Managing orders and invoices

Managing Orders and Invoices

Keep track of all your shipments, contracts, and billing documents in one place.

Orders Overview

Navigate to Orders from the main menu to see:

• Pending — Loads that have been booked but not yet picked up
• Active — Shipments currently in transit
• Completed — Delivered shipments with final documentation
• Cancelled — Orders that were cancelled before pickup

Order Details

Each order includes:

• Shipping contract — Auto-generated agreement with all terms
• Rate confirmation — Agreed-upon rate and payment terms
• Bill of Lading (BOL) — Uploaded by the carrier at pickup
• Proof of Delivery (POD) — Uploaded by the carrier at delivery
• Photos — Any shipment photos taken during transit
• Communication log — All messages between shipper and carrier

Invoices

After a shipment is delivered:

1. An invoice is automatically generated
2. You'll receive an email with the invoice PDF
3. The invoice is available in Orders > Completed > Invoice

Invoice includes:

• Load reference number
• Shipper and carrier details
• Agreed rate and any adjustments
• EZShip service fee
• Payment terms and due date

Exporting Data

You can export your order and invoice data:

• CSV export — For spreadsheet analysis
• PDF export — For individual invoices and contracts
• Bulk download — Download all invoices for a date range

Filtering & Search

Use filters to find specific orders:

• Date range
• Status (pending, active, completed, cancelled)
• Carrier or shipper name
• Route (origin/destination)
• Amount range