The Revised Rate Con workflow has been updated to provide a faster, simpler, and more intuitive way to make changes to invoiced loads.
 

How It Works

1. Go to Accounting > Invoices and open the Batch.

2. Click the new Update Invoice button.
   
   
    

3. A confirmation popup will appear asking if you’d like to undo the load status.

   • Select Yes to proceed or Cancel to exit.

   

4. Once confirmed, the system will display only the essential details for quick editing:

   • Load documents

   • Payment information

   • Credit memo options

   
    

5. After making the necessary updates, click Save.

   • The system validates and updates all changes to the load and its associated invoice.

   • Once saved, you can regenerate the invoice to ensure all edits appear in the updated document.
      

Showing Balance Due After a Revised Rate Con

You can enable the Show Balance Due display from Settings if you’d like to show it on updated invoices.


 

After revising the rate con and saving, the new invoice will display the correct balance due amount.

Example:
The updated invoice now clearly shows a $200 Balance Due that was missing earlier.



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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