Customer / Shipper / Broker has not received my invoice?

Let’s take a closer look and why your generated invoice may not have been received by the relevant person

1. To ensure that your customer / Shipper / Broker receives your invoice, your first step is to verify that you have correctly entered their email address when adding them to your TrueTMS system.
2. If you're unsure whether you've generated and sent the invoice, you can check by going to the menu on the left-hand side and selecting 'Billing' under General. A generated invoice will have a status of 'Draft', indicating that it has not been sent yet. On the other hand, a sent invoice will show as 'Sent'. Please note that generated invoices are not automatically sent.
   
   
3. To send an invoice that is in 'Draft' status from the 'Billing' tab, you can easily click on the envelope icon as shown below.
   
   
4. If you haven't generated the invoice yet, you can navigate to the menu on the left side of the home screen and click on the 'Loads' tab. Locate the specific load for which you want to send the invoice and click on any part of that load line. Once the load is open, scroll down to the Charges section and choose 'Generate invoice'.
   
   
5. After generating the invoice, you will have the option to 'Regenerate the Invoice' if any changes are needed, 'Download the Invoice' to save it on your laptop, 'Send the Invoice', or 'Add Charge'. To send the invoice, simply click on 'Send Invoice'.
   
   
6. A confirmation window will appear, displaying the customer's name and the email address where the invoice will be sent. Click on the ‘Send’ button located in the bottom right corner to proceed.