đ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
Before you start: The shipment must be marked Delivered. You'll also need the POD and any other documents the customer requires on their invoice.
Why this matters: Missing documentation delays billing and payment. The POD is required for every shipment before it can be invoiced.
1. Update the shipment status to Delivered
Open the shipment and update the status to Delivered. This unlocks the Release for Billing option.
See Updating shipment status for help.
2. Click Release for Billing
The Release for Billing button appears in the top-right of the shipment view once the shipment is marked Delivered. Click it to start the release process.
3. Select the billing reference number
Choose the reference number that should appear on the customer's invoice (e.g., PO Number or Shipment ID). Use whatever the customer requires on their invoices â if you're not sure, check the client's billing instructions.
4. Upload the POD and supporting documents
Attach the Proof of Delivery along with any other documentation the customer needs to receive with their invoice, such as:
Lumper receipts
Detention approvals
Customer conversations or screenshots
Delivery photos
You can drag and drop files directly into the upload field. All formats are accepted.
Tip: Documents can be uploaded to a shipment at any time, but the shipment must be marked Delivered before you can release it for billing.
5. Finalize the release
Once all required documents are uploaded and the billing reference is selected, click Complete to release the shipment.
Our internal accounting team will review everything before sending the invoice to the customer.