UPS Invoice Tools

Processing & automation for invoice management

Invoice Processing

Canada UPS Pipeline

All CA accounts

Process any Canada UPS account - auto-detects multi or single customer.

  • 89.67% auto-matching accuracy
  • All accounts: A1T871, K583C5, etc.
  • 6-stage pipeline to email
Open Tool

USA UPS Pipeline

All US accounts

Process any USA UPS account - auto-detects multi or single customer.

  • 6-stage pipeline workflow
  • USD currency handling
  • USA-specific markup rates
Open Tool
QuickBooks & Billing

QuickBooks Invoice Sender

Upload invoices and send as QuickBooks invoices with Wise payment links.

  • Auto-extract totals
  • Generate Wise links
  • Send all with one click
Open Tool

QuickBooks Dashboard

View all QuickBooks invoices and manage entries for testing.

  • View invoice status
  • Delete entries
  • Auto-cleanup linked items
Open Dashboard

Payment Reminders

Track unpaid invoices and send reminder emails to customers.

  • Checks QB payment status
  • One-click reminder drafts
  • Includes Wise link
Track Invoices

Statement Generator

Generate statements for unpaid invoices from bookkeeping files.

  • Upload bookkeeping file
  • Find unpaid invoices
  • Copy to clipboard
Generate

QB Statement Generator

Generate statements from open QuickBooks invoices.

  • Pull from QuickBooks
  • Wise payment links
  • Gmail draft creation
Generate
Customer Portal

Portal Admin

Manage customer portal users, send invitations, and track activity.

  • 1 active users
  • 0 pending invitations
  • View portal activity
Manage Portal
Utilities

Customer Onboarding

Automate all 3 onboarding steps: Database + Sheets + YAML.

  • Add to database
  • Google Sheets row
  • YAML mapping update
Onboard

Import Historical Data

Upload old parsed files to teach the system waybill mappings.

  • 100% confidence matching
  • Bulk import
  • Boost future accuracy
Import

UPS Download Helper

Organize weekly UPS downloads with folders and checklists.

  • Auto-create folders
  • Account checklist
  • Direct UPS links
Open Helper

Waybill Lookup

Search historical data for any tracking number.

  • Find customer by waybill
  • View shipper details
  • Check past invoices
Search

Referral Tracker

Track referral commissions and payments to partners.

  • Upload referral data
  • Track commissions (10%)
  • Record payments
Open Tracker

Quick Stats