This article walks you through generating an itemized invoice when a client requires linehaul and accessorial charges broken out separately. This must be completed before releasing the load - it cannot be corrected after the fact.

When this applies: Some clients require an itemized invoice showing linehaul and accessorial charges as separate line items rather than a single combined total. The standard Factoring invoice does not include this breakdown automatically. If your client has requested an itemized invoice, follow the steps below before releasing the load.

Confirm whether your client requires an itemized invoice before you get to the release step. If you're unsure, check with the client before proceeding — this cannot be corrected after the load is released.

From the Shipments dashboard, click into the load. Click the Documents tab at the top of the shipment record.

From the Documents tab, generate the polt.ai invoice for the load. This is the itemized document that breaks out linehaul and accessorial charges as separate line items.

See How to generate a document for the full steps.

When you are ready to release the load, select both of the following documents before confirming the release:

Both documents must be selected so they transmit through Factoring together.

Important: This step must be completed before releasing the load. Invoices cannot be updated after release. If the load has already been released without the polt.ai invoice attached, it cannot be corrected after the fact.

When processed correctly, the client receives a two-page invoice:

For any account where the client requires itemized invoices, make this part of your standard pre-release process: