Generate and send invoices

Once a load is delivered you can invoice the broker in a couple of clicks, with the POD attached.

Generate

From a delivered load (or the Invoices screen) choose Generate invoice. Doft builds it from the load's rate plus its accessorials — what the broker owes on top of the rate, such as detention, layover, TONU or a lumper you paid and are re-billing — and assigns the next invoice number for that carrier.

Your own costs (fuel, tolls, the lumper receipt itself) live under Expenses on the load and are never billed to the broker. Tolls, lumpers and other costs count against your profit, unless you charge them back to the driver. Fuel for a company driver is counted by miles (miles ÷ MPG × fuel price), because one fill-up usually covers several loads: the receipt stays listed on the load but isn't subtracted. To count a load's own receipts instead, open Customize assumptions in its profit. A contractor buys their own fuel, so their loads carry no fuel estimate, and a fuel receipt you paid for them counts as an ordinary cost.

Review and send

1. Open the draft to check the line items, bill-to, and payment terms.
2. Choose Send. The broker receives the invoice (PDF) by email; attach the POD and any other documents from the same dialog.
3. The invoice flips to Sent, and Aging counts days from the date sent (sentAt), not the due date. The due date still describes the payment terms; it is a separate value.

Get paid

When payment arrives, open the invoice and choose Mark paid. Outstanding totals on your dashboard update automatically, and overdue invoices are flagged so nothing slips.

Accounting sync

Invoices and expenses can sync with QuickBooks Online or Xero. A workspace can have one active accounting connection at a time, not simultaneous sync to both.

Settings

Under Settings → Invoices you can set your invoice prefix and starting number, default payment terms, logo, and which documents attach by default.