Turvo Reports - Billing

The Billing card in Turvo Reports provides views of your shipments in Turvo from different perspectives and gives you the ability to create customer invoices at the shipment-level. With these reports, you can invoice customers, generate and view details for batch invoices, and record payments to customers for multiple shipments.

Note: You must create invoices based on shipments or orders. They cannot be created for both in the same tenant. If you have the Billing card enabled, your tenant can only invoice by shipment. For more information on the invoicing at the order-level using Turvo’s Settlements page, see our article, Creating batch order invoices for customer payments.

This article covers the information summarized in each report on the Billing card and the column and filter options available for each report:

To learn more about other categories in Turvo Reports, see our articles on:

Note: Some categories and some reports within each category may not be available on your tenant, depending on your current configuration.

Important note: Most reports in the Billing card require an applied filter to show results in the Summary card, and the GENERATE REPORT function must be used to view individual results. For instructions on how to use the filter functions to create reports, see our Turvo Reports at a glance article.

Viewing additional details in Billing reports

While viewing reports in Billing, you can view additional details on shipments and update them from the right pane or to open a copy of the invoice document that can be printed or downloaded.

Opening the right pane

After running a report using the applied filter, clicking anywhere in a row shown in the list view opens the right pane except for the Shipment ID or Invoice # columns. The right pane provides a summary view of the shipment, where you can review the shipment information in detail, add and review documents, create an invoice for the shipment, or update information for that shipment.

Note: Clicking the Shipment ID column opens that shipment in the Shipments page.

Note: Clicking the Batch invoice ID column in certain reports opens the right pane as well.

Viewing an invoice

In some reports, the Invoice # column displays the shipment’s invoice number in blue text. Click on the invoice number to view a copy of the invoice that can be downloaded, edited, or emailed.

Billing summary

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The Billing summary report tracks every step of the billing lifecycle and what billing stages each customer/carrier is at for a particular shipment. The report is useful as a general overview for your shipments’ billing status in a given period of time. Results in the report are shown by shipment, meaning that:

  • Multiple shipments sharing a single batch invoice are listed separately, and;
  • Multiple shipments that invoice the same customer(s) and/or carrier(s) are listed separately.

The totals shown at the bottom of the report include the total number of shipments that match the applied filter and the total amounts for the Customer bill and Carrier pay of all shipments shown.

Summary card for the Billing Summary report

The Summary card for this report displays the following data for shipments found in the most recently applied filter:

  • Customer bill: The total amount billed to the customer(s) for the shipments.
  • Ship ID: The total number of the shipments.
  • Carrier pay: The total amount paid to the carrier(s) for the shipments.

Information included in the Billing Summary report

The report uses the following information in each order to identify shipments that match the applied filter. All of these criteria are available as columns in the report’s list view:

Shipment ID - The Turvo shipment ID.

Customer - The customer being invoiced.

Carrier - The carrier invoicing your organization for the shipment.

Delivery - Delivery appointment date of the shipment.

Carrier invoice - Date carrier invoiced the shipment.

Customer invoice - Date customer was invoiced.

Carrier paid - Date carrier was paid for the shipment.

Customer paid - Date customer paid.

Carrier due - The payment due date for the carrier’s invoice.

Customer due - The payment due date for the customer’s invoice.

Customer bill - Total amount billed to the customer.

Carrier pay - Total amount due to the carrier.

Customer paid amount - Amount the customer has paid to date.

Carrier paid amount - Amount paid to the carrier to date.

Pickup - The pickup appointment date of the shipment.

Status - Status of the shipment.

Account owner - User who manages the customer account.

Origin - First pickup location of the route.

Destination - Final delivery location of the route.

Customer PO - The customer’s PO number for the shipment.

Mode - Mode of the shipment.

Accessorial spend - Total amount of accessorial costs added to the carrier’s cost.

Accessorial spend % - The total percentage of the carrier’s costs that are accessorials.

Multi-leg shipment ID - If the shipment is a child shipment to a multi-leg shipment, the multi-leg shipment ID is shown here.

