Generate Invoice

 Carriers

 Apps: Web, iOS, Android App Version: 1.4.1

Overview

  • Generate invoice on Mobile and Web
  • Invoice Document Details

I want to generate an invoice for the loads that I have shipped for my off-platform shippers

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 service and join the platform.

This guide will walk through how to generate a single or multiple 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
  • Invoice # is automatically generated by the Roger system, this number can be changed when the invoice is generated. 

Generate Invoice

Web Mobile

Carrrier_Loads_GenerateInvoice_Web_v1.4.1.gif

  1. Login to the Roger web command center and go to the Open Loads tab
  2. Any load(s) that is ready to submit for invoice 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. Note: An invoice can be generated for multiple loads but loads have to be for the same shipper. 
  4. An automatically generated invoice number will be populated, this can be changed to any number that the carrier prefers.
  5. The carrier either has the option to Download, Preview or Send to Email
    • Download: downloads a PDF file of the invoice to your computer
    • Preview: Opens a PDF in a new tab in the browser 
    • Send to Email: the email can be sent to yourself or multiple email addresses 
    • Note: While waiting for the PDF to be Downloaded or Previewed the user can continue to keep working on the command center and the system will let the user know when the PDF is ready. Send to Email will send an email out immediately.
  6. Click Generate, to generate the invoice, the load will then be moved from the Open loads view to the Submitted view 

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, as well as 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 for invoice. 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 these associated loads and images. The images show up in following order for each load: origin, destination and other. 

mceclip0.png

 

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