How to Auto-Generate Invoices in CarrierOS AI
Auto invoice workflow helps billing move faster when delivered loads have clean rates, references, and required documents. The guide below explains the auto generate invoices in CarrierOS AI workflow and what to verify before moving on.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Auto generate invoices in CarrierOS AI: quick answer
CarrierOS AI can prepare invoice records from ready loads, but the office should review blockers, documents, charges, and bill-to details before sending the packet.
Before you start
- The load should be delivered.
- Documents should be attached and readable.
- Invoice settings and bill-to details should be correct.
Step-by-step instructions
- From the left menu, open Accounting > Invoices.
- Review loads that are ready to approve or ready to invoice.
- Open the invoice detail.
- Check bill-to details, rate, references, and packet documents.
- Approve or send the invoice according to your process.
- Update status after sending, factoring, dispute, or payment.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Ready to invoice: Loads with enough information to prepare billing.
- Blockers: Missing or unclear items that stop clean invoice creation.
- Packet: Invoice and supporting documents.
- Status: Draft, sent, paid, overdue, disputed, or void.
What happens next
After sending, use invoice status to follow payment and keep reports accurate.
Common problems and fixes
- If a load does not appear ready, check POD, BOL, rate confirmation, and rate.
- If a packet is missing a file, attach it to the load first.
- If invoice totals look wrong, review linehaul and accessorial charges.
Tips for carrier offices
- Treat auto-generated invoices as drafts until reviewed.
- Check packet documents before factoring.
- Use invoice status as your follow-up list.
