Training/reference only. This page contains no private employee, customer, or payment data. Management approval and actual database permissions are required before live invoicing.
Invoice training — prepare, calculate, approve, send, file
- Verify the company: ELTA freight invoice or S&L dispatch service invoice.
- Confirm signed rate confirmation or S&L carrier dispatch agreement, correct load and customer.
- Check invoice number, issue date, due date, legal payee, and approved payment method.
- For S&L only: calculate dispatch fee as gross freight revenue × 0.07 unless the signed agreement says otherwise.
- Add only approved detention, TONU, lumper, layover or other accessorials; attach proof.
- Check factoring assignment and remittance instructions; do not assume ELTA’s factoring contract covers S&L.
- Confirm totals and Quick Pay charges only if approved by agreement.
- Request management approval and use authorized signing/sending service; typed name is not a verified electronic signature.
- File invoice, attachments and sending evidence in the correct company records.
- Keep invoice unpaid until finance verifies remittance or bank reconciliation.
Practice calculation
ELTA example: freight $2,500 + approved detention $150 = $2,650 billed.
S&L example: $2,500 gross × 7% = $175 dispatch fee. This is not 7% of the carrier’s profit.
Quick Pay example: $2,650 × 2% = $53 fee, net $2,597, only if that fee is actually agreed and applies to the payee.
Printable invoice preparation checklist
☐ Correct ELTA/S&L company and approved logo
☐ Employee completed training and has billing authorization
☐ Customer/broker/carrier legal name and invoice number
☐ Rate confirmation / signed dispatch agreement
☐ Load reference, BOL, POD and approved extra charges
☐ Factoring / Notice of Assignment and correct payment recipient
☐ Gross, fees, due date and total verified
☐ Management approval and authorized signature process
☐ Invoice sent with evidence and correct attachments
☐ Invoice filed; payment status remains unpaid until verified
Management certification (printable)
Employee: _____________________ Company: _____________________
Practice invoice reference: _____________________ Date: ______________
☐ Training reviewed ☐ Calculations passed ☐ Attachments checked ☐ Supervisor approved
Manager signature: _____________________ Date: ______________
This paper sign-off does not itself grant database permissions. Access must be granted separately by the owner/admin.