Filtering for the Billing Summary report

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The Billing Summary report offers the following filter options to review the billing data for your shipments:

  • Date Range: Use the Pickup/Delivery toggle and fields to filter by the shipments’ pickup or delivery appointment date.
    • Use the default Custom selection in the drop-down and then enter a beginning and end date, or;
    • Use the drop-down to select from the following options to automatically input dates:
      • Today
      • Past week
      • This week
      • Next week
      • Past month
      • This month
      • Next month
    • Important note: You must apply this or one of the three following date range filter options for the Billing Summary report to function.
  • Invoice date range: Use the Customer/Carrier toggle to filter by invoices with payments due from the customer or to the carrier, then use the fields to select a creation date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Due date range: Use the Customer/Carrier toggle to filter by the due date of invoices billed to the customer or invoices submitted by the carrier, then use the fields to select a creation date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Paid date range: Use the Customer/Carrier toggle to filter by invoices paid by the customer or to the carrier, then use the fields to select a creation date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Status: Use the Is/Is not toggle and the drop-down to select and filter for invoices that are, or are not, associated with shipments with one or more of the selected status(es).
    • Leave this field blank to include all statuses.
  • Billing Status: Use the drop-down to select and filter shipments by one or more of the selected billing status(es).
    • Leave this field blank to include all billing statuses.
    • Protip: Billing statuses are system-generated statuses that indicate the progress of billable customer invoicing and payable carrier invoicing. See our Understanding your shipment's billing status article to learn more.
  • Groups: Use this filter to see shipments associated with the selected group(s). Type in a group name and select from the matching results shown below.
    • Multiple groups can be included in the filter.
    • Leave this field blank to include all groups.
  • Customer: Use this filter to see shipments for the selected customer. Type in a customer account’s name and select from the matching results shown below.
    • Only one customer account can be added to the filter.
    • Leave this field blank to include all customers.
  • Carrier: Use this filter to see shipments handled by the selected carrier. Type in a carrier account’s name and select from the matching results shown below.
    • Only one carrier account can be added to the filter.
    • Leave this field blank to include all carriers.

Batch Invoicing

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Use the Batch Invoicing report to review shipments that are pending customer payment, either due to a lack of invoicing or unpaid existing invoices, and to consolidate the selected shipments into a single invoice using the batch process. Results are shown by the shipment.

Note: The Batch Invoicing report does not have a Summary card.

Protip: This report differs from the Invoice Customer report detailed below by showing shipments that have not been invoiced, as well as those that have been.

Creating a batch shipment invoice

To use the Batch Invoicing report, one of the three date range filter options is required for your applied filter. Once your date range and any other filter parameters are configured, click APPLY to apply the filter.

Once the filter is applied, click GENERATE REPORT to view all shipments found by the applied filter.

In the panel that appears below the cards, the shipments that match the filter criteria are shown in a list view. Use the checkboxes on the left side to select the shipments you wish to create invoices for.

You can quickly select multiple rows at a time by holding down shift and clicking the first and last rows of the shipments you need to create a batch invoice for, rather than clicking each row individually. You can also bulk deselect the rows by clicking the blue “-” button at the top of the column.

Important note: The Select All checkbox at the top of the column is disabled unless all of the orders shown are for the same customer. Use the Customer filter to filter for a specific customer before clicking the checkbox.

A blue bar appears at the bottom of the panel showing the total number of selected shipments and features the CREATE BATCH INVOICE and UPDATE SHIPMENT STATUS buttons.

Click CREATE BATCH INVOICE to create a batch invoice for the selected shipments.

Important Note: Shipments in a batch invoice have both an individual Invoice ID # and a Batch Invoice ID #. Shipments associated with a batch invoice feature an ID in the Batch invoice ID column. If the customer account has a customer invoice ID number sequence assigned for batch invoices, batch invoices are created with batch numbers that follow the sequence’s rules. See our Configuring and assigning customer invoice ID number sequence rules article to learn more about customer invoice ID sequences.

