Billing and Payments

Billing connects delivered loads, customer invoices, carrier settlements, payment status, factoring, pay holds, and reconciliation.

Billing areas

• Accounts Receivable: customer billing and payment collection.
• Accounts Payable: carrier settlements and carrier payments.
• Factoring: factored receivables and payment routing.
• Invoice remit profiles: invoice destination and billing packet routing.
• Payment Terms: customer and carrier payment timing.
• Pay Holds: loads or payments held for review.
• Reports and exports: aging, cash flow, reconciliation, and payment files.

Accounts Receivable statuses

• Delivered: load delivered and waiting for billing review.
• Ready: approved for invoice action.
• Invoiced: invoice has been created or sent.
• Factored: invoice is routed through factoring.
• Paid: customer payment has been recorded.

Accounts Payable statuses

• Delivered: carrier payment is waiting for review.
• Ready: payment is approved for settlement or payment action.
• Pending: settlement or payment batch is waiting for completion.
• Paid: carrier payment is complete.

Billing readiness checklist

• Team selection is correct when your organization uses teams.
• Load status is correct.
• Required documents are uploaded and approved.
• Proof of delivery is attached when required.
• Customer billing profile is complete.
• Carrier payment details are complete.
• Pay amounts and accessorials are accurate.
• Factoring instructions are current when factoring applies.
• Holds are resolved or intentionally left in place.
• Due dates match customer and carrier terms.

Common billing tools

• Teams, filters, and search: narrow queues by team, customer, carrier, date, status, hold state, or other visible fields.
• Selection totals: review totals before batch actions.
• Billing packets: group invoice documents for customer billing when needed.
• Remit to selection: choose the invoice remit profile before packet creation.
• POD upload: attach proof of delivery from billing workflows.
• Adjustments: review warnings before changing pay after billing work has started.
• Payment recording: capture payment date, amount, and status.
• Settlements: review carrier pay before marking payment complete.
• ACH/Nacha batches: review carrier payment files before release.
• Exports: compare billing queues, payment records, and reports during reconciliation.

Teams

When teams are enabled, billing queues and payment actions follow the teams selected in the dashboard. Use All teams for cross-team review, or select one team when working a specific branch, desk, or customer group.

Exports and totals should be reviewed with the current team selection in mind.