Rating and invoicing for freight shipments requires pulling rate agreements, calculating accessorial charges, and matching paperwork by hand. Manual charge calculation and manager sign-off routing slow down invoice delivery and introduce frequent rework.
An automated version reads shipment paperwork, applies rate and accessorial rules, and assembles the finished invoice with supporting documents attached. The invoice reaches the customer the same day with fewer errors and less manual checking.
The full workflow, from trigger to completion.
A rule detects the completed BOL and POD attached in the carrier thread and starts the rating workflow.
The Rate & Accessorial Calculation pulls the customer rate agreement and applies mileage, fuel surcharge, and accessorial rules to the shipment.
Calculated line items post automatically into a draft invoice matched to the customer record.
Invoices above $2,000 pause for a quick sign-off from the billing supervisor before release.
The Invoice Assembly & Delivery attaches the BOL and POD, checks totals, and marks the invoice ready to send.
The finalized invoice PDF sends to the customer's accounts payable contact with documents attached.
Invoice number, amount, and send date log automatically to the master billing tracker.
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