Linking Loads And Invoices

September 29, 2021

Linking Loads And Invoices

Author

Terrence Wang

Terrence Wang

Summary

How to link loads and invoices to automatically populate invoices and rate confirmations with PO and order information.

Contents

Using FreightPath, you can link loads and invoices for a number of benefits for both invoices and rate confirmations.

  1. It allows you to display the relevant PO numbers, shipper/consignees and references numbers on automatically created invoices
  2. It allows you to filter the stops shown on customer confirmations to only certain loads (multi-billing customer support)
  3. It allows you to filter the stops shown on carrier confirmations to only certain loads (multi-billing carrier support)

Get Started

To get started with load linking on invoices, you'll need a FreightPath shipment with at least one load and one invoice created. Start by filling in all the information as usual, taking note that to fill out shipper and consignee locations, the customer field must be first completed in the shipment details.

After creating both, go to the invoices tab and put the invoice you'd like to link into edit mode by pressing the blue outlined "edit" button.

FreightPath TMS Load <> Invoice Linking
FreightPath TMS Load <> Invoice Linking

To link a load to this invoice, you can click the load references field to bring up a list of all loads on the shipment. You can attach one or more loads to an invoice, and multiple invoices can have the same loads attached to them.

What does this do for my documents?

Linking a load to an invoice will automatically do two things.

  1. A new section titled "orders" will appear in the invoice, and will display the load number, shipper location, consignee location and load reference numbers of all linked loads.
  2. The rate confirmation (both customer and carrier) will be filtered to only show the stops derived from the attached loads. This can be used to create customer specific rate confirmations for LTL shipments or other complex movements.

Have any questions about load <> invoice linking in FreightPath? Shoot us a chat online or schedule a training to go over this specific feature.

“With FreightPath, the ability to track freight, complete paperwork, and share updates within seconds has become invaluable; not just for my team but for my customers and carriers too.”
Tandricus Thomas, Dispatch My Load
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