Pending Invoice

To generate a pending invoice, go to Finance → Receivables → Pending Invoice. Pending invoices can be generated as many times as needed. Enter in a Customer and then click the Filter button.

Adjustment options are available by clicking the icon.

To generate the pending invoice document, select the desired loads and click the Create button.

Once the document has been processed, it will be uploaded to the load(s) as a load document. Go to Load Management → Loads → Delivered Loads. Click the  next to the load in the Delivered Loads tab to open the settlement options. Locate the Documents section. For more information on Load Documents, refer to this article. The document will be called Unapproved Pending Invoice.

Click the document link to view and download the document.

The Unapproved Pending Invoice document can then be signed and re-uploaded as an Approved Pending Invoice.

The Approved Pending Invoice document can also be set as a required document.

To re-generate a pending invoice for the same loads, locate the batch id on the pending invoice document. Then, in the Pending Invoice tab, search for the same Customer and then search for the specific batch id. This will return the same loads that were included on the document.