To show on the Invoices page, the load status must be either:

• Approved;
• or Complete (all the segments);
• or TONU canceled.

The load must also be assigned to a Customer.

To approve a load for invoicing:

1. On your left dashboard, go to Operations > Loads
   
2. Search for the load.
   
   
3. On the top right corner of the load profile page, click on More > Approve Load.
   
   
   
4. 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. 

Related Articles:

How do I email an invoice to a customer/broker?

How do I manually upload documents to a load?