Information included in the Batch Invoicing report

The report uses the following information in each order to identify shipments that are pending payment. All of these criteria are available as columns in the report’s list view:

Customer - The customer being invoiced.

Shipment ID - The Turvo shipment ID.

Customer PO - The customer’s PO number for the shipment.

Delivery date - Delivery appointment date of the shipment.

Customer bill - Total amount billed to the customer.

Status - Status of the shipment.

Invoice # - The invoice number for the shipment.

Invoice status - Status of the invoice.

Batch invoice ID - The Batch ID # generated by Turvo for the associated batch shipment invoice.

Mode - Mode of the shipment.

   

Filtering for the Batch Invoicing report

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The Batch Invoicing report offers the following filter options to review the invoice data for your shipments:

  • Date range: Use the Pickup/Delivery toggle and fields to filter by the pickup/delivery appointment date of shipments that have unpaid invoices or are missing invoices.
    • Use the default Custom selection in the drop-down and then enter a beginning and end date no more, or;
    • Use the drop-down to select from the following options to automatically input dates:
      • Today
      • Past week
      • This week
      • Next week
      • Past month
      • This month
      • Next month
    • Important note: You must apply this or one of the two following date range filter options for the Batch Invoicing report to function.
  • Invoice date range: Use the date drop-downs to filter for invoices with payments due from the customer or to the carrier, then use the fields to select a creation date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Due date range: Use the date drop-downs to filter for  invoices billed to the customer or invoices submitted by the carrier, then use the fields to select a creation date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Groups: Use this filter to see shipments associated with the selected group(s). Type in a group name and select from the matching results shown below.
    • Multiple groups can be included in the filter.
    • Leave this field blank to include all groups.
  • Status: Use the Is/Is not toggle and the drop-down to select and filter for invoices that are, or are not, associated with shipments with one of the selected statuses.
    • Leave this field blank to include all statuses.
  • Billing Status: Use the drop-down to select and filter shipments by one or more of the selected billing status(es).
    • Leave this field blank to include all statuses.
  • Customer: Use this filter to see shipments for the selected customer. Type in a customer account’s name and select from the matching results shown below.
    • Only one customer account can be added to the filter.
    • Leave this field blank to include all customers.
  • Tags: Use this filter to find shipments associated with specific tags. Type in a tag’s name and select from the matching results shown below.
    • Multiple tags can be included in the filter.
    • Leave this field blank to include all tags.

Invoice customer

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The Invoice customer report is specifically used to generate customer invoices for shipments that are ready to be invoiced, but are still pending invoice creation. Like the Batch Invoice report, this report can also be used to create invoices for multiple shipments at once. However, unlike that report, shipments that are already invoiced are not shown. Results in this report are listed by the shipment.

Protip: You can also create customer invoices using the steps detailed in our How to create and share a customer invoice  article.

Creating a customer invoice

To use the Invoice Customer report, you must include a date range in the filter. Once your date range and any other filter parameters are configured, click APPLY to apply the filter.

Once the filter is applied, click GENERATE REPORT to view all shipments found by the applied filter.

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In the panel that appears below the cards, the shipments that match the filter criteria are shown in a list view. Use the checkboxes on the left side to select the shipment(s) you wish to create an invoice for.

A blue bar appears at the bottom of the panel, which shows the total number of selected shipments and features the CREATE INVOICE and UPDATE SHIPMENT STATUS buttons.

Click CREATE INVOICE to create invoices for the selected shipments, which are assigned a Batch invoice ID.

Summary card for the Invoice customer report

The Summary card for the Invoice customer report displays the following data for shipments found in the most recently applied filter:

  • Customer bill: The total amount owed by your customer for the shipments found by the filter.
  • Customer: The number of shipments in need of invoicing found by the filter.

Information included in the Invoice customer report

The Invoice customer report considers the following information in each shipment that needs an invoice, all of which are available as columns in the report’s list view:

Customer - The customer being invoiced.

Shipment ID - The Turvo shipment ID.

Customer PO - The customer’s PO number for the shipment.

Delivery date - Delivery appointment date of the shipment.

Customer bill - Total amount billed to the customer.

