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How to Add Attachments to a Load in Carrier TMS

Table of Contents

    Introduction

    In Carrier TMS, you can upload attachments to any load, such as dispatch sheets, receipts, or photos. Attachments stay on the load for your records, and you can include them when you send the invoice.

    How to Add Attachments to a Load in Carrier TMS

    Step 1: Log In to Carrier TMS

    Step 2: Go to Loads

    • Click Loads in the left-hand menu to see your loads.

    Step 3: Open the Load

    • Click the load you want to add an attachment to. The load details page opens.

    Step 4: Upload Your Attachment

    • Scroll down to the Attachments section on the right side of the load details page.
    • Click Upload Attachments and choose a file, or drag and drop it. The file then appears in the list under Attachments.
    Carrier TMS load details page with the Attachments section highlighted on the right, showing the Upload Attachments button and an uploaded dispatch sheet PDF

    Step 5: Include the Attachment on the Invoice

    • When you're ready to bill, open Send Invoice on the load.
    • Scroll down to the Attachments section of the invoice window.
    • Check the box next to each file you want to send with the invoice email, then send the invoice as usual.
    Send Invoice window in Carrier TMS with the Attachments section highlighted at the bottom and checkboxes next to the load's attachments

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    Next Steps

    Ready to send the invoice with your attachments? Learn how to send invoices from Carrier TMS.