How to upload and submit an invoice on the TMS?

First login to your Carrier TMS: Carrier TMS

To request a fuel advance, please start by logging into your Carrier TMS Account. Link below and above. 

https://carrier.bridgehaul.com/#/main/map

Creating an invoice/load to submit.

First, you would go to finance tab within your Carrier Dashboard and click on "Invoice Submission".

Then click on "+ Add Invoice" button.

If you aren't using the TMS then you can manually create a the load from this screen. To do this click on the Green Plus Button.

 

When you click on the Green Plus Button a new window will appear and you will need to enter your load information.

• Required Fields
  • Origin- City and State or Full Address
  • Destination- City and State or Full Address
  • Linehaul Amount- Amount showing on the Rate Sheet
  • Load Ref #- The reference number on the rate sheet
• Optional Fields
  • Fuel Surcharge - A fuel fee that's charged in addition to the rate 
  • Add Driver
  • Add any Accessorial- Anything you paid for that you would like reimbursement on
  • Add any Deductions- Any advances taken from the Broker which you didn't pay for

Click Save. 

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You will then need to enter your Bill-to Party and the Load Ref # again.

If you've already factored a load with this broker they will appear in the drop down list. 

If your broker/customer doesn't appear at the drop down list, there will be a "+Add Bill-to Party" at the bottom of the drop down list.

 

When you click on "+ Add Bill-to Party" a new window will appear called "Search for Bill-to Party". You will need to enter in your customer information. You can search by the below criteria: 

• MC #
• DOT #

You can also choose to search by Name, City, and State by clicking on the "Search by Name and State" button.  After you enter the search criteria, click on the "Search" button. Search Results will appear.

Click on the view details next to the appropriate customer name . Once you click view results you'll be able to see the Risk Score. A risk score that's above 90  and average day- to- pay is less than 40 days would be APPROVED.

To complete the process you have to click "Request Connection" button at the bottom of the screen. 

You should now see that information in the "Bill-to Party" field.

You will now enter your Load Ref #. (Sometimes called Pro #, Freight Bill #, Reference #, PO#, Order #, etc.)

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You can now add your supporting documents. You should see a list documents that are required by your customer.  Click on the " + Add Document" Button. 

When you click on "+ Add Document" Button a new window called " Add New Document", will appear. You will need to first select which document you are uploading from the "Document Type" dropdown list. *Please note, this needs to match the required documents in order to get processed.*  You will also input the "Document Date" (Use today's date).

You can upload your documents in three different ways:

•  Drag and drop the document from your desktop.
• Click on the box to search your device/computer for the document you wish to add.
• Finally, if your driver already connected the document via mobile app it will already appear.

Once completed, you would click "Save"

You will do the above step for all documents that are required.

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Once all documents have been uploaded your screen should look like the below, and you should see in Green, "Ready to Submit" for that invoice. Finally, click Save.

Once you have done the above process for all invoices that you want to be factored, you will finally click on the "PROCEED TO PAYOUT" button.

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Submitting Invoice(s) for Factoring.

Once you click on the "PROCCED TO PAYOUT", you will be directed to a new window where you are able to tell us how you would like to receive your funds. This screen will outline your Gross Invoice total, what will be deducted for factoring fees, and Transactional cost to process the invoice(s).

Rest assure that we only charge you one time per Payout Method. Example: you submit one invoice at 9am EST and another at 10am EST. The system will see that you have two invoices for that schedule and will only charge you the ACH Transaction Fee one time. 

Input a percentage per Payout method. (Payout Method- The process in which you will receive your funds). Once you enter your percentage amount you will see the top part of your screen updated with total  cost per method. 

Important Fields on this screen:

• Green Bold Times are the times when your funds will be in your account. *This varies slightly on banking intuitions. Its typical that your first funding could be delayed a little more outside this window.
• Expedited Invoice Processing is for when you have missed the 11AM Same Day cut off time but you still need money today. If you click that box you will be charged a $30.00 Processing fee. Expedited Processing Time window is after 11am EST and before 2pm EST.
• Add a Note is utilized for any information you want to pass to us.
  • Commonly use for when you aren't able to process an invoice for any specific reason and you need us to pull that invoice in for funding. *Please note that this will not appear on your schedule but you will be able to see that once all invoices are purchased.  

Click "Submit" once your done.