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Freight Invoicing for Dispatchers: Send, Track, Collect (LaneTally)

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Freight Invoicing for Dispatchers: Send, Track, Collect (LaneTally)

14 просмотров · 3 дн. назад
LaneTally
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14 просмотров · 3 дн. назад
Which freight invoices are waiting to be paid, which are ready to send, and which are missing paperwork? The LaneTally Freight invoices menu shows it in one place, with each invoice made from its load. This how-to walks through the whole menu: the four cards, the list, what is inside an invoice, getting an invoice ready and sending it to the broker, marking it paid, short pay, extra charges, editing by hand, and collecting from a broker who pays late. Try the demo, no sign-up, no card, fake data: https://lanetally.com/demo/?for=dispa... Learn how to use LaneTally: https://lanetally.com/how-to/ More LaneTally how-to videos: Video 1, the Home page:    • Truck Dispatch Software Made Easy: Home Pa...   Video 2, the Loads screen:    • Truck Dispatch Software Made Easy: Loads E...   Video 3, the Chat menu:    • Truck Dispatch Software Made Easy: Chat Ex...   Video 4, the Fleet page:    • Truck Fleet Management for Dispatchers: Dr...   Video 5, the Carriers page:    • Carrier Management for Truck Dispatchers: ...   Video 6, the Brokers page:    • Late Paying Brokers: Broker List, Terms an...   Video 7, the Renewals page:    • Truck Dispatch Software: Track Insurance a...   Full playlist:    • LaneTally How-To Videos: Truck Dispatch & ...   If this video helps you, subscribe so you see the next how-to videos, and follow LaneTally on the platforms below. LaneTally is truck dispatch software and trucking accounting software for dispatchers and small carriers: loads, chat with drivers, freight invoices, driver pay and each carrier's books, in one place. This video explains every part of the Freight invoices menu for a dispatcher, then what the carrier owner sees and the phone version. You see the real screens, filled with example data. What you will learn: Where Freight invoices is in the menu, and how the carrier picker decides whose invoices you see The four cards: Waiting to be paid, Ready to send, Missing paperwork and Paid How to search the list and use the status buttons: All, Missing paperwork, Ready to send, Sent, Partly paid, Draft and Paid What each column means, and how invoices from all your carriers show together What is inside an invoice: the "Ready to get paid?" checklist and the invoice paper the broker gets How to get an invoice ready: mark the load delivered, add the rate confirmation and the signed proof of delivery, and add the broker's load number How to send the invoice to the broker from your own email app, and mark it sent How to mark an invoice paid, and what to do when the broker pays less (short pay): the reason, the rest still owed and Partly paid How to add a payment for the rest, and what a factoring chargeback is How to add extra charges such as detention, and how to edit an invoice by hand Why a paid invoice is locked, and the three steps to change it the right way How to collect from a broker who pays late: the three reminders and the bond claim packet What the carrier owner sees, and how Freight invoices works on a phone CHAPTERS 0:00 Intro: which invoices wait for payment 0:50 Where Freight invoices is, the picker and the four cards 2:11 Search, the status buttons and the list 3:53 All carriers together, and a carrier with no loads 4:40 Inside an invoice: Ready to get paid? 6:13 The invoice paper 8:18 Get an invoice ready to send 10:14 Send the invoice to the broker 11:12 Sent: Mark as paid 11:48 The broker paid less (short pay) 13:33 Add a payment, and Paid 14:06 Factoring chargeback 14:30 Extra charges (detention and more) 15:12 Edit an invoice by hand 16:27 A paid invoice is locked 17:11 Collect from a late broker: reminders 18:02 The bond claim packet 20:13 What the carrier owner sees 21:16 Freight invoices on the phone 22:24 Wrap-up and the free demo Who is this for? Independent truck dispatchers, small dispatch companies and small carriers (owner-operators and small fleet owners) who want one place for loads, drivers, paperwork, invoices and books. It is also useful for carrier owners who work with a dispatcher and want to know what the dispatcher sees. About LaneTally: it is in beta, and the demo uses example data that stays in your browser. Features marked "Ready on launch day" in the app, such as sending an invoice from inside LaneTally with the files attached, are not available yet and are not shown as working here. For now the invoice opens in your own email app and you add the files by hand. In the Books pages, LaneTally gives information only. It is not tax, legal or financial advice. Website: https://lanetally.com Join the waiting list: https://lanetally.com/#join Follow LaneTally: Facebook:   / lanetallyapp   Instagram:   / lanetallyapp   TikTok:   / lanetallyapp   LinkedIn:   / lanetally   Questions or ideas for the next how-to video: support@lanetally.com (we look at every message within 24 hours) This video is narrated with an AI voice. English subtitles (closed captions) are included: turn on CC in the player. #TruckDispatch #FreightInvoice #Trucking