Shipments to Invoice

This report displays shipments that are ready to be invoiced.

Report Parameters

Field	Description
From/To Pickup Date	Enter a pickup date range to filter results to loads picking up within that range.
From/To Delivery Date	Enter a delivery date range to filter results to loads delivering within that range.
POD Status	Select whether to include only shipments with a POD, without a POD, or all shipments
Brokerage/truck side	Select whether to include only brokerage loads, company asset loads, or all load types.
Customer	If a customer is selected, only loads for that customer will display.
Driver	If a driver is selected, only loads for that driver will display.
Groups	If a custom group is selected, only data for that group will display.
Include not completed	Check this box to include incomplete loads in the report.
Company	If a company is selected, only loads for that company will display.
Include only paid trips	Check this box to include only loads with paid trips.
Include only shipments without charges	Check this box to include only shipments that have no charges entered.
Billing type via email	Check this box to include shipments set to be billed by email.
Billing type via mail	Check this box to include shipments set to be billed by mail.
Billing type via fax	Check this box to include shipments set to be billed by fax.
Billing type via EDI	Check this box to include shipments set to be billed by EDI.
Billing type via website	Check this box to include shipments set to be billed by website.
Billing type via factoring	Check this box to include shipments set to be billed by factoring.
Order by	Select how the data should be ordered on the report.
Group by	Select how the data should be grouped on the report.
View	Select which view to use. See view descriptions below.

View 1

View 2

Report Columns

Field	Description
Shipment	The shipment ID.
Truck/Driver/Carrier	The truck, driver, and/or carrier ID assigned to the load.
Customer	The customer ID.
Bill to customer (View 1)	The bill-to customer for the shipment.
Dispatched by (View 1)	The user that dispatched the trip, if applicable.
Reference 1 (View 1)	The first reference number from the shipment.
PO Number Reference field 1 (View 2)	The first reference number from the shipment, displayed with the field ID from the dispatch setup options.
BOL Number Reference field 2 (View 2)	The second reference number from the shipment, displayed with the field ID from the dispatch setup options.
Pickup	The pickup date, location ID, and address.
Delivery	The delivery date, location ID, and address.
Documentation	Indicates whether a confirmation sheet, POD, and/or other documentation has been added to document management for the shipment.
Billing notes	Billing notes from the shipment.
Weight (View 2)	The weight entered on the shipment.
Linehaul	The linehaul charges on the shipment.
Fuel (View 1)	The fuel charges on the shipment.
Other (View 1)	Any other charges on the shipment.