Invoice History Details
This report displays a list of all posted invoices with each payment type for the selected date range.
Invoice History Details Parameters
Report Parameters
Field | Description |
From/To date | Enter a date range to filter results by invoice date. |
Pickup From/To date | Enter a date range to filter results by pickup date. |
Delivery From/To date | Enter a date range to filter results by delivery date. |
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 to include shipments that have not yet been invoiced. |
Invoice status | Select the invoice status to filter results: All, Not Paid, Fully Paid, Partially Paid, or Overpaid. |
Invoice batch | Enter a batch number to narrow results to a specific invoice batch. |
Delivery location | If a delivery location is selected, only data with that delivery location will display. |
Group by | Select how the data should be grouped on the report. |
View | Select which view to use. See view descriptions and examples below. |
Report Views
View | Description |
|---|---|
Default | Displays standard invoice summary information. |
Details | Displays all five reference fields from the shipment. Best exported to Excel for readability. |
Stops Details | Displays stop-level information including stop type, location, and miles. |
Totals Detail | Displays customer MC number, customer reference, and driver/carrier information alongside totals. |
Final Delivery Details | Displays final delivery information for the shipment. |
Balance | Displays invoice balance information. |
Invoice History Details Report Default View
Invoice History Details Report Details View
Invoice History Details Report Stop Details View
Invoice History Details Report Totals Details View
Invoice History Details Report Final Delivery Details View
Invoice History Details Report Balance View
Report Views
Field | Description |
Invoice | The invoice ID. |
Reference fields | Default/Stops Details — Displays reference field 1 from the shipment. Details — Displays all five reference fields from the shipment. |
Status | The invoice status. Displayed on the Default view. |
Truck Id | The truck ID for the load. |
Date | The invoice date. |
Customer | The customer ID for the load. |
Stop Type (Stops Details view) | Indicates whether the stop is a pickup or delivery. |
Location (Stops Details view) | The pickup and delivery locations from the shipment. |
Miles (Stops Details view) | The miles from the shipment. |
Customer MC Id (Totals view) | The customer's MC number. |
Customer reference (Totals view) | The customer reference from the shipment. |
Driver/Carrier (Totals view) | The driver or carrier assigned to the load. |
Driver/Carrier | The driver or carrier assigned to the load. |
From | The pickup city and state. |
To | The delivery city and state. |
Pickup | The pickup date. |
Delivery | The delivery date. |
Payment type | The charge type used on the shipment. |
Charge | The charge amount for this payment type. |
Total | The total amount billed for the load. |