I am now looking deeper into just waiting on my money and extending credit to customers and brokers. Just curious how some of you are doing the billing. . .
When billing brokerages, do you email- make PDF files of the proof of delivery then attach an invoice with your company header with the amount due, and where to remit the payment to?
Or is it all done through the mail?
Thanks in advance for your answers
Billing direct / account receivables
Discussion in 'Ask An Owner Operator' started by HopeOverMope, Jan 3, 2018.
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I use an invoicing program called Freshbooks. Creates professional looking invoices and very easy to track who's paid and who hasn't. You can save as a pdf or print out.
All the customers I deal with prefer scanned copies sent by email. I have an app on my phone called Camscanner. Very easy to use.
After I have scanned the signed BOL, etc I save it as a pdf with a name like BOL & INV XPO LOAD12345. Drop it into the corresponding file folder on my Google G Drive I have created for that load.
Download the attachment for the BOL & INV and attach it to the corresponding email address for their billing department and that's it.DSK333, Scvready, Dave_in_AZ and 1 other person Thank this. -
Btw, once you get use to doing it, the whole process takes less than 5 minutes.
Dave_in_AZ and HopeOverMope Thank this. -
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I use quick books for invoicing and A/R tracking.
Some customers want original bol some emailed copies.
I use TurboScan app. Scan original bol/pod/rate con/purchase order, scan invoice: click send as PDF, (can also send as a jpeg or fax it) title that email with my company name & invoice number. Bcc myself to verify (I always bcc myself on every email anyway) it delivers and voila. Wait for the check to show up.
It's easier than driving a truckDave_in_AZ, whoopNride and HopeOverMope Thank this. -
What's not easier for some guys is waiting 21 to 45 days for their money
Factoring is worse than a drug addiction for some owner ops. LOLDave_in_AZ, m16ty, Doing_flatbed_nc and 4 others Thank this. -
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Dave_in_AZ and Ruthless Thank this.
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Or grow more conservatively, so that the operator has the funds necessary to pay any recurring expenses as well as unforeseen expenses without needing to borrow or "rob peter to pay paul".
I'm fiscally conservative with my business and personal plans (except stocks).jamespmack Thanks this.
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