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How to Send Invoices in Carrier TMS

Sam
Updated

Introduction

Once a load is delivered, you can send an invoice from Carrier TMS to the shipper or broker for payment. Invoicing from Carrier TMS speeds up billing and keeps all of the load's documents in one place. This article also covers how to get a copy of every invoice you send.

How to Send an Invoice in Carrier TMS

Step 1: Log In to Carrier TMS

Step 2: Open the Delivered Tab

  • Click Loads in the left-hand menu.
  • Select the Delivered tab.
Carrier TMS Loads page with Loads highlighted in the left-hand menu and an arrow pointing to the Delivered tab

Step 3: Open the Load

  • Click the load you want to invoice.
Delivered tab in Carrier TMS with a delivered load's ID and status highlighted
Note: A load must be marked Delivered before you can send an invoice.

Step 4: Click Send Invoice

  • On the load details page, click the blue Send Invoice button in the upper-right corner. The Send Invoice window opens.
Carrier TMS load details page with an arrow pointing to the blue Send Invoice button next to Edit Load

Step 5: Review the Invoice Details

Before you send, check that these are correct:

  • Shipper or broker information.
  • Pickup and delivery locations.
  • Total rate and any added fees.
  • Payment terms.
  • Attachments, such as BOLs or inspection photos.

Step 6: Send the Invoice

  • Click Send Invoice at the bottom of the window.
  • The invoice is emailed to the shipper or broker on file.
  • If you use SuperPay, sending the invoice starts the payment process.
Send Invoice window in Carrier TMS with customer, invoice ID, sending method, and attachments, and the Send Invoice button highlighted at the bottom

How to Get a Copy of Your Invoices (BCC)

You can have a copy of every invoice sent to your own email address by adding a BCC email in Billing settings.

Step 1: Open Settings

  • Click your company name in the lower-left corner and select Settings.
Carrier TMS company menu with an arrow pointing to Settings above Carrier Profile and Subscription Details

Step 2: Select Billing

  • In the Settings menu, click Billing.
Carrier TMS Settings menu with an arrow pointing to Billing, below Driver App

Step 3: Enter a BCC Email Address

  • In Send a blind copy (BCC) of an invoice to this email, enter the email address that should receive copies.
Billing settings in Carrier TMS with an arrow pointing to the Send a blind copy (BCC) of an invoice to this email field, below the Attach BOL to Invoices option

Step 4: Save Your Changes

  • Click Save.

Helpful Tips

  • You can resend an invoice at any time by clicking Send Invoice on the load again.
  • Upload all required documents before you invoice to avoid payment delays.
  • Invoices stay attached to the load, so you can find them later.

Next Steps

After you invoice, you may also need to send delivery paperwork. Learn how to send a BOL from Carrier TMS.

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