Status - Status of the shipment.

Mode - Mode of the shipment.

   

Filtering for the Invoice customer report

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The Invoice customer report offers the following filter options to review shipments in need of a customer invoice:

  • Date Range: Use the Pickup/Delivery toggle and fields to filter by the pickup or delivery appointment date of shipments that are pending customer invoices. 
    • Use the default Custom selection in the drop-down and then enter a beginning and end date, or;
    • Use the drop-down to select from the following options to automatically input dates:
      • Today
      • Past week
      • This week
      • Next week
      • Past month
      • This month
      • Next month
    • Note: A Date range selection is required to run the report.
  • Groups: Use this filter to see shipments associated with the selected group(s). Type in a group name and select from the matching results shown below.
    • Multiple groups can be included in the filter.
    • Leave this field blank to include all groups.
  • Status: Use the Is/Is not toggle and the drop-down to select and filter for invoices that are, or are not, associated with shipments with one of the selected statuses.
    • Leave this field blank to include all statuses.
  • Billing Status: Use the drop-down to select and filter for shipments with one or more of the selected billing status(es).
    • Leave this field blank to include all statuses.
  • Tags: Use this filter to find shipments associated with specific tags. Type in a tag’s name and select from the matching results shown below.
    • Multiple tags can be included in the filter.
    • Leave this field blank to include all tags.
  • Customer: Use this filter to see shipments for the selected customer. Type in a customer account’s name and select from the matching results shown.
    • Only one customer account can be added to the filter below.
    • Leave this field blank to include all customers.

Accounting Sync Analytics

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The Accounting Sync Analytics report details errors found when syncing transactions with external accounting software, if one is configured for your tenant. See our article, Using the Accounting Sync Analytics report to resolve FMS sync errors, to learn more about utilizing this report to troubleshoot issues with your external accounting software.

Note: Unlike other reports in the Billing card, the Accounting Sync Analytics report does not require an applied filter to display results.

Accounts Receivable

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The Accounts Receivable (A/R) report in Billing tracks all customer invoices with an outstanding balance and allows customer payment recording through individual or batch selection. To learn more about using the A/R report for payment recording, see our How to record payments on single/multiple shipments article.

Results in this report are shown by the shipment, meaning that shipments that are included in a batch invoice are listed separately with their own Invoice ID # and a shared Batch Invoice ID #.

Summary card for the A/R report

The Summary card for the A/R report displays the following data for shipments that match the applied filter:

  • Customer bill: The total billed to the customer for the shipment.
  • Current balance: The total outstanding balance for the shipments.
  • Customer: The total number of shipments with outstanding customer balances.
  • Invoice amount: The total amount of the customer invoices.
  • Payment amount: The total amount paid to date for the shipments.

Information included in the A/R report

The report considers the following information in each invoice with an outstanding customer balance, all of which are available as columns in the report’s list view:

Customer - The customer being invoiced.

Invoice description - Description of the customer invoice.

Invoice date - Date the customer was invoiced.

Customer bill - Amount billed to customer for the shipment.

Invoice amount - Amount billed to the customer in the invoice.

Current balance - Current unpaid balance for the invoice.

Shipment ID - The Turvo shipment ID.

Delivery date - Delivery appointment date of the shipment.

Batch invoice ID - Batch invoice ID, if the part of a batch invoice.

Payment amount - Amount paid by the customer to date.

Mode - Mode of the shipment.

 

Filtering for the A/R report

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The A/R report offers the following filter options to review the customer invoice data for your shipments:

