How to Combine Multiple Loads into One Invoice

Modified on Thu, 12 Jun at 11:27 AM

This article explains how to consolidate multiple completed loads into a single invoice within PortPro. Combining loads into one invoice is useful when billing a customer for multiple shipments under a single job or agreement. This not only streamlines accounting but also simplifies customer billing and improves invoice clarity.

When to Use This Feature

The same customer or billing party is associated with all loads.
Loads fall within the same billing cycle or agreement.
The customer requests consolidated billing for operational or financial reporting purposes.

Steps to Combine Loads into One Invoice:

Navigate to the Accounts Receivable -> Billing
Select Eligible Loads:
Use the available filters (e.g., date range, customer name, load status) to locate the loads to be combined.
Check the Loads to Be Invoiced Together:
Use the checkbox on the left-hand side to select the multiple loads that should be combined into one invoice.
Click ‘Generate Invoice’:
After selecting the desired loads, click the ‘Generate Invoice’ or ‘Invoice Selected’ button.
Choose 'Single Invoice' Option:
When prompted, select the option to combine all selected loads into one invoice (rather than generating separate invoices for each).
Review and Confirm:
Review the invoice summary to confirm:
- Total charges from all loads
- Invoice number
- Load references
- Customer details
- Payment terms
Finalize the Invoice:
Once verified, create and send the invoice. It will now appear in the customer’s invoice list with all associated loads itemized.

Additional Notes:

Only loads with the same billing customer can be combined.
Once combined and finalized, the loads cannot be uncombined. Changes made to add or remove loads will require users to void the invoice and reissue a new invoice with the changes.
Each load within the combined invoice will still be traceable for auditing and reporting.

Watch this Tutorial Video for a detailed walkthrough