Create an Invoice for Dispatch Service Fees
Create an Invoice for Dispatch Service Fees
Before You Use This Article
- Access needed: Dispatch service setup in Load Manager, including dispatch-service fees or carrier-customer workflows.
- Best starting path: Start from Dispatch Services.
- If this is not your setup: If you broker freight under your own authority, use Freight Brokers. If you run trucks for your own company, use Carriers, Owner-Operators, and Trucking Companies.
Dispatch service providers can use Load Manager reporting to create an invoice-style report for the dispatch fees owed by a carrier. This workflow is for dispatch services that work on behalf of carriers and charge a dispatch service fee.
Before You Run the Report
Review the load first. For dispatch service reporting, the amount entered for the customer side of the load should also be entered on the carrier side when the carrier is being billed through the report.
If the carrier amount is missing, the report may show the carrier rate as $0.00 even though the customer side of the load has a rate.
Open the Sales Report
- Go to Reports.
- Select Sales.
- Set the report criteria for the carrier or carriers you want to invoice.
Recommended Report Criteria
- Set Group By to Carriers.
- Select Page Break After Each Group if you want each carrier to print separately.
- Set the report type to Sales.
- Select the carrier or range of carriers you want to include.
- Set the date range, load status, and any other filters needed for the invoice period.
Click View Report to preview the report, or use the email option if you want to send it from Load Manager.
If the Carrier Rate Shows as Zero
If the report shows the carrier rate as $0.00, go back to the load and confirm that the carrier-side rates were entered.
Check the Load Rates
On the load screen, confirm the carrier side has the same rate values that should be included in the dispatch service fee report.
- If the load has a flat rate, enter the amount on the carrier side as well as the customer side.
- If the load has commodity or accessorial charges, enter the carrier rate in the Commodities and Accessorials table as well as the customer rate.
When to Contact Support
Contact Load Manager support if the report still does not show the expected dispatch fee after you confirm the carrier rates, date range, load status, and carrier filters. Include your company code, the load number, the carrier name, and the report criteria you used.
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