How to Create an Invoice in CarrierOS AI
Invoice creation turns delivered freight into a billing record your office can send, download, factor, or mark paid. Follow the steps below to create an invoice in CarrierOS AI, then confirm the saved result before the office relies on it.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Create an invoice in CarrierOS AI: quick answer
Open a delivered and ready load, review rate and documents, create the invoice, check invoice detail, then send or download the invoice packet.
Before you start
- The load should be delivered.
- Rate, broker/customer, references, and documents should be correct.
- POD/BOL and required receipts should be attached.
Step-by-step instructions
- From the left menu, open Accounting > Invoices, or open the delivered load from Operations > Loads.
- Review ready-to-approve or ready-to-invoice items.
- Open the load or invoice detail.
- Check customer, rate, references, dates, and packet documents.
- Create or approve the invoice.
- Send, download, or mark status based on your office process.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Invoice number: The billing reference for the customer or factoring company.
- Load number: The shipment tied to the invoice.
- Bill to: Broker or customer being billed.
- Charges: Linehaul and accessorial amounts.
- Packet documents: Invoice, rate confirmation, POD/BOL, and receipts.
What happens next
After the invoice is sent, track status until it is paid or resolved.
Common problems and fixes
- If no invoice can be created, check delivery status and document readiness.
- If the amount is wrong, review load rate and accessorials.
- If bill-to details are wrong, review broker/customer and invoice settings.
Tips for carrier offices
- Review the packet before sending.
- Keep invoice status current.
- Use consistent invoice numbering.
