In Carrier TMS, you can easily add expenses such as fuel, towing, or storage fees directly to your loads. These expenses can then be included on your invoice after delivery to ensure accurate billing. This guide walks you through how to add an expense to a load and include it in your invoice.
Step-by-Step: How to Add Expenses in Carrier TMS
Follow these steps to add an expense to a load in Carrier TMS.
Click on the Load ID to open the load details view.
Step 3: Click “Add Expense”
Scroll down toward the bottom of the load details page.
Click the + Add Expense button.
Step 4: Fill Out Expense Details
A modal will appear on the right-hand side of the screen.
Enter the following details:
Type: Choose an expense category such as Fuel, Storage, or Towing.
Price: Enter the cost of the expense.
Receipt Date: Select the date shown on the receipt.
Upload Receipt: Click Change Receipt File to upload a copy of your receipt (PDF or image).
Note: If you want this expense to appear on your invoice, make sure to check the box labeled Show Expense on Invoice.
Step 5: Save Your Expense
Click Save to add the expense to the load.
The expense will now appear under the Expenses section of the load, showing the type, cost, date, and receipt file name.
Step 6: Send the Invoice
Once your driver has delivered the load, you can send the invoice with the expense included.
Click the three-dot (⋯) icon in the top-right corner of the load view.
Select Send Invoice from the dropdown menu.
The expense will automatically appear on the invoice under the load details.
Example: Below is what the invoice will look like when an expense is attached. In this example, a $200 fuel expense was added to the load and shown on the invoice under “Description.”
Should you have any further questions or need additional assistance, please feel free to contact our support team at any time. You can reach us via email at support@superdispatch.com, or simply click on the chat icon in the bottom right-hand corner of your screen to start a conversation with us. We're here to help and look forward to assisting you!