Upload Documents and Invoice

Once a load has moved from Active to Delivered status, required documents and your invoice can be attached to the load. 

Go to Loads → Delivered Loads. EKA makes it easy to track the progress to load settlement.  As you and your customer complete workflow, loads are identified with an updated Settlement Status.  

Utilize Settlement Status to filter identify loads by their current state in the workflow:

• Missing Documents - the minimum  set of  required documents is not submitted
• Pending Approval - the customer has not verified documents
• Pending Settlement - the supplied documents are verified, but settlement as not been approved
• Scheduled - settlement is approved and a pay date has been planned
• Paid - payment has been issued

*Hint:  Required documents do not account for all scenarios. Please submit all documents that support your invoice. Proper doc typing and invoice submission reduces the steps the customer has to complete prior to issue settlement so it is in your best interest to be both prompt and accurate.

Click the arrow next to the load to access the Documents section. The documents required by the customer will be listed with a gold highlight, but you may also add additional paperwork using the list of available document types.

Click on the  to add a new document. Select the file type from the list of options and attach the document by uploading from a local directory or dragging and dropping an image file into the form. Click Save to attach the file to the load.

Once the document is saved, click on the document type link to view the document.

Click the  to remove the document from the load.

The Carrier Invoice section is located at the bottom of the options in the load view. Click the  to add your invoice number and attach the invoice image. The attachment process works the same as described above for other load documents. Click Save to attach the image and invoice number to the load.

Once the invoice is saved, click on the invoice number link to view the document.

Click the  to edit the invoice number. Click the  to remove the invoice document from the load.

When all the documents required by the customer have been uploaded, the required documents will be listed with a green highlight.  Scheduled payments can be monitored either in Delivered Loads, or in the Loads function in Administration.