How to Create and Send Mass Invoices in Truckpedia TMS

This article explains how to create and manage mass invoices in Truckpedia TMS. It outlines the requirements (same customer, delivered status, and use of List View), and instructions for generating invoices, and methods to view and send them.

Key Points to Know Before You Start

• Mass invoices can only be generated for loads associated with the same customer.
• Loads must be in the Delivered status.
• Use the List View in the Dispatch section to select loads.
• Mass invoices must be manually sent via the Documents tab.

Steps to Create Mass Invoices

• Confirm all loads are linked to the same customer and marked as Delivered.
• Navigate to Dispatch > List View in Truckpedia TMS.
• Once you select more than one load, the Batch Actions button will appear.

• Generate the Mass Invoice:
  
  • After selecting the loads, click the Generate Mass Invoice option.

• Assign a unique invoice number in the provided field. (Any number is fine)
• Click Submit to create the invoice.
• A confirmation message will appear indicating successful creation.

How to View and Send Mass Invoices

• • In List View, locate the load and click on it.

Send the Invoice for Payment

• • Open the mass invoice in the Documents tab.

• • Manually send the invoice to the appropriate recipient(s).

Important Notes:

• Payment requests cannot be made directly for mass invoices in Pipeline view because it shows individual loads and may involve multiple customers.
• Instead, send the invoice manually via the Documents tab.
• Always verify load statuses and customer details before generating invoices.
  
  
  

For any further assistance, contact our support team at help@truckpedia.io