Invoice-ready shipment checklist
The core items to confirm before customer billing leaves your desk.
View the checklist →Free resources
Get shipments billing-ready without the scramble.
Use these practical starting points to tighten the handoff between operations and accounts receivable.
Missing-document message
A polite, specific follow-up that tells the recipient exactly what you need and why.
Open email template →Past-due reminder
A professional reminder that keeps the relationship intact while asking for a firm payment update.
Open email template →Invoice-ready shipment checklist
✓Customer legal name and billing contact confirmed
✓Shipment reference and PO captured
✓Quoted rate and approved accessorials matched
✓Required POD, BOL, or delivery record attached
✓Receipts and supporting charges attached
✓Invoice amount, currency, and payment terms reviewed
✓Customer-specific submission instructions followed
✓Follow-up date assigned before sending