The load is delivered.
Now get paid for it.
Close the order and the invoice is already built — line items, accessorials and detention priced from the load itself. Email it, charge the card on file, push it to QuickBooks Online. 31,000+ invoices and $12M+ invoiced so far.
From closed load to recorded payment
Order to cash, without the re-keying
Close and invoice
The invoice builds itself out of the order
Close the load and raise the invoice in one action — the agreed price, the per-stop accessorials and any recorded detention already on it as lines. Nobody re-types what the order already knows. Send it as a PDF from the record it belongs to.
- Close and invoice in one action
- Per-stop accessorials priced in
- Invoice, quote and BOL PDFs
Payments & AR
One payment, applied across the open invoices
Charge the card on file through Cardknox, or record a check and split it across the customer's open invoices in one screen, against the deposit account it landed in. Anything left unapplied is credited to the customer's balance, and AR aging updates with it.
- Bulk-apply one payment to many invoices
- Cardknox card payments
- Deposit accounts and AR aging
Accessorials
Detention and fuel billed without a reminder
Set the free waiting time you give — company-wide or on a single stop. Auto-billing ships off: Preview logs what it would charge without charging it, and Apply turns recorded waiting over the allowance into a priced detention line at order save, with an optional percent-of-total fuel surcharge.
- Free waiting time, company or per stop
- Preview logs what it would bill, Apply charges it
- Optional percent-of-total fuel surcharge
Paper trail
Who sent the invoice, to whom, and what changed since
Every send is logged against the invoice with its recipients and the person who sent it, and the recipient list suggests people you emailed about this customer before. Downloads are counted and timestamped, and an invoice edited after it went out is flagged.
- Send log with recipients and sender
- Suggested recipients from past sends
- Download count and edited-after flag
Where billing stops leaking money
Invoice the day you deliver
The invoice is ready when the order is closed, not at month end.
Nothing closed and unbilled
Dashboard widgets flag closed orders with no invoice, and show AR aging by bucket.
One clean invoice record
Duplicate one, drive its status, and get stopped on a reused invoice number.
Bring your messiest invoice.
In the demo we'll take one of your real loads from close to invoice, with its accessorials and detention on it, then through to a payment and a QuickBooks Online export.