Скачать или смотреть How to Manage Load Invoices & Bills with Finance Module & Quick Books — MakeMyLoad TMS

Welcome to MakeMyLoad TMS!
In this video, we’ll learn how to manage load invoices and bills using the Finance module — and keep full control of your cash flow for every load.

Step 1 — Open the Load
Start by going to View Loads, and click Edit on the load you want to settle.
Now, open the Finance tab.

Here, you’ll find two key sections:

Customer Costs — this represents your income as a freight broker.

Carrier Costs — these are your expenses paid to the carrier.

At the bottom right, you’ll also see a summary of Income, Expenses, Gross, and Profit for that load.

Step 2 — Record Advance Payments
If you’ve already received or paid any amount before creating the load,
you can record those as advance customer invoices or carrier bills right here.

Once done, save and execute the load, and return to View Loads.

Step 3 — Send Load to Accounting
Hover over your load row, and click Send to Accounting.
Now, move to the Finance tab → Invoices & Bills.
Here, you’ll see that load listed along with its total income and expenses.

Step 4 — Settle Customer Invoices
Start with Customer Invoices at the top.
Hover over a load to see available actions — you can email the invoice directly to your customer,
or check payment history, including any advance received during load creation.

Once the customer payment is received,
the system will automatically deduct advance amounts, update the balance to zero,
and mark the invoice as Paid.
You can also view the full payment history for reference.

Step 5 — Settle Carrier Bills
Next, switch to the Bills tab to pay your carriers.
If any advance payment was already made, it will appear under Payment History.

When settling bills, remember — there are two important steps:
First, save the bill,
then save the bill payment.

After you receive and record the payment,
the bill amount will update to zero, indicating it’s fully settled.

Step 6 — Reconciliation & Reports
Once both invoices and bills are settled,
the load moves to the Reconcile tab — confirming that all finances are cleared.

These details automatically reflect on your dashboard under Weekly and Monthly Payments,
giving you a real-time financial snapshot.

You can also review detailed Receivable and Payable Reports
to monitor your financial performance and maintain accurate records.

Bonus Tip — QuickBooks Integration
Want even smoother accounting?
You can integrate QuickBooks directly with MakeMyLoad TMS —
just one click to sync all invoices, bills, and payments seamlessly.

And that’s it! You’ve learned how to manage invoices, bills, and finances efficiently in MakeMyLoad TMS.
Keep your books clean, your payments on time, and your business running smoothly.