Send the invoice
Create the invoice from a delivered load with the broker, amount and billing email filled in, then email it with the BOL, POD and rate confirmation attached.
Recorded in TBOS with example data. Names, companies and documents are fictional.
What the video says
- Once a load is delivered, invoice it right from the load. Open the delivered load.
- TBOS fills in the broker, the billing email and the total from the load. Check the due date.
- Tell the broker how to pay you, then create the invoice.
- Here's the PDF invoice TBOS creates, with your business, the load and the amount due.
- Send it. The broker gets the invoice with the BOL, POD and rate confirmation attached.
- You can see when the mail server accepts it. The invoice now waits for payment.