Invoice processing and billing

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Delivery Confirmation Received

   System detects shipment delivery confirmation with proof of delivery documentation uploaded. This triggers the automated invoice processing workflow.

   Axon TMS
2. 2

   Action

   Extract Load Details

   Retrieves complete load information including carrier rates, accessorial charges, fuel surcharges, and contracted pricing from the load management system. Validates all required documentation is present.

   McLeod LoadMasterAxon TMS
3. 3

   Decision

   Validate Rate Accuracy

   Compares actual charges against original quoted rates and checks for any discrepancies or additional fees. Routes to manual review if variances exceed predefined thresholds.

   McLeod LoadMaster
4. 4

   Action

   Generate Carrier Invoice

   Creates carrier payment invoice with all applicable charges, deductions, and payment terms. Applies any factor fees or holdbacks per carrier agreement.

   Axon TMSMcLeod LoadMaster
5. 5

   Action

   Generate Customer Invoice

   Creates customer billing invoice with freight charges, accessorials, and any markup applied. Formats invoice according to customer-specific requirements and payment terms.

   Axon TMSMcLeod LoadMaster
6. 6

   Output

   Distribute Invoices

   Automatically sends carrier payment invoice and customer billing invoice via preferred delivery methods. Updates accounting system with invoice details and payment tracking information.

   Axon TMSMcLeod LoadMaster

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