter, you can quickly find the required invoice by number, amount, etc. [](https://doc.ozols.lv/uploads/images/gallery/2024-07/filter.png)When the Incoming Payment is linked to the corresponding invoice, the amount in the "Unrelated" column in the Bank incomings list will be zero.
#### 3. Outgoing invoice payment - manual data entry 1. Go to **Finances >Outgoing Invoices** 2. Mark **Outgoing Invoices** which are **paid** 3. Choose function "Make Incoming payments for selected outgoing invoice" 4. Choose appropriate Bank account, if you have more than one account 5. Enter the Payment date. 6. Save [](https://doc.ozols.lv/uploads/images/gallery/2024-07/manual-payment.png) #### 4. Tips and Tricks 1. Choose **Payer** 2. Fill in the bank number. 3. Press **"Add Account to Payer Account."** [](https://help.cloudex.app/uploads/images/gallery/2026-07/imwimage.png) # When is the invoice “Date sent” field filled in automatically? Cloudex TMS fills in the **Date sent** field automatically when both of the following conditions are met: 1. **Send by email only** is selected. 2. The invoice is sent by email from Cloudex TMS. When the **Date sent** field contains a date, the invoice status changes automatically to **Invoice sent**. [](https://help.cloudex.app/uploads/images/gallery/2026-07/fM0image.png) The **“Send by email only”** checkbox value is set automatically when generating an invoice from an order. The checkbox value depends on the **“Send invoices”** field value. [](https://doc.ozols.lv/uploads/images/gallery/2026-01/image-1769069369331.png) **Send invoices** values marked with “\*” set the **“Send by email only”** checkbox value automatically:| **Send invoices setting** | **“Send by email only” selected automatically** |
|---|---|
| *By e-mail (with POD)* | Yes |
| By post (with POD) | No |
| By e-mail and post (with POD) | No |
| *Don’t send (Self-billing)* | Yes |
| *Download in Client Portal* | Yes |
| By e-mail (invoice upon delivery, second time with POD) | No |
| *By e-mail (without POD)* | Yes |
| Upload to the Client Portal together with POD | No |
**Finances** -> **Outgoing invoices** -> **Unpaid outgoing invcoices tools**
[](https://help.cloudex.app/uploads/images/gallery/2026-07/p8Zimage.png) [](https://help.cloudex.app/uploads/images/gallery/2026-07/dm2image.png) [](https://help.cloudex.app/uploads/images/gallery/2026-07/B4Eimage.png) # How to send an unpaid outgoing invoice reminder How to navigate to Unpaid outgoing invoices reminder tool.**Finances** -> **Outgoing invoices** -> **Unpaid outgoing invoices totals**
[](https://help.cloudex.app/uploads/images/gallery/2026-08/outgoing-invoice-upayed.png) To see the correct list of unpaid invoices, set the date to the date [](https://help.cloudex.app/uploads/images/gallery/2026-08/0Bwimage.png) you want to check. The system will display all invoices that were still unpaid on that date. If no date is selected, the system will display all unpaid invoices. [](https://help.cloudex.app/uploads/images/gallery/2026-08/image.png) # How to send outgoing invoices automatically To generate an invoice automatically, the following criteria must be met: 1. In the client card Invoices tab has to be mark [](https://help.cloudex.app/uploads/images/gallery/2026-08/7yrimage.png) 2. Order must be in status "**Delivered**" [](https://help.cloudex.app/uploads/images/gallery/2026-08/PdNimage.png) 3. Depending on the selected **“Send inv.”** option, a POD/CMR may need to be **uploaded** and **approved** before the invoice can be generated.  [](https://help.cloudex.app/uploads/images/gallery/2026-08/xWXimage.png) **Active orders** [](https://help.cloudex.app/uploads/images/gallery/2026-08/8Alactiveorderautoinvoicing-en.gif) [](https://help.cloudex.app/uploads/images/gallery/2026-08/B9vimage.png) Second orange empty circle means **POD/CMR approval is expected**,  icon indicates that the invoice is ready to be generated **manually,**  icon indicates that the invoice will be generated **automatically.** ##### Whre to find checkbox "Generate invoice automatically" [](https://help.cloudex.app/uploads/images/gallery/2026-08/7x9image.png) # Incoming Invoices (Creditors) # How to register an Incoming Invoice? To register a single invoice for multiple trips at once, you can do so in one of the following ways: - [How to register an Invoice from the Trip Form?](https://help.cloudex.app/link/30#bkmrk-1.-registering-an-in) - [How to Register an Invoice from the Open Trips window?](https://help.cloudex.app/link/30#bkmrk-how-to-register-an-i-1) ### How to register an Invoice from the Trip Form? 1. Open **the Trip.** 2. Click the **"Register Invoice"** button. [](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1780561081176.png)For an unconfirmed invoice, it is possible to add other customer orders.
