Invoices — billing lifecycle & payments in TMSDASH

Overview

A five-tab billing workspace — List, Recurring, Statements, Credit Notes, and Insights. Create invoices tied to loads and customers with itemized line items, attach supporting documents, send and record payments, and run bulk actions. Manage the billing lifecycle from draft to paid, accept Stripe checkout payments, and push invoice data to Google Sheets.

How to get there

Key features

• Five-tab layout: List, Recurring, Statements, Credit Notes, and Insights
• Itemized line items (description, quantity, rate, amount) drive the subtotal
• Attach rate cons, BOLs, and receipts to invoices via private storage
• Bulk actions: send, mark paid, and CSV-export selected invoices
• Accept customer card payments via Stripe checkout
• Status workflow: draft → sent → paid (or partial / overdue / cancelled)
• Record payment method (Stripe, PayPal, bank transfer, check, cash)
• Filter and search invoices
• Push invoice rows to your own Google Sheet via a per-carrier OAuth connection
• Export a single invoice or a bulk batch to QuickBooks CSV
• See related modules: Recurring Invoices, Credit Notes & Refunds, AR Aging Statements, and Billing Insights
• Invoice Factoring — submit to eCapital, LoadConnex, TBS, or Loves and track advance, fee, reserve, and funding
• Plaid ACH bank transfers — let customers pay by direct debit via Plaid Link verification

Step-by-step

1. 1Open the sidebar → Finance → Invoices.
2. 2Click New Invoice — select a customer and load, add line items (description, quantity, rate), then tax and totals.
3. 3Set the issue date, due date, and status; attach any supporting documents (rate con, BOL, receipts).
4. 4Send the invoice to the customer, or share a Stripe checkout link so they can pay by card.
5. 5Record the payment method and amount when an invoice is paid; partial payments track automatically.
6. 6Select multiple invoices to bulk send, mark paid, or export to QuickBooks CSV.
7. 7Use the Recurring, Statements, Credit Notes, and Insights tabs for scheduled billing, AR aging, adjustments, and analytics.