September 29, 2021
How to link loads and invoices to automatically populate invoices and rate confirmations with PO and order information.
Using FreightPath, you can link loads and invoices for a number of benefits for both invoices and rate confirmations.
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.
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.
Linking a load to an invoice will automatically do two things.
Have any questions about load <> invoice linking in FreightPath? Shoot us a chat online or schedule a training to go over this specific feature.