Invoice Processing

Invoice Processing settings are found in the TMS Admin → Configuration. Invoice Processing settings are used to set how Customer and Carrier Invoice generation, frequency, and accounting management system are managed.

Invoice Processing Fields

Configure the following fields in the Invoice Processing section:

Field Name	Field Description	Picklist Options Available
Customer Invoice Trigger	Represents the Load Status value that triggers the auto-creation of a Customer Invoice (assuming an accepted Customer Quote).	Unassigned Quotes Requested Quotes Received Tendered Assigned Dispatched In Transit Delivered Completed Cancelled Declined Expired
Carrier Invoice Trigger	Represents the Load Status value that will trigger the auto-creation of a Carrier Invoice (assuming an accepted Carrier Quote	Unassigned Quotes Requested Quotes Received Tendered Assigned Dispatched In Transit Delivered Completed Cancelled Declined Expired
Customer Invoice File Prefix	The pre-identifier that defines the Customer Invoice.	Load Number Invoice Number
Cust Inv First Run of the Day	The time of day when the Customer Invoice Batch job runs for the first time.	12:00 AM - 11:00 PM
Cust Inv Job Run Frequency	The hourly cycle that determines how often the Customer Invoice Batch job runs.	-- None -- Every 1 hour Every 2 hours Every 4 hours Every 8 hours Every 12 hours Every 24 hours
Invoice Management	The accounting product used for invoice and payment management

Note: Any external accounting integrations or packages, such as SAGE, Dynamics GP, and Accounting Seed, reference the Customer Invoice and Vendor (Carrier) Invoice objects to read the Accounting Processed Date field. This ensures that the invoice was sent to the external accounting system to process the invoice. If there is no accounting package integration, the TMS automatically defaults to TMSAccounting.