New Features

1. The New Flow of Marking Invoices Paid

   We’ve redesigned the invoicing process to make it faster, cleaner, and more intuitive. The new flow minimizes clicks and focuses only on what’s essential for creating and managing invoices.
   
   1. Send invoices to the factoring, directly to the customer or mark as sent, but don't email.

   
    

    2. Click “Make a Payment” to open a clean side panel where you can:

   1. Enter payment date, reference number, and notes.
   2. Choose payment type.
   3. Upload supporting documents.

   4. Input or adjust payment amounts for each invoice.
      
      
      
      3. After "Make a payment", the invoices instantly update their payment status (PAID). This will update the load and invoice status paid.
      
      
      
      
      We strongly recommend keeping invoices in "Invoiced" status until customer pays you, once payment is received you can mark invoices paid via reconciliation!

       

      
       

      If you use factoring and when factoring funds you, pls use sub-status FUNDED to make sure you have received payment but do not mark the load as paid
       

2. Multiples payments for one invoice flow
   Nowadays, customers can make multiple payments to the invoice and if there is a shot-paid amount and there is balance due left, the invoice will not be marked as paid and it will show balance due. Only after making remaining balance, and balance due amount is zero, invoice status will be automatically made to paid.
   
   

   
   
    

   Invoice is regenerated after that automatically
   
   
    

3. The New Flow of Revised Rate Con
   We’ve redesigned the revised rate con workflow to make it much more efficient and user-friendly.
   Previously, there were multiple steps to undo an invoiced load. Users had to go to the batch view, open the three-dots menu and manually select undo sent status or undo batch, and then navigate back into the specific load to make changes. 
   
   Now it is a lot simpler:
   
   1. Go to the batch and click the new “Update Invoice” button.
   2. A confirmation popup appears asking if you’d like to undo the load status (Yes / Cancel)
   
   
   
   3. If confirmed, the system displays only the essential details: load documents, payment information, and credit memo options. 
   
   
   
   After all updates are completed, simply click the Save button on the edit screen. The system will validate and update all changes to the load and its associated invoice. Once saved, you can regenerate the invoice if needed to ensure all edits are reflected in the updated document.
    
4. When revised rate con, you can turn on to show balance due of the invoice from settings
   
   
   
   Here is balance due amount after revised rate con and it clearly shows that the invoice new is missing $200 balance due.
   
   

5. What is credit memo?
   In transportation billing (and more generally in accounting), a credit memo (short for credit memorandum) is a document issued by a carrier, broker, or service provider to a customer (shipper or consignee) to reduce the amount the customer owes on a freight bill or invoice.
   
   A credit memo is essentially the opposite of an invoice — it lowers the receivable balance on the customer’s account. It acknowledges that the original freight bill was overstated, incorrect, or needs adjustment.
   
   🚛 Typical Reasons for Credit Memos in Transportation
   
   Over-billing or rate error
   – Example: The carrier charged a higher freight rate than agreed in the contract or tariff.
   
   Duplicate billing
   – If the same shipment was invoiced twice, a credit memo offsets one of the charges.
   
   Accessorial charge adjustment
   – Removing or reducing charges for detention, fuel surcharge, lumper fees, or other extras that were incorrectly billed.
   
   Service failure / customer claim
   – For late delivery, damaged goods, or missed appointment penalties, a credit memo may be issued as compensation.
   
   Discount or allowance
   – Negotiated rebates, volume discounts, or after-the-fact adjustments applied to the freight bill.
   
   In this instance, company can write off or adjust invoice amounts and while doing it can choose whether the expense is related to company expense or driver expense.
   
   if it is related to driver pay, the client can deduct one time charge related to this load
   
   

    

   6. Export advanced aging report is added