- 1
Open Unbilled Loads
Accounting › Invoicing › Unbilled Loads lists delivered loads with a readiness check: rate con, BOL, customer and rate present. Blockers must be fixed; warnings can be overridden.
- 2
Generate
One click per load, or Generate Invoice from the load page. Line items come from the load: linehaul, fuel, approved detention and accessorials.
- 3
Send and track
Email it to the customer's billing contact. Status moves draft → sent → partially paid → paid; record payments as they arrive.
Invoice numbers are sequential per account. If an invoice is wrong, void it and generate again rather than editing the sent one.