Invoice History Details

Field

Description

From/To date

Enter a date range for data to display on the report. This field looks at the invoice date.

Pickup From/To date

Enter a date range for loads picking up in a certain date range to display.

Delivery From/To date

Enter a date range for loads delivering in a certain date range to display.

Customer

If a customer is selected, only data for that customer will display.

Customer Group

If a customer group is selected, only data for that group will display.

Driver

If a driver is selected, only data for that driver will display.

Driver groups

If a driver group is selected, only data for that driver group will display.

Truck

If a truck is selected, only data for that truck will display.

Truck groups

If a truck group is selected, only data for that truck group will display.

Payment type

If a payment type is selected, only data for that payment type will display.

Company

If a company is selected, only data for that company will display.

Include not invoiced shipments

Check this box if not invoiced shipments should be included in this report.

Invoice status

Select the invoice status you would like to see results for- All, not paid, fully paid, partially paid, or overpaid.

Invoice batch

Enter the batch number here to narrow results.

Delivery location

If a delivery location is selected, only data with this delivery location will display.

Group by

Select how the data should be grouped on this report.

View

Select which view to use. Below each view is displayed.

Field

Description

Invoice

This field will display the invoice Id.

Reference fields

Default- This field will show reference field one from the shipment.

Details- This field will show all five reference fields from the shipment. (Meant to be exported to excel for readability)

Stops Details- This field will show reference one from the shipment.

Status

Invoice status will appear on Default view.

Truck Id

This field will display the truck Id for the load.

Date

This field will display the invoice date.

Customer

This field will display the customer Id for the load.

Stop Type (Stops Details view)

This field indicates whether the stop is a pick up or delivery.

Location (Stops Details view)

This field indicates the pick up and delivery locations from the shipment.

Miles (Stops Details view)

This field will show the miles from the shipment.

Customer MC Id (Totals view)

Customer MC number will be shown here.

Customer reference (Totals view)

Customer reference from the shipment will be shown here.

Driver/Carrier (Totals view)

Driver/Carrier assigned to the load will be assigned here.

Driver/Carrier

This field will display the driver or carrier assigned to the load.

From

This field will display the pick up city and state.

To

This field will display the delivery city or state.

Pickup

This field will display the pick up date.

Delivery

This field will display the delivery date.

Payment type

This field will display the charge type used on the shipment.

Charge

This field will display the charge amount.

Total

This field will display the total amount billed for the load.