Introduction
Keeping track of customer payments is essential for steady cash flow. The Accounts Receivable report in Carrier TMS shows every unpaid invoice in one place, so carriers and dispatchers can see which companies owe them money, how much, and what's past due.
How to Open the Accounts Receivable Report
Step 1: Open the Reports Menu
- Log in to Carrier TMS.
- Click Reports in the left-hand navigation.
- Select Accounts Receivable.
Step 2: Choose the Date Range
- The date range filters by Invoice Sent Date. By default, it starts at the beginning of the year.
- To change it, click the calendar icon in the Choose Period field and select a new start and end date.
Step 3: Review the Results
- After you choose a period, the report lists each company you've invoiced and what they owe.
- Click View Loads under any amount to see the loads behind it.
How Accounts Receivable Works
The report fills in automatically from invoices you've created in Super Dispatch that are in the Billed tab. A load appears on the report once it has been Delivered and Invoiced.
What the Report Shows
- Company Name – The customer you invoiced.
- Load Count and Total Due – How many invoiced loads that company has and the total they owe.
- Load Count and Past Due – How many of those invoices are past due and the overdue amount.
- Total – The panel on the right adds up Current Due, Past Due, and Total Due across all customers for the selected period.
How Is "Past Due" Determined?
An invoice is flagged as past due when it hasn't been paid within the payment terms set on the load, such as QuickPay or 15 Business Days. Terms are counted in business days, so weekends and holidays aren't included.
Why Use Accounts Receivable?
- Easier Payment Tracking – Quickly see which customers owe you money.
- Better Financial Management – Stay on top of outstanding balances and overdue invoices.
Next Steps
Loads only show up on this report after they're invoiced. Learn how to send invoices from Carrier TMS so nothing slips through.