This tab displays general information about the invoice.

Participants

Depending on your configuration and status, you may see the Participants option on the General tab.

Click the envelope icon to open the Contact Participants pop-up window.

Add recipients who want to receive notifications for this business transaction.

You can also select an attached document(s) to send to the selected recipients (see Documents Tab).

This tab displays freight invoice attributes, if applicable.

This tab displays Event Log details.

The download icon is enabled if you are using a workflow connector to send information back to a host system.

This tab displays messages tied to the business transaction.

New or Edit Message

Click New to create a message. Click Edit to edit a message.

This opens a pop-up window where you can add a message and choose whether to notify all participants linked to the business transaction.

Delete Message

Select the desired message and click Delete.

Click OK on the confirmation pop-up window to confirm the deletion.

This tab displays freight invoice line details.

Expand a line to view all child business transactions, if applicable. 

This tab displays stop details, if applicable.

This tab displays transportation tender details, if applicable.

This tab displays overview details, including dates.

See Generic Dates for information on creating custom date fields.

This tab allows you to maintain all documents for the business transaction.

You can upload new documents or download or view current documents.

Click New to attach a document.

Select a document type and then select the file you wish to attach.

Click Save to return to the summary page.

See General Tab for information on sending attached documents to selected recipients.

This tab displays attached reports, if applicable.

You can view and/or download reports from this tab.

See Custom Reports for more information.