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