Invoice Processing

Overview

Invoice Processing

Click on the TMS Admin 🡪 Configuration link to access Invoice Processing: 

1. Customer Invoice Creation Trigger

   1. If set, represents the Load Status value that will trigger the auto-creation of a Customer Invoice (assuming the presence of an accepted Customer Quote off of which to model the invoice).

2. Carrier Invoice Creation Trigger

   1. If set, represents the Load Status value that will trigger the auto-creation of a Carrier Invoice (assuming the presence of an accepted Carrier Quote off of which to model the invoice).

3. Customer Invoice File Prefix

   1. Prefix customer invoices with Load Number or Invoice Number.

4. Cust Inv Job First Run of the Day

   1. The time of day when the Customer Invoice Batch job runs for the first time.

5. Cust Inv Job Run Frequency

   1. The amount of time between Customer Invoice Batch job runs.

6. Invoice Management

   1. Which product is being used for invoice and payment management.