Datatruck now allows you to send invoices along with additional supporting documents such as Bill of Lading (BOL) and Proof of Delivery (POD), in addition to the previously available Rate Confirmation, Commercial Invoice, and Documents.

Steps to Send Invoice with Documents

1. Go to Accounting > Invoice

   • From the dashboard, open the Accounting section.

   • Click Invoice.
     
      

2. Select Invoices

   • Open the batch

   • Check the boxes next to the invoices you want to send.

   • You can select one or multiple invoices at once.
     
      

3. Click Send

   • After selecting invoices, click the Send button at the top.

   • A pop-up window will appear.
     
     
     
      

4. Choose Sending Option

   • Select how you want to send the invoices:

     • Email: Send directly to broker via email.

     • Mark as Sent, but don’t email: Mark the invoice as sent without emailing.

     • Send to Factoring Company: Forward directly to your factoring company.

     • Other: Alternative method (Quickbooks or Fintruck)
        

5. Attach Standard Documents

   • In the pop-up, check the boxes next to the documents you want to include:

     • Rate Confirmation

     • Bill of Lading/BOL (New)

     • Proof of Delivery/POD

     • Documents  (New)

     • Commercial Invoice
       
        

6. Send the Invoice

   • Once selections are complete, click Send.

   •  Your invoice and the selected supporting documents will be delivered.