Generate Invoice

 Carriers

Apps: Web, Mobile

App Version: 3.4

 

Overview

  • Generate invoice on Mobile and Web.
  • Invoice Document Details.

I want to generate an invoice. 

These steps apply to Shippers that are On or Off-Platform Shipper. An Off-Platform Shipper is a Shipper that has not yet joined the Roger community. If you have an Off-Platform Shipper, please encourage the Shipper to contact Roger customer success and join the platform.

This guide will walk through generating invoices. 

Note

  • A Roger shipper will be denoted with the following icon(mceclip4.png). Off-Platform Shippers do not have a designated icon. 
  • An invoice can be generated for multiple loads, but loads have to be for the same shipper.
  • An invoice # is automatically generated by the Roger system. You can change this number when you generate the invoice.

Generate Invoice

Web  Mobile

Carrrier_Loads_GenerateInvoice_Web_v1.4.1.gif

  1. Go to the Open Loads tab.
  2. Any load(s) ready to submit will have the green Ready to Submit icon. 
  3. To Generate the Invoice, click on the associated checkbox(es) for the load(s) and click Generate Invoice button at the top right of the screen.
  4. An automatically generated invoice number will be populated (can be edited).
  5. The carrier has the option to Download, Preview or Send to Email.
  6. Click Generate. The load will then be moved from the Open view to the Submitted view.

To generate an invoice via a mobile device: 

Carrrier_Loads_GenerateInvoice_Mobile_v1.4.1.gif

Invoice Details

The invoice will be generated in the following format:

The cover sheet of the invoice will be an overview document. This document will show all load identifying information and freight amount calculations. Load(s) that are part of the invoice will be listed on this page with an associated Ref #.Invoice_Details.JPG

The next pages will contain information on the loads that were submitted. This includes the Invoice Number and the scale ticket images that were attached. If there are multiple loads and images attached, there will be a page for each of those associated loads and images. The images will be in order of origin, destination, and then any other images.

mceclip0.png

 

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