Shipments to Invoice

Field

Description

From/To Pickup Date

Here enter a pickup date range for the report and only loads picking up in that range will display.

From/To Delivery Date

Here enter a delivery date range for the report and only loads delivering in that range will display.

POD Status

Here select if only shipments with, without, or all should display on this report.

Brokerage/truck side

Here select if only brokerage, company asset, or all load types should display.

Customer

Here if a customer is selected, only loads for that customer will display.

Driver

Here if a driver is selected, only loads for that driver will display.

Groups

Here if a custom group is selected, only data for that group will display.

Include not completed

Check this box if incomplete loads should display.

Company

Here if a company is selected, only loads for that company will display.

Include only paid trips

Check this box if only loads with paid trips should display.

Include only shipments without charges

Check this box to include shipments with no charges.

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 bulled by factoring.

Order by

Here select how data should be ordered on this report.

Group by

Here select how the data should be grouped on this report.

View

Here select which view should be used on this report.

Field

Description

Shipment

This field will display the shipment Id.

Truck/Driver/Carrier

This field will display the truck, driver, and/or carrier Id.

Customer

This field will display the customer Id.

Bill to customer (View 1)

This field will display the bill to customer.

Dispatched by (View 1)

This field will display the use that dispatched the trip if applicable.

Reference 1 (View 1)

This field will display the first reference number from the shipment.

PO Number Reference field 1 (View 2)

This field will display the first reference number from the shipment with the field id from the dispatch setup options.

BOL Number Reference field 2 (View 2)

This field will display the second reference number from the shipment with the field id from the dispatch setup options.

Pickup

This field will display the pickup date, location id, and address.

Delivery

This field will display the delivery date, location id, and address.

Documentation

This field will display if the confirmation sheet, POD, and/or other documentation has been added to document management for the shipment.

Billing notes

This field will display billing notes from the shipment.

Weight (View 2)

This field will display the weight entered on the shipment.

Linehaul

This field will display the linehaul charges.

Fuel (View 1)

This field will display the fuel charges.

Other (View 1)

This field will display other charges.