Step 1: Unposting The Load From An Invoice Batch

As long as the load is in an Invoice batch, we won't be able to change its status to "In-Transit" unless it's unposted from these batches.

• Navigate to Load Management, and click on the Load ID of the load (invoice) you wish to revise.

• Once the load is opened, please scroll down until you find "Invoice Billing " section.
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• Once there, please click on the Batch Id to navigate to the batch easily.
  Once in the batch, please type in the Load ID in the relevant column by clicking on the filter icon.

• Next, check-mark the load and click on the 3-dots from the top-right corner and click on "Undo" to change the status to Unposted.
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• Once status has been changed to Unposted, you can go to the load and undo the status as well to make it to Delivered and make the relevant changes for example: adding a lumper or detention fee. 
  
  Once your changes are complete, click Update Invoice to save and regenerate the invoice with the new details.

Now, make sure to send the revised invoice to your factoring representative directly, as resending it through the system will make them think it is a duplicate.

For a visual walkthrough, you can refer to this video tutorial:
How to edit loads that is already in invoice or salary batch

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.
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