How to Use Invoice Detail in CarrierOS AI
Invoice Detail shows one customer invoice and the load, charges, documents, payments, and delivery status behind it. The guide below explains the invoice detail in CarrierOS AI workflow and what to verify before moving on.
This page is where accounting should confirm an invoice is accurate before sending or when a customer asks about a bill.
Invoice detail in CarrierOS AI: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| Invoice summary | Shows invoice number, customer, dates, totals, status, and balance. |
| Loads and charges | Shows the load charges included in the invoice. |
| Documents | Shows POD, rate confirmation, and other invoice packet files. |
| Payments and notes | Tracks payment status and internal follow-up information. |
How to use this page
- Open the invoice from the invoice list.
- Confirm customer, load number, route, charges, and totals.
- Review required documents before sending or resending.
- Update payment or follow-up status based on accounting activity.
Helpful tips
- Do not send an invoice packet with missing paperwork.
- Keep customer billing emails current in customer settings.
- Use invoice notes to explain follow-up history.
