Emailing Customer Invoice

  • Updated

This article will cover how to email an invoice to a customer/broker from Carrier TMS.

 

To email an invoice to a customer/broker:

1. On your left dashboard, go to Accounting > Invoices

2. Search for the invoice.

3. After confirming that the invoice is ready to be sent to the customer/broker, hoover over the invoice and click image-0__17_.png

4. If there’s a billing email address saved on the customer’s profile, the email address will default on the Send Invoice pop-up window. You can also enter the customer’s billing email address. Click Send to email the invoice PDF and related load documents to the customer.

image-2__10_.png

You can also send the invoice via email by clicking Send to Broker on the preview of the invoice PDF.

Important: An invoice can be sent to multiple emails using a comma between each email address on the customer’s billing email address field.

 

Related Articles:

Invoices Article (pending)

How do I approve a load for invoicing? (pending)

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.