Record a payment
When the broker pays, record the payment on the load. The invoice and load are marked paid together, and the money shows in your monthly results.
Recorded in TBOS with example data. Names, companies and documents are fictional.
What the video says
- When the broker pays, record it in TBOS. Your dashboard shows the invoices you've sent that aren't paid yet.
- Open the load, then click Record payment received and confirm the full amount arrived.
- The invoice and the load are marked paid together.
- In Finances, the payment counts toward this month's revenue and profit.