Invoices built from the load, not retyped
A confirmed rate con becomes an invoice draft right away. Add the POD, review the tax and send it in CAD or USD.
- Files
- InvoiceRate conBOLPOD
CAD 4,746.00Send invoice
A draft from the first document
See the invoice as soon as you confirm the rate con, even before the POD. The draft is marked DRAFT and has no number.
Numbers aren't wasted
The number is assigned when you issue the invoice, so drafts don't use any. An issued invoice doesn't change. A voided one keeps its number, and the replacement gets a new one.
One file for your broker
Get a single PDF with the invoice and the documents you choose: rate con, BOL and POD.
Send it or mark it as sent
Send the invoice by email from the product, or send it yourself and mark it as sent. Nothing goes out until you press send.
Works with factoring
Put your factor's remit-to and a notice of assignment on the invoice, and keep those invoices out of your days-to-pay reports.
See what's been paid
Record full and partial payments, close a short pay and see what's overdue. Export invoices and loads as CSV.
Questions
Can I invoice in CAD and USD?
Yes. Choose the currency for each load. Totals are never added across currencies.
Can I invoice customers in French?
Yes. Set the language for each customer, and the invoice follows it.
Can I send invoices on the Free plan?
The Free plan lets you download the PDF. Sending by email starts with the paid plans.
Does it replace my accounting software?
No. Keep your accounting and export invoices and loads as PDF or CSV.
Stop retyping rate cons.
Forward a rate confirmation and get the invoice draft, with the tax suggested from the route. You approve every amount.
More features
Rate confirmation reading
Each value sits next to its source. Missing or doubtful fields are flagged, not guessed.
Learn morePOD and BOL matching
Documents attach by reference number. If more than one load could match, you choose.
Learn moreEmail intake
A private address for your company. Forward what you receive, and documents wait for your review.
Learn moreGST/HST by route
The rate is suggested from the stops on the load, and you confirm it for each line.
Learn more