Once a load reaches the "delivered" status, it automatically moves to the "To Be Invoiced" tab within the AP section, indicating it's ready for processing. Orders transition out of the Order Board and into the AP or Accounts Receivable (AR) sections for further action.

To inspect the charges associated with an order, simply click on the Order ID. This step is crucial for verifying the accuracy of billing details.

Should there be any missing documents (Proof of Delivery (POD), Carrier Invoice, Accessorial Receipts, etc.), you can upload them in the "Documents" tab. Ensuring all documentation is complete is essential for a smooth invoicing process.

After verifying the order details and attaching any necessary documents, you can shift the invoice to the "In Review" status by selecting the option in the three-dot menu. At this point, you have the opportunity to adjust the due date or amount if needed, through a pop-up window before confirmation.

The "Invoices in Review" tab allows for sorting and filtering across various fields, aiding in the efficient management of orders pending payment.

Once an invoice is verified and ready for payment, transition it to the "Approved to Pay" tab using the three-dot menu. Here, final confirmations against the due date and rate are performed before initiating payment.

The "Approved to Pay" tab serves as the collection point for all invoices cleared for payment. Upon payment to the carrier, record the transaction by selecting "record payment" from the three-dot menu. This step is vital for tracking payments accurately.

For any internal comments or notes related to the payment or invoice process, you can add these in the same section. This feature helps maintain clear internal communication regarding AP processes.

The "Paid" tab will compile a record of all carrier payments issued. This segment of the workflow serves as a historical archive for paid invoices, facilitating audits and financial tracking.

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