To generate the invoice for a load, go to Load Management → Loads → Delivered Loads.
Generating invoices can also be done from Finance in the Receivables tab. Refer to this article for more information.
On the Customer/Shipper Invoicing side, click on the next to the load.
Click the Invoice button to generate a new invoice, or the Adjust Invoice button to create another invoice if one is already generated.
There are additional invoicing options available in the dropdown menu, such as accessorials only or standard without accessorials. Product Details can also be added by selecting the Add Product Details checkbox. Click Generate Invoice to view the invoice preview.
If a Notice of Assignment document is configured to be attached to the invoice, an additional tab will show and the Notice of Assignment will be visible from here.
For information on how to configure the notice of assignment, refer to this article.
To attach documents to the invoice, navigate to the Documents tab. Note that the Required Documents listed at the top of this page are based on settings in the Shipper profile. Select which documents need to be sent with the invoice.
When ready, click Print as Sent, Print Invoice, Save Invoice, or Send Invoice.
If Save Invoice is selected, a window will open to confirm that the invoice has been saved. If Print Invoice is selected, the invoice will automatically download and a window will open to confirm that the invoice has been saved.
If Print As Sent is selected, the invoice will automatically download and a window will open to confirm that the invoice status has been updated.
If Send Invoice is selected, an email wizard will open. Select users from the list of available users. Tick the box if you want to send a copy of the email to your email address. Add a note to the email if desired. Click Send.
A confirmation message will display if the email was successfully sent. An error message will display if any problems were encountered during the send.
Once the invoice is printed, saved, or sent, it will appear in the list of invoices for the load. To view this list, select the Invoices option from the dropdown on the load card.
To view the invoice preview, click the invoice number once the invoice has been generated. To download the file, click the icon and to send the invoice, click the icon.
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