*Note: Loads can be invoiced by Email, Export, or by submitting directly to RTS once the load has been entered and saved.
- Before invoicing, you may need additional billing items. To do this, click into the Load and click the Billing tab.
- From there, click Edit and then Add New to add charges such as accessorial, detention, fuel surcharge, layover or lumper fees.
- Select the rate type, enter quantity and rate, review the calculated amount, and click Save.
- From the Loads tab, use the checkboxes to select all loads ready for invoicing and click Invoice Loads.
- Review the Purchase Confirmation screen, make corrections if needed, choose your invoicing method and click Submit.
- Marking loads as invoiced is a required step to generate Driver Statements and complete downstream workflows.
- To track and apply payment details, open the Aging Report.
- If you factor with RTS, you’ll see separate tabs for Non-Factored and Factored invoices.
- For Non-Factored Invoices, click Apply Payment on the individual invoice.
- Enter the Payment Amount and Payment Date.
- If the payment covers the full amount, select Mark Invoice as Paid before clicking Save at the bottom of the screen.