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 any expenses you've added (detention, lumper, tolls, and so on) and assigns the next invoice number for that carrier.

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 starts from the due date.

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.

Settings

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