MVMNT

Once a load is in delivered status, it will populate in the AP under the ‘To Be Invoiced’ section and will be eligible for processing.

Click on the Order ID to review charges associated with the order and also to generate an invoice.

Choose ‘generate Invoice’. From here you can download a copy to review or directly send to billing contacts from the platform directly

1. The Due Date will auto populate based on the input Net Terms in the customer profile
2. You will also be able to attach any other documents associated with the load as well

You will then proceed to send the Invoice, along with any attachments that you chose to add, to your customer billing contacts

Once an invoice is sent, the load will move to the ‘Awaiting Payment’ section

Once Payment has been received, you will want to click on the order # to go into the order and record the payment under the ‘Payment History’ section on the lower left

1. Proceed to fill out the information then select record payment
   1. Payment Date
   2. Amount
   3. Reference ID (if applicable)
   4. Any additional notes

Once Payment is recorded, it will be transferred to the ‘Paid’ section to allow you to keep track of all your transactions.

1. Once a load is in delivered status, it will populate in the AP under the ‘To Be Invoiced’ section and will be eligible for processing.
2. Click on the Order ID to review charges associated with the order and also to generate an invoice.

3. Choose ‘generate Invoice’. From here you can download a copy to review or directly send to billing contacts from the platform directly
   
   1. The Due Date will auto populate based on the input Net Terms in the customer profile
   2. You will also be able to attach any other documents associated with the load as well
4. You will then proceed to send the Invoice, along with any attachments that you chose to add, to your customer billing contacts

5. Once an invoice is sent, the load will move to the ‘Awaiting Payment’ section
6. Once Payment has been received, you will want to click on the order # to go into the order and record the payment under the ‘Payment History’ section on the lower left
   1. Proceed to fill out the information then select record payment
      1. Payment Date
      2. Amount
      3. Reference ID (if applicable)
      4. Any additional notes
7. Once Payment is recorded, it will be transferred to the ‘Paid’ section to allow you to keep track of all your transactions.