  • Date Range: Use the Pickup/Delivery toggle and fields to filter by the pickup or delivery appointment date of shipments with invoices that are pending payments from the customer(s). 
    • Use the default Custom selection in the drop-down and then enter a beginning and end date, or;
    • Use the drop-down to select from the following options to automatically input dates:
      • Today
      • Past week
      • This week
      • Next week
      • Past month
      • This month
      • Next month
    • Important Note: You must apply this or one of the following two date range filter options for the A/R report to function.
  • Invoice date range: Use this filter for customer invoices that were created within the indicated date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Due date range: Use this filter for customer invoices where payment is/was due within the indicated date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Shipment ID: Use this filter to find customer invoices related to specific shipments. Type in a shipment ID and select from the matching results shown below.
    • Multiple shipments can be included in the filter.
    • Leave this field blank to include all shipments.
  • Groups: Use this filter to see customer invoices for shipments associated with the selected group(s). Type in a group name and select from the matching results shown below.
    • Multiple groups can be included in the filter.
    • Leave this field blank to include all groups.
  • Status: Use Is/Is not toggle and the drop-down to select and filter for customer invoices that are, or are not, associated with shipments with one of the selected statuses.
    • Leave this field blank to include all statuses.
  • Invoice Status: Use the drop-down to select and filter customer invoices by one or more of the selected billing status(es).
    • Leave this field blank to include all statuses.
  • Customer: Use this filter to see customer invoices for shipments for the selected customer. Type in a customer account’s name and select from the matching results shown below.
    • Only one customer account can be added to the filter.
    • Leave this field blank to include all customers.
  • Tags: Use this filter to find invoices for shipments associated with specific tags. Type in a tag’s name and select from the matching results shown below.
    • Multiple tags can be included in the filter.
    • Leave this field blank to include all tags.

Accounts Payable

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The Accounts Payable (A/P) report tracks all shipments that have carrier invoices with an outstanding balance owed. The report allows carrier payment recording for an individual shipment or updating the invoice or shipment status by batch selection. Results are shown by the shipment.

Note: Batch payment recording for carrier payments is not available.

Protip: To learn more about adding an invoice from your carrier directly to a shipment, see our How to add and share a carrier invoice  article.

Record a carrier payment

To record a payment to a carrier, apply a filter and click GENERATE REPORT to create a list view of results. Click on the row of the shipment invoice in need of payment to open the right pane.

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Note: Clicking on the blue text in the Invoice # field opens a copy of the invoice document and clicking on the Shipment ID field opens the shipment. Click anywhere else on the row.

Use the fields in the Payment section of the right pane to input a Purpose for the payment, the Date, the payment Method, and the Payment amount. If necessary, you can also add Notes to the payment. When you are finished, click RECORD PAYMENT.

Note: Some information in these fields may be filled in automatically.

Summary card for the A/P report

The Summary card for the A/P report displays the following data for shipments that match the applied filter:

  • Current balance: The total current unpaid balance for the shipments.
  • Carrier: The total number of shipments with outstanding balances billed by the carrier(s).
  • Invoice amount: The total amount invoiced by the carrier(s) for the shipments.
  • Carrier pay: The total amount billed by the carrier(s) for the shipments.

Information included in the A/P report

The report considers the following information in each shipment with an outstanding carrier balance, all of which are available as columns in the report’s list view:

Customer - The carrier being invoiced.

Invoice description - Description of the carrier invoice.

Invoice date - Date the carrier submitted the invoice.

Carrier pay - Total amount billed by the carrier for the shipment.

Invoice amount - Total amount billed by the carrier in the invoice.

Due date - Date payment on the invoice is due to the carrier.

Shipment ID - The Turvo shipment ID.

Delivery date - Delivery appointment date of the shipment.

Current balance - Outstanding balance due to the carrier.

Mode - Mode of the shipment.

Invoice status - Status of the invoice.

Multi-leg shipment ID - If the shipment is a child shipment to a multi-leg shipment, the multi-leg shipment ID is shown here.

