Watch Video on How to do Mass Invoicing in Truckpedia
What is a Mass Invoice?
A mass invoice is used when:
- You are billing a customer for more than one load
- All loads are for the same customer
- All loads are at least in Delivered status
- None of the selected loads are already tied to an existing mass invoice
You cannot mass invoice loads that are still in progress (Assigned, In Transit).
How to Generate a Mass Invoice
Step 1: Go to Dispatch > List View
Use the Dispatch module and switch to the new list view
Step 2: Select Your Loads
Select two or more delivered loads that belong to the same customer.
⚠️ If one of the loads is already tied to an existing mass invoice, you’ll get an error:
“At least one of the loads is already in a mass invoice.”
Step 3: Generate the Invoice
After selecting valid loads, ‘batch actions’ button shows up on the top right then click the Generate Mass Invoice button.
The system now automatically assigns an invoice number and generates the PDF.
Where to View the Mass Invoice
Once generated, you’ll see the invoice inside the load under:
Load > Documents > Mass Invoice
From here, you can:
- Download the invoice PDF
- Email it to the customer (along with other load documents like POD, Rate Con, Lumper, etc.)
New: Mass Invoices Now Show in Accounting
Go to Accounting > Mass Invoice
Mass invoices generated via this new method will now:
- Show up under Accounting
- Display all included loads
- Allow you to Request Payment directly from here
No more document-only workflow.
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