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Customer Billing – Invoicing in Accur8 TMS

Invoicing within Accur8 TMS is dynamically driven by the bill type specified for each load. Understanding these types is key to managing the invoicing process effectively.

Bill Types and Their Impact on Invoicing

  • Collect (COD): Loads marked as Collect are due for payment upon delivery. Selecting this bill type makes the load appear in the customer billing section immediately, indicating readiness for invoicing.
  • Prepaid: Loads with a ‘Prepaid’ bill type are also ready to be invoiced right away, typically before the delivery is made.
  • Invoice: This is the most common bill type, where the load will only show up under customer billing once it has been delivered.

By setting the bill type as ‘Collect’, ‘Prepaid’, or ‘Invoice’, you control when the loads are available for billing, ensuring synchronization with delivery status and customer agreements.

Invoice Creation Procedure

Step 1: Selecting the Load

Choose the load from the ‘Customer Billing’ section based on the assigned bill type and its delivery status.

Step 2: Processing the Invoice

Click “Process” to begin the invoicing form, which will include auto-populated details from the load.

Step 3: Reviewing Details

Carefully review the invoice details such as customer and office information, invoice and due dates, and the specifics of the load including stops, commodities, and freight charges.

Step 4: Saving the Invoice

After ensuring all information is correct and complete, click ‘Save’ to generate the invoice. This will also allow you to preview the invoice.

Step 5: Dispatching the Invoice

Dispatch the invoice to the customer by sending it to the billing contact email specified in the customer profile, using the chosen email template for consistency.

Need Help?

For assistance with setting up your invoicing preferences or help with the invoice creation process: