Shipments Invoice Status
This report will show a list of shipments with their invoice status and invoice details.
Field | Description |
From/To date | Enter a date range for invoices to display on the report. |
Customer | If a customer is selected, only data for that customer will display. |
Customer groups | If a customer group is selected, only data for that group will display. |
Brokerage/truck side | Select which type of loads should display. |
Company | If a company is selected, only data for that company will display. |
Invoice status | Select the invoice status you would like to see results for. |
Shipment status | Select the shipment status you would like to see results for. |
Order by | Select how data should be ordered on this report. |
Group by | Select how the data should be grouped on this report. |
Field | Description |
Shipment ID | This field will display the shipment id for the load. |
Truck/Carrier | This field will display the truck or carrier id from the load. |
Pickup | This field will display the pickup date. |
Delivery | This field will display the delivery date. |
Shipment status | This field will display the shipment status. |
Invoice batch Id | This field will display the invoice batch the shipment was added to. |
Invoice status | This field will display the invoice status based on if it was marked as paid in your accounting software referenced with the payment terms set on the customer. |
Billing notes | This field will display the billing notes from the shipment if any are added. |
Invoice date | This field will display the invoice date. |
Bill via | This field will display the bill by method set on the customer. |
Processed - email | This field will display if the invoice was sent via email. |
Linehaul | This field will display the linehaul charges. |
Fuel | This field will display the fuel charges. |
Other | This field will display any other charges not listed in the other columns. |
Revenue | This field will display the invoice’s revenue. |
Pay | This field will display the trip pay from the invoiced load. |
Margin | This field will display the invoiced load’s margin. |
Margin % | This field will display the invoiced load’s margin percent. |