### How to Register an Invoice from the Open Trips window?Navigate to the **Open Trips** tab. Select the trips for which incoming invoices have been received and click the **"Register Incoming Invoice"** button.
1. Select the trips for which you want to register an incoming invoice. 2. Click the invoice registration icon[](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1780561317768.png) 3. Complete the required fields and click **Save**. [](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1780561219944.png) [](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1780561499887.png) # How to apply a discount (Skonto) to an incoming invoice? 1\. In the Partner List, find the relevant partner. 2\. Open the "Settlements" section and enter the discount. [](https://doc.ozols.lv/uploads/images/gallery/2026-06/image-1780901854138.png) # How to find carrier orders or trips for which an incoming invoice has not been received? # How to pay Incoming invoices? - [How to make Incoming invoices?](https://help.cloudex.app/link/80#bkmrk-navigation-path%3A-fin) - [How to export Outgoing payments to Internetbank?](https://help.cloudex.app/link/80#bkmrk-how-to-remove-an-out-3) - [Tips ans tricks](https://help.cloudex.app/link/80#bkmrk-how-to-remove-an-out-3) #### How to make Incoming invoices? Navigation path: Finances → Incoming invoices Open **Finances → Incoming invoices**.** 1. In the **Payment term** filter, enter the payment date. CLOUDEX TMS will show incoming invoices that must be paid within the selected payment term. 2. Select the invoices you want to pay. 3. Click the icon[ - to ](https://help.cloudex.app/uploads/images/gallery/2026-07/LXXimage.png)**Make “Outgoing payments” for selected incoming invoices**. [](https://help.cloudex.app/uploads/images/gallery/2026-07/cn64odimage.png) 5\. When the “Make outgoing payments for selected incoming invoices” window opens, **select the correct bank account.** 6. Click the **Make outgoing payments** button to create outgoing payments. [](https://help.cloudex.app/uploads/images/gallery/2026-07/kIJ2026-07-21-15-52-57-document4-autorecovered-word.png) After clicking **Make outgoing payments**, CLOUDEX TMS will create outgoing payment records for the selected incoming invoices. These payments will be available in **Finances → Outgoing payments** and will be ready for export to Internetbank. #### How to export Outgoing payments to Internetbank? Navigation path: Finances → Outgoing payments** 1. Open **Finances → Outgoing payments**. 2\. Select the **Outgoing payment**s you want to export using the checkbox in the first column. 3\. Click **Bank payments export** icon [](https://help.cloudex.app/uploads/images/gallery/2026-07/eA3image.png)in the top toolbar. [](https://help.cloudex.app/uploads/images/gallery/2026-07/XiZimage.png) #### Tips and tricks ##### 1. How to remove an outgoing payment from bank export? When you click **Make “Outgoing payments” for selected incoming invoices**, CLOUDEX TMS creates outgoing payment records for the selected incoming invoices. By default, these payments are prepared for bank export. This means that the **Export to Internetbank** checkbox is selected automatically. If the payment should not be exported to the bank, for example because the invoice was already paid manually, you need to remove this checkbox from the outgoing payment. 1. **Outgoing payments**. 2. Find the required outgoing payment and click the **Edit** icon. 3. Clear the **Export to Internetbank** checkbox. 4. Click **Save**. After this, the payment will remain in CLOUDEX TMS, but it will not be included in the bank export. [](https://help.cloudex.app/uploads/images/gallery/2026-07/MOVimage.png) ##### 2. How to mark payments for export - set checkbox "Export to internet bank"? [](https://help.cloudex.app/uploads/images/gallery/2026-08/B9Simage.png) # Tips and Tricks # How to clear browser cache and cookies? #### Quick cache clearing in Google Chrome: 1. Press **F12** to open **Developer Tools**. 2. Right-click the **Refresh** icon (usually located in the upper-left area next to the address bar). 3. Select **"Empty Cache and Hard Reload"**.This method clears the cache only for the current page, which is useful for developers and testing purposes.
#### Clearing Cache and Cookies for the Entire Browser 1. Open the browser menu (the three dots in the upper-right corner). 2. Go to **Settings > Privacy and Security > Clear Browsing Data**. 3. Select **"Cookies and other site data"** and **"Cached images and files"**., 4. Click **"Clear Data"**. [](https://doc.ozols.lv/uploads/images/gallery/2025-05/whatsapp.jpeg)3 # How to replace and delete a partner? **1) Open the “Delete” window** This window appears when you try to delete a company that is used in existing records. **2) Review where the data is used** In the top table, you’ll see all places where the company is linked (e.g., invoices, purchases, shipments, etc.). **3) Find the field “Record ‘Clean R’ data move to”** This is a dropdown list where you must select the target company. **4) Select a company from the list** - Click on the dropdown field - Start typing the company name (e.g., *XXXXX*) - Choose the correct company from the suggestions **5) Double-check your selection** All data will be transferred to this company, and this action cannot be undone. **6) Click “Replace and delete”** Data will be moved to the selected company The original company will be deleted [](https://doc.ozols.lv/uploads/images/gallery/2026-04/datamove.png) # How to delete duplicate or unused partners? ##### Purpose Use this guide when you need to delete an unused partner or remove a duplicate partner in CLOUDEX TMS. This article explains: \- when a partner can be deleted immediately; \- when partner data must be moved to another duplicate partner before deletion; \- why the replacement partner must have the same VAT code or registration number; \- what to do if no replacement partner is available in the selection list. If partner is only used as Sender, Consignee or Loading/Delivery company then open partner and press button Delete If Partner is used as client/customer, carrier/suppliers then **it is possible to delete duplicate partners only if they have the same VAT or Registration numbers**. Open: Lists → Partners → All partners Use the search field to search by: partner name; VAT code; registration number; ... [](https://help.cloudex.app/uploads/images/gallery/2026-07/image.png) Open one of 2 duplicate partners (5) Press **Delete** button [](https://help.cloudex.app/uploads/images/gallery/2026-07/swSimage.png) If partner is used in some tables then will appear window where you will be able to choose duplicate Partner with the same VAT or registration number Select the duplicate partner that will receive the data, then click Replace and delete. [](https://help.cloudex.app/uploads/images/gallery/2026-07/zl9image.png)If you can't choose partner to which move data, then first to duplicate Partner enter the same VAT or registration number
**After clicking "Replace and delete"**: \- data from the deleted partner is moved to the selected replacement partner; \- the duplicate partner is deleted; \- historical records remain connected to the correct partner. # How to reset a form table 1. Press  it will open additional settings. 2. Press  it will reset table columns to default state. [](https://help.cloudex.app/uploads/images/gallery/2026-07/KvSimage.png) # How do I unlock a locked order? When it is necessary to unlock an order, the following conditions must be met: the user must have the appropriate permissions to do so, and the following steps must be performed: trip must be unlocked, then the order must be saved and reopened. After that, the information in the order can be edited. 1. Click on the trip **number** to open the Trip/Spedition form. 2. Click the **Lock** icon to unlock and open the trip. 3. **Close and reopen the Order**. You can then change the order information. [](https://help.cloudex.app/uploads/images/gallery/2026-08/Nb2image.png) Additional:There is a configuration option that provides additional security. Once the invoice has been generated, all three locking steps are activated.
To make changes, you need to **unlock the invoice, unlock the trip, close and reopen the Order**.
# How to send outgoing invoice reminders