Recently Updated Pages
How to connect your bank account for automatic payment import?
Cloudex TMS can automatically import payments from your bank account and match them with outgoing...
How to send an order acceptance confirmation to a client?
Send an order acceptance confirmation directly from a Client order to let your client know that y...
How to send automatic milestone and document request emails
Cloudex TMS can automatically request shipment updates and missing documents from the carrier dur...
How to change the next document number?
Use this function when you need to change the number that Cloudex TMS will assign to the next doc...
How to pay Incoming invoices?
1. How to prepare payments for incoming invoices? 2. How to export payments to the Internet bank...
How to send an order to a carrier via API?
You can send a transport order directly from Cloudex TMS to your carrier's TMS without sending th...
How to add a carrier TMS API key?
Add a carrier's TMS API key when Cloudex TMS needs to send transport orders or other information ...
How to send shipment milestones to Cloudex TMS via API?
Use the Cloudex TMS API milestones endpoint when an external system needs to update Cloudex TMS a...
How to send shipment documents to Cloudex TMS via API?
Use the Cloudex TMS API documents endpoint when documents from an external system need to be atta...
How to send shipment data to Cloudex TMS via API?
Use the Cloudex TMS API when shipments created in another system need to be automatically importe...
How to record a customer self-billing invoice?
Use this function when your customer uses self-billing — meaning that the customer creates the in...
How to create API Key
When should I create a Cloudex API key? Create a Cloudex API key when another system needs to ex...
How to review AI-generated Incoming invoices and POD/CMR documents?
Incoming invoices created automatically from emails processed by the Cloudex TMS AI mailbox must ...
How to set up an AI mailbox for incoming invoice reading
Cloudex TMS can use AI to read incoming invoice emails and automatically create Incoming invoices...
How to send payment reminders for unpaid outgoing invoices?
Use this instruction when you need to send payment reminders to customers for unpaid outgoing inv...
How to change the loading and delivery sequence in a trip?
Navigation path: Operational work → Trips/Speditions → Active trips Open Operational work → Tr...
How to add GPS coordinates to a client order address?
Use this instruction when the loading or delivery address in a client order does not have correct...
How to credit an outgoing invoice and create a new corrected invoice?
Use this instruction when an outgoing invoice has already been created, but it must be corrected ...
How to edit VAT rate description
Navigation path: Your name → Settings → Classifications → VAT Rate Pressing on Change tr...
How to Configure Customer Shipment Notifications?
Open the Partner page. Select the Notification settings tab. Review the available notification ...