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. 







    • Related Articles

    • Factoring

      Load Manager supports factoring companies. When a factoring company is configured and assigned to a customer, the factoring remit information will automatically appear on relevant invoices. Add a Factoring Company Go to All Loads in the main menu. ...

    • Dispatch Video

      This article has been consolidated. For dispatch training videos, please see Dispatch Services: Video Training Resources. Related Articles Dispatch Services: Video Training Resources Dispatch Report Overview for Dispatch Services New Load Screen ...

    • How do you change the terms on the invoice?

      Load Manager displays "Due Upon Receipt" as the default payment terms on all invoices. You can change terms for a specific customer or change the system-wide default. Change Terms for a Specific Customer Go to the Customers tab and open the ...

    • Settings >> Company Info & Logo

      Use the Company Info page to enter your company details and upload your logo. Your logo will appear at the top of your Load Manager platform and on documents such as invoices, rate confirmations, and onboarding emails. Steps Log in to Load Manager. ...

    • Multiple Email Recipients

      When emailing documents from Load Manager — such as invoices, rate confirmations, or other reports — you can send to more than one recipient at a time. Option 1 — Enter Multiple Recipients Manually Click the email button for the document you want to ...