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Open Invoicing and choose New Invoice.

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Select Invoice a Driver to bill a person, or Invoice a Carrier to bill a carrier company.

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For a carrier invoice, choose the company from Select Carrier.

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Its available loads appear below.

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Confirm the recipient before adding anything to the invoice.

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Use the load search to narrow the list by load number, driver, dispatcher, or location.

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Check the individual loads you intend to bill.

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Use Select all only after reviewing the list.

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For an extra charge, choose Add Item and enter its description and amount.

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Set the due date and add any invoice notes.

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Include only charges you have agreed with the recipient.

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Check the Invoice Summary against your selected loads and additional charges.

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Confirm the recipient, total, and due date, then choose Create Invoice when the details are correct.

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Return to Driver Invoices or Carrier Invoices to find existing records.

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Search invoices and use the status filter for Draft, Sent, Partial, Paid, or Overdue.

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Check the amount and due date on the matching row.