Filtering for the A/P report

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The A/P report offers the following filter options to review the carrier invoice data for your shipments:

  • Date Range: Use the Pickup/Delivery toggle and fields to filter by the pickup or deliver appointment date of shipments with invoices that are pending carrier payments.
    • Use the default Custom selection in the drop-down and then enter a beginning and end date, or;
    • Use the drop-down to select from the following options to automatically input dates:
      • Today
      • Past week
      • This week
      • Next week
      • Past month
      • This month
      • Next month
    • Important Note: You must apply this or one of the following two date range filter options for the A/P report to function.
  • Invoice date range: Use this filter for carrier invoices that were created within the indicated date range
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Due date range: Use this filter for carrier invoices where payment is/was due within the indicated date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Shipment ID: Use this filter to find carrier invoices related to specific shipments. Type in a shipment ID and select from the matching results shown below.
    • Multiple shipments can be included in the filter.
    • Leave this field blank to include all shipments.
  • Groups: Use this filter to see carrier invoices for shipments associated with the selected group(s). Type in a group name and select from the matching results shown below.
    • Multiple groups can be included in the filter.
    • Leave this field blank to include all groups.
  • Status: Use the Is/Is not toggle and the drop-down to select and filter for invoices that are, or are not, associated with shipments with one of the selected statuses.
    • Leave this field blank to include all statuses.
  • Invoice Status: Use the drop-down to select and filter carrier invoices by one or more of the selected billing status(es).
    • Leave this field blank to include all statuses.
  • Tags: Use this filter to find invoices for shipments associated with specific tags. Type in a tag’s name and select from the matching results shown below.
    • Multiple tags can be included in the filter.
    • Leave this field blank to include all tags.
  • Customer: Use this filter to see carrier invoices for shipments for the selected customer. Type in a customer account’s name and select from the matching results shown below.
    • Only one customer account can be added to the filter.
    • Leave this field blank to include all customers.

Customer payments

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The Customer payments report displays paid-off customer balances for shipments and the dates those payments were received. Results are displayed by the shipment.

Summary card for the Customer payments report

The Summary card for the Customer payments report displays the following data for paid-off shipments that match the applied filter:

  • Current balance: The total current unpaid balance for the shipments. This should be $0 on this report.
  • Customer: The total number of paid-off shipments.
  • Customer paid amount: The total amount paid by the customer(s) to date.
  • Invoice amount: The total amount invoiced to the customer(s) for the shipments.

Information included in the Customer payments report

The report considers the following information in each shipment with paid-off customer balances, all of which are available as columns in the report’s list view:

Customer - The customer being invoiced.

Shipment ID - The Turvo shipment ID.

Delivery date - Delivery appointment date of the shipment.

Invoice date - Date the customer was invoiced.

Invoice amount - Amount billed to the customer in the invoice.

Paid date - Date the customer paid the invoice balance.

Current balance - Outstanding balance owed by the customer. This should be $0 on this report.

Customer paid amount - The amount paid by the customer to date. This should match the Invoice amount.

Mode - Mode of the shipment.

Filtering for the Customer payments report

The Customer payments report offers the following filter options to review the data for your shipments with fully paid customer invoices:

  • Date Range: Use the Pickup/Delivery toggle and fields to filter by the pickup or delivery appointment date of shipments with fully paid customer invoices. 
    • Use the default Custom selection in the drop-down and then enter a beginning and end date, or;
    • Use the drop-down to select from the following options to automatically input dates:
      • Today
      • Past week
      • This week
      • Next week
      • Past month
      • This month
      • Next month
    • Important note: You must apply this or one of the three following date range filter options for the Customer payments report to function.
  • Invoice date range: Use this filter to find shipments with paid customer invoices that were created within the indicated date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Due date range: Use this filter to find shipments with paid customer invoices where payment is/was due within the indicated date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Paid date range: Use this filter to find shipments with paid customer invoices where payment was marked as Paid in Full within the indicated date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Groups: Use this filter to see shipments with paid customer invoices that are associated with the selected group(s). Type in a group name and select from the matching results shown below.
    • Multiple groups can be included in the filter.
    • Leave this field blank to include all groups.
  • Status: Use the Is/Is not toggle and the drop-down to select and filter for paid customer invoices that are, or are not, associated with shipments with one of the selected statuses.
    • Leave this field blank to include all statuses.
  • Billing Status: Use the drop-down to select and filter for shipments with paid customer invoices by one or more of the selected billing status(es).
    • Leave this field blank to include all statuses.
  • Tags: Use this filter to find shipments with paid customer invoices that are associated with the selected tag(s). Type in a tag’s name and select from the matching results shown below.
    • Multiple tags can be included in the filter.
    • Leave this field blank to include all tags.
  • Customer: Use this filter to see shipments for the selected customer. Type in a customer account’s name and select from the matching results shown below.
    • Only one customer account can be added to the filter.
    • Leave this field blank to include all customers.
  • Carrier: Use this filter to see shipments handled by the selected carrier. Type in a carrier account’s name and select from the matching results shown below.
    • Only one carrier account can be added to the filter.
    • Leave this field blank to include all carriers.
  • Show only fully paid shipments: Use this checkbox to indicate that only fully paid shipments should be included in the filter results.

