How to Apply Prepayments to Invoices Before Load Completion

Overview

Learn how to apply a customer prepayment to loads or invoices before the load is completed.

Details

If your customer prepays for a load or invoice, you can apply a prepayment in advance by following these steps:

1. Navigate to:
   Settings > Accounting Configuration

2. Ensure the setting “Require loads to be complete for default Charge Set to be invoiced?” is unchecked.
   This allows invoice creation before the load has been completed.

Once this setting is disabled, you can generate and process the invoice immediately, then apply the prepayment right away.