How to Use Invoices in CarrierOS AI
The Invoices page is where CarrierOS AI turns delivered, approved loads into customer billing work. It helps accounting see what is ready, what is missing, and what has already been invoiced. The guide below explains the invoices in CarrierOS AI workflow and what to verify before moving on.
Invoices depend on accurate load rates, customer details, required documents, and delivery status. This page keeps billing separate from dispatch while still using the same load data.
Invoices 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 list | Shows customer invoices and their current payment or delivery status. |
| Billing readiness | Helps identify loads missing PODs or other paperwork before invoicing. |
| Invoice actions | Open, send, download, or review invoice packets when available. |
| Filters | Find invoices by customer, date, status, or invoice number. |
How to use this page
- Start with invoices that are ready or waiting on paperwork.
- Open the invoice detail before sending to confirm charges and documents.
- Make sure the load total, customer email, and attached paperwork are correct.
- Send or download the invoice packet only after the review is clean.
Helpful tips
- Do not invoice before POD and required documents are attached.
- Use invoice status consistently so open balances stay clear.
- If a load changes after invoicing, review whether the invoice needs to be regenerated.
