Create Billing Record

To Create Billing Record:

1. Display the Billing window as outlined in About Billing.

2. Click the Add button located on the bottom toolbar.

3. Enter the Date the load was booked or dispatched. (The current date defaults unless you enter a different date.)

4. Enter the ProNumber. Or if you want to automate the ProNumber, select the Auto Number check box.

5. Enter the Shippers Load # and Customer PO #, if applicable, or if you want them to appear on the invoice.

6. Enter the Bill To - CustId from the Address Book window, or press the F4 key on your keyboard to display the Customer List window. From the Customer List window double click the Company Name to select it, or single click the Company Name to highlight it, then press the Enter key located on your keyboard.

7. Enter a Description of the freight being hauled.

8. Enter billing rate data by choosing one of the following rate options:

• Number of Pieces (or other quantity)

• Total Weight

• Rate Miles

• Flat Rate

• Surcharge

• Rate 2

9. Enter the amount of the Load/Unload Fee, if applicable.

10. Enter a brief description for any other charges and/or amounts in Other Charges, if applicable.

11. Select the TAX check box if you have any tax to add to the invoice (Sales Tax, Canadian HST Tax, etc.).

12. Enter the tax percentage in the % field, if applicable (NOTE: enter as a percent - 10 not .10 for 10%).

13. The Dispatch Information field is for information only. This data cannot be changed. It comes from the Mileage page.

14. Click the Save button located on the bottom toolbar.