How to Review Invoice Readiness Blockers in CarrierOS AI
Invoice blockers are the items that keep a load from becoming a clean invoice packet. Follow the steps below to review invoice readiness blockers 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
Review invoice readiness blockers in CarrierOS AI: quick answer
Open the invoice or load, read the blocker, fix the missing rate, reference, document, or customer detail, then refresh readiness before sending the invoice.
Before you start
- Know the load number.
- Have access to documents and billing details.
- Know which documents your customer requires.
Step-by-step instructions
- From the left menu, open Accounting > Invoices.
- Find the load or invoice with a blocker.
- Open the detail page.
- Read the missing or warning item.
- Fix the source record, document, or setting.
- Return to the invoice and confirm readiness.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Missing POD: Delivered load needs proof of delivery.
- Missing rate: Load amount is blank or wrong.
- Missing reference: Broker load number or billing reference is missing.
- Document mismatch: A file is missing, unreadable, or linked incorrectly.
- Bill-to issue: Customer or invoice settings need review.
What happens next
When blockers are resolved, create, approve, or send the invoice packet.
Common problems and fixes
- If a blocker stays after fixing, reload the page and check the source field again.
- If the document is present but blocked, verify document type.
- If bill-to details are wrong, check broker/customer and invoice settings.
Tips for carrier offices
- Fix blockers at the source record.
- Do not override a blocker unless your office understands the risk.
- Use blockers as a billing cleanup checklist.