Carrier payments

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The Carrier payments report tracks shipments with fully paid-off carrier invoices.

Note: There is no Summary card for the Carrier Payments report.

Information included in the Carrier payments report

The report considers the following information for paid-off shipments, all of which are available as columns in the report’s list view:

Shipment ID - The Turvo shipment ID associated with the invoice.

Carrier - The carrier invoicing your organization for the shipment.

Pay to - The organization being paid (such as carrier or factor).

Invoice # - The carrier’s invoice number.

Payment term - Agreed upon payment terms.

Payment date - Date the carrier invoice was paid.

Account number - Carrier’s payment account.

Method - The payment method used.

Routing to - Carrier’s payment account’s routing number.

Payment deductions - The amount of payment deductions to the carrier invoice.

Net payment amount - The total amount paid to the carrier after payment deductions.

Gross payment amount - The total payment paid to the carrier.

LTL Mode - Indicates if the shipment’s mode is LTL (True/False).

QuickBooks Online ID - The QBO ID for the shipment, if the Quickbooks Online integration is in use.

DOT Number - The carrier’s DOT ID number.

Filtering for the Carrier payments report

R1_2023_Carrier_Payments_Report_Filter.png

The Carrier payments report offers the following filter options to review the data for your shipments with fully paid carrier invoices:

  • Date Range: Use the Pickup/Delivery toggle and fields to filter by the pickup or delivery appointment date of shipments with fully paid carrier invoices.  
    • Use the default Custom selection in the drop-down and then enter a beginning and end date, or;
    • Use the drop-down to select from the following options to automatically input dates:
      • Today
      • Past week
      • This week
      • Next week
      • Past month
      • This month
      • Next month
    • Important note: You must apply either the Date range or Paid date range filter options for the Carrier payments report to function.
  • Paid date range: Use this filter to find shipments with paid carrier invoices where payment was marked as Paid in Full within the indicated date range.
    • The fields in this filter option work the same as the Date Range filter listed above.
  • Groups: Use this filter to see shipments with paid carrier invoices that are associated with the selected group(s). Type in a group name and select from the matching results shown below.
    • Multiple groups can be included in the filter.
    • Leave this field blank to include all groups.
  • Status: Use the drop-down to select and filter for shipments with paid carrier invoices by one or more of the selected billing status(es).
    • Leave this field blank to include all statuses.
  • Billing Status: Use the drop-down to select and filter for shipments with paid carrier invoices by one or more of the selected billing status(es).
    • Leave this field blank to include all statuses.
  • Payment Methods: Use the drop-down to select and filter the shipments by the payment method used to pay the carrier.
    • Multiple payment methods can be included in the filter.
    • Leave this field blank to include all payment methods.
  • Payment Terms: Use this filter to see shipments with paid carrier invoices that fall under the selected payment terms. Type in a payment term name and select from the matching results shown below.
    • Multiple payment terms can be included in the filter.
    • Leave this field blank to include all payment terms.
  • Tags: Use this filter to find shipments with paid carrier invoices that are associated with the selected tag(s). Type in a tag’s name and select from the matching results shown below.
    • Multiple tags can be included in the filter.
    • Leave this field blank to include all tags.
  • Carrier: Use this filter to see shipments handled by the selected carrier. Type in a carrier account’s name and select from the matching results shown below.
    • Only one carrier account can be added to the filter.
    • Leave this field blank to include all carriers.

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