Consolidated Invoice Layout
Consolidated Invoice Layout
Before You Use This Article
- Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
- Best starting path: Start from Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services based on your company type.
- If this is not your setup: If this is not your company type, choose Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.
A consolidated invoice combines multiple loads onto one invoice for a customer. This article explains the main fields on the consolidated invoice layout and where the information comes from.
Invoice Header
The header shows the consolidated invoice number, invoice date, terms, and reference information.
- Invoice #: Generated by Load Manager.
- PO #: Shows the purchase order or reference value when available.
- Date: Uses the invoice date and can be changed from the Edit Consolidated Invoice screen.
- Terms: Uses the invoice terms and can be changed from the Edit Consolidated Invoice screen.
From, To, Ref, Job, and Payment Terms
The billing section identifies who the invoice is from, who it is billed to, and any additional reference values.
Load Manager screen example
Customer-specific company names, contacts, addresses, account numbers, and phone/email details are omitted from this public help article.
Customer-specific company names, contacts, addresses, account numbers, and phone/email details are omitted from this public help article.
- From: Pulled from Company Info under Settings.
- To: Pulled from the Customer Information page.
- Ref: Entered or updated from the Edit Consolidated Invoice screen.
- Job: Entered or updated from the Edit Consolidated Invoice screen.
- Payment Terms: Uses the invoice terms and can be changed from the Edit Consolidated Invoice screen.
Edit a Consolidated Invoice
To change editable invoice-level fields, open the consolidated invoice queue and click Edit for the invoice.
Load Manager screen example
Customer-specific company names, contacts, addresses, account numbers, and phone/email details are omitted from this public help article.
Customer-specific company names, contacts, addresses, account numbers, and phone/email details are omitted from this public help article.
The Edit Consolidated Invoice screen lets you update invoice-level values before finalizing or sending the invoice.
Invoice Load List
The invoice load list shows each load included in the consolidated invoice.
- Invoice # / Load #: Lists the load numbers included in the consolidated invoice.
- Job # / PO #: Lists PO numbers from the included loads when available.
- BOL #: Lists BOL numbers from the included loads when available.
- Reference #: Lists internal reference numbers from the included loads when available.
- Delivered: For accounting purposes, this refers to the invoice date on the individual load, not a stop-level delivery date.
- Unit Price: Shows the customer total price calculated on the load screen for that load.
- Line Total: Shows the total for that line, usually matching the unit price for the listed load.
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