Billing & Accounts Receivable Resources

Introducing the New drayOS Billing Experience
A redesigned billing experience is now available in drayOS, offering increased flexibility, clarity, and efficiency for accounting, billing, and operations teams. These updates are built to help teams work smarter with streamlined workflows and deeper insights.

What’s New:

• Reimagined Billing View

  • Designed to offer a complete picture starting from the load through to all related accounting activities

  • Improves visibility and reduces time spent navigating between pages

  • Simplifies charge set management with a cleaner interface and logical flow

• Enhanced Granularity

  • Provides both high-level summaries and detailed charge breakdowns

  • Supports in-depth analysis with new filter and sort capabilities

  • Helps teams identify discrepancies and track billing statuses with precision

• Upgraded Invoicing Experience

  • Redesigned layout makes invoice management more intuitive

  • Clearly separates what needs to be invoiced, what has been invoiced, and where payments apply

  • Introduces credit memos for flexible adjustments

• Improved Customer Rates Setup

  • Supports the creation of complex rate structures with ease

  • Allows automation of repetitive billing logic for consistent, scalable invoicing

  • Enhances transparency with better organization of charge sets, profiles, and tariffs

Getting Ready for the Changes:

• Live training webinars are available to guide users through the new layout and features

• A full set of Knowledge Base articles is published, covering:

  • Navigating the Billing Page

  • Using the New Customer Rates Setup (Charge Sets, Profiles, Tariffs)

  • QuickBooks Integration and Tools

For additional questions, teams are encouraged to reach out to their Customer Success Manager.