Invoice - LTL - Multiple customers

Invoicing a single LTL trip to multiple customers

(Please see [invoice FTL] first)

Lets consider a trip where you have four pickups from different customers and Three deliveries. Some of the freight you pick up from different customers go to the same location and some does not.

Normally, if you would be billing this to a single customer or broker you would have recoded 4+3=7 seven stops. Four Pickups and Three deliveries. But if you want to bill each individual pickup separately you have to record your stops in such a way that there is a corresponding delivery location for each pick up location even if you go to the same place.

Here is an example LTL trip:

Technically you have Four pickups but only three locations to which you deliver. And you would record only seven stops in the stops field if you would bill it all to the same customer (broker). But this trip is billed to four different businesses. Two of them are brokers and the other two are your own customers.

To do the invoicing you would have to add an extra stop for the Nash Finch St. Cloud because you are going to bill Apio Inc and Davalan Sales separately. Once you assign the Nash Finch St Cloud delivery stop to one of the invoices (Invoice to Apio.Inc) the First Nash Finch stop record will be assigned to that invoice. But you have another delivery for another customer that goes to the same location, and if you want to bill him separately you would have to duplicate that stop record for the Invoice purposes.

This is what your stops screen would look like:

(Notice the Nash Finch St Cloud is entered twice)

Now that you have arranged your stops, you can do the billing:

Select your trip in the trip list (ABC 123), now make sure that only the Apio Inc and one of the Nash Finch St. Cloud is selected. (See the image above). In the Customer / Broker drop down box select the business you are billing (Apio Inc) and in the Invoice number field enter what you want that invoice to be called. (anything that makes sense to you)

This first customer is billed per weight and the total weigh for this customer is 1,500 lbs. You are charging Apio Inc $25 for every 100lbs. To do that select the Charge per weight area at the bottom of the editor and enter the values:

The lumper fee for this load at the final destination was $50 and you want to charge that to the customer so make sure that the Unloading check box is checked. This will add the $50 lumping charge to the total:

(1,500lbs / 100lbs * 25) + $50 = $425

This takes care of your Invoice to Apio Inc. You can save it, print it out and send to Apio Inc.

The second customer on our list is Davalan Sales. And Davalan Sales also goes to Nash Finch in St Cloud MN. Your deal with them is $25 for each 125lbs and you got 2,600lbs of freight listed on the BOL.

To invoice Davalan Sales change the invoice number to something else (ABC 123 – 2 or whatever) and check only the stops you are charging to Davalan Sales:

The first and the last stop on the list are already invoiced so we have scratched them out just to illustrate that those stops are taken care of.

The Davalan Sales freight also goes to Nash Finch in St. Cloud and to invoice it you tag the Second Nash Finch St. Cloud stop that you have created under the Trip Sheets / Stops.

(2600lbs / 125lbs * $25) + $50 = $570 ($50 is also a lumping fee)

Enter the values in to the charge per weight panel and make sure that the invoice number is different from the one you created for Apio Inc. Select Davalan Sales in the Customer / broker drop down and hit Save Invoice Record. Now you have invoice for Davalan Sales. Hit Print, and send it to Davalan Sales.

The other two stops go to different places and are charged to two different brokers.

Melissa's goes to Nash Finch in Fargo ND and is charged to “Joe the Broker”. The rate is per weight. And Index Fresh goes to Acme Distribution center in Colorado. It is brokered by Broker John Smith and you have a pay per mile arrangement worked out with him. Up to this point you have billed your first two customers on this trip, one at $425 and the other at $570. Now lets bill the brokers.

The third invoice for this trip is done in exactly the same way as the first two, except you select the proper PU and DEL stops and select the Joe The Broker in the Customer / Broker field. This freight is a money maker on this trip. It is 9,533lbs at 30$ for each 150lbs, on top of that there is a $110 lumper fee. So put it all together and you should arrive at $1,906.60.

Total for the whole trip so far is $425 + $570 + $1906.60 = $2901.60 But you are not done yet. There is another PU and Del to be billed to John Smith. Just like in the three cases above you type in the new Invoice number, select the proper PU and DEL stops. But you are not billing weigh for this freight. This is a pay per mile deal. So you figure the mileage (or perhaps John Smith tells you that he will pay you certain mileage for it). As an example lets agree that it is about 1,222 miles run from Bloomington CA to Aurora CO.

This time instead of selecting the Charge Per Weight area you select Charge Per Mile and enter the figures in:

Enter the figures as shown and you should end up with 1,820.78 for that part of the trip.

At this point you have billed two customers and two brokers. Each individual bill shows only the stops that the customer pays for and has no idea that there were any other pick ups or deliveries.

So what you have at this point is $425 + $570 + $1906.60 + $1820.78 = $4722.38 total for the whole trip and $1820.78 that is billed to Mr. John Smith.