This article will cover the process of approving a load for invoicing. You can approve a load from:

• Load’s page
• Invoices > Loads to be delivered page

To approve a load for invoicing on the load’s page:

1. Go to Operations > Loads.

2. Search and click on the load you would like to approve.

3. On the load’s page, click 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 load status will update to Approved, and an invoice will be created. You can find the invoice by navigating to Accounting > Invoices > Invoice ready page.

To approve a load for invoicing on the Invoice’s page:

1. Go to Accounting > Invoices > Approval Ready

Loads will be available on the Approval Ready tab if the load status is either:

• Delivered (all segments are completed)
• Canceled - TONU

2. Select the load(s) you want to approve for invoicing and click Approve and create invoices.

Important: The load must be assigned to a customer to be approved for invoicing.

3. A pop-up window will appear to verify confirmation that you would like to approve the load(s). Click Approve load and generate invoice to proceed.

The load status will update to Approved, and an invoice will be created. You can find the invoice by navigating to Accounting > Invoices > Invoice ready page.