Consolidated Invoices

Consolidated Invoices

Load Manager enables you to consolidate invoices for your customers. 

Enable Consolidated Invoices
To get started go to SETTINGS >> CONFIGURATION OPTIONS


Mark the check box titled "Turn on Consolidated Invoices"

   
Click Save.

Next, go to your Customer Tab and click on the customer for whom you wish to create consolidated invoices for.
 


Select the Consolidated Options.  Press "Save"



Select Loads for Consolidation
you can select loads for consolidate two way:
  1. Bulk Add by Invoice Status
  2. Add on Load Screen
1. Bulk Add by Invoice Status
Go to ALL LOADS >> make sure all Loads you want to have consolidated are in the invoiced status. 
Go to CUSTOMERS >> CREATE CONSOLIDATED INVOICES
 

Check the Loads that you want to add to the Consolidated Invoice Queue. 
Click Add to Queue.

 
The invoices of the loads you selected will automatically be grouped by the customer assigned to each load, and generate a consolidated invoice automatically. 

2.  Add on Load Screen
You can also add loads to the Consolidated Invoice Queue by clicking on Add to Consolidated Invoices button directed from the Load Screen.  


Finalize and Send your Consolidated Invoices 
To View your Consolidated Invoices go to CUSTOMERS >> CONSOLIDATED INVOICE QUEUE


Here you will see your consolidated invoices created by the TMS system based on the invoices you added to the queue in the Create Consolidated Invoices page. 
You now can: 
  1. Edit your consolidated invoices with a customized REL Number, Payment Terms, Job Description, and Comments.
  2. Email your customers directly in the TMS platform.
  3. Print a copy 
  4. Select status open or closed
    1. Open Status indicates that the consolidated invoice has not been paid yet.
    2. Closed Status indicates that the consolidated invoice has been paid. 







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