Billing SOP

Invoicing and Collections

Get paid accurately and on time.

Scope
All delivered loads.
Responsible
Billing Specialist; Accounts Receivable
Version
1.0 · not yet reviewed by the academy

Procedure

  1. Confirm the POD is signed and legible, and note any exceptions (shortage, damage, refused pieces).
  2. Match the invoice amount to the rate confirmation plus approved accessorials with supporting documents.
  3. Send the invoice with POD, BOL and rate confirmation within 24 hours of delivery.
  4. Review the aging report weekly; contact customers at 30 days and escalate at 45 days.
  5. Record payments and reconcile short-pays.

Practise it

Apply these procedures in the simulators — dispatch workflow, carrier verification, cross-border and the TMS sandbox.

Open the simulators →