To show on the Invoices page, the load status must be either:
- or Complete (all the segments);
- or TONU canceled.
The load must also be assigned to a Customer.
To approve a load for invoicing:
- On your left dashboard, go to Operations > Loads
Search for the load.
- On the top right corner of the load profile page, click on More > Approve Load.
A pop-up window will appear to verify confirmation that you would like to approve the load. Click Approve Load to proceed.
The status of the load will change to Approved.
Attention: On the Invoices page, an error status will display under the Documents column if the following load details and documents are missing:
- Load Reference Number
- Load Rate
- Rate Confirmation Document
- Bill of Lading Document
Just so you know, for the Invoices, Carrier TMS will recognize only the BOL type. So if you use any other - such as Original BOL POD/Signed BOL or Blind BOL - it will show the error status as missing BOL.
Important: Users must have load details and documents to approve and invoice the load. It’s just a warning.
The status will change to once all the load details and documents have been added.