Invoicing Customers

Invoicing Customers

Getting paid is a vital part of your business, and Load Manager TMS simplifies the process of generating and sending invoices to your customers.
Check the Load Status:
  • Locate the load you wish to invoice
  • From the "Status" drop-down menu, select one of the following and Save
    • BOOKED
    • DISPATCHED
    • ARRIVED
    • LOADED/UNLOADED
    • DEPARTED
    • DELIVERED
    • POD
Access the Invoice:
  • After saving, the "Customer Con" button will change to an "Invoice" button.
  • Click the "Invoice" button to view or download the invoice as a PDF
Email the Invoice:
  • Look for the envelope symbol near the invoice.
  • Click the envelope to email the invoice directly to the customer.
Helpful Resources
Troubleshooting
"Invoice" button not appearing? Check with a administrator that your user has the correct permissions enabled.
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