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How to Invoice on Load Charge V2 in Truckpedia

Load Charge V2  (version 2)  gives you an easier way to build invoices. Charges are organized more clearly, items are simpler to apply, and the layout helps you review everything before submitting the invoice. The update reduces manual work and keeps your billing more consistent.

Video on How to Invoice on Load Charge V2 in Truckpedia

To use Invoice V2, Load Charge V2 must be enabled on your account. Below is a step-by-step guide to generating invoices using Invoice V2 inside Truckpedia.

1. Ensure Load Charge V2 is Enabled

Open a load.

  • Confirm that Load Charge V2 is active by checking the Charges tab. It will look different from Load Charge V1.


2. Add a Charge to the Load

  • Navigate to the Charges section in the load.

  • Add the appropriate charge(s) (e.g., Hauling Fee).

  • Click Submit to save the charge.

  • The status will show as "Not Invoiced."

3. Generate Invoice (from Billing Tab)

  • Open the Delivered load.

  • Go to the Billing tab inside the load (not Accounting).

  • Click Generate Invoice.

  • A confirmation message will appear: “Invoice generated successfully.”

5. Invoice Actions

Once the invoice is generated, the following actions are available in the Billing tab:

  • Download: View/download the PDF invoice.

  • Void: Cancel the invoice.

  • Request Payment: Sends the invoice to the factoring company or customer (based on integration).

  • Mark as Paid: Enter payment date and amount to log payment.

6. Updating an Existing Invoice

If you need to update the amount:

  • Go to Detail tab.

  • Edit the charges.

  • Click Submit.

  • Return to the Billing tab.

  • Click Update Existing Invoice.
  • Confirm update.

Important: Do not use “Update Existing Invoice” if the invoice has already been marked as paid. Instead, create a supplemental invoice.

7. Tracking Invoices (Invoice List View)

  • Go to Accounting > Invoices.

  • If it’s your first time, click Add List > List for Load Invoice.

  • You will now see all invoices created via V2.

  • You can view status, amounts, and download PDFs from here.

8. Documents and History

  • Any uploaded BOL, Ratecon, or POD will automatically be attached when an invoice is sent.

For any questions, contact support at help@truckpedia.io.