Every carrier invoice matched to the rate con and POD before anyone pays it
After delivery the carrier sends a POD and an invoice, often through a factoring company and sometimes with a detention or lumper charge attached. Billing opens the email, finds the load, compares the documents, chases what is missing and then builds the shipper invoice. The agent does the matching and assembles the evidence, so your team spends its time on the exceptions.
Examples use invented names and figures.
What the agent does
- Step 1Collects the documents
Invoice, POD, bill of lading and receipts from email or a factoring portal, each filed against the right load.
- Step 2Matches and checks
The invoice is matched against the rate con and the POD, with tracking data for timing. The agent flags known POD warning signs for review, such as a file created after the invoice or a carrier name that does not match the one booked.
- Step 3Builds the accessorial evidence
For detention and other accessorial charges: the appointment, arrival and departure times, the free time and the accessorial terms in your rate con and your customer contract.
- Step 4Queues the decision
Your billing team sees the amount the evidence supports and a draft shipper invoice, with exceptions at the top, then releases the payment.
Payment release stays with a person. Any change of remit-to account or factoring assignment is confirmed by a call to the number already on file. Accessorials above the rate con terms and any dispute go to a person with the evidence attached. Cargo claims stay with your team.
- Invoices processed per person per day
- Share matched with no exceptions
- Days from delivery to shipper invoice
- Accessorials billed to shippers against those paid to carriers
Questions about this agent
Does it work with factoring companies?
Yes. It reads invoices and PODs from factoring portals and emails the same way. A change of factoring assignment or remit-to account always goes to a person, who confirms it by calling a number already on file.
Can it bill detention to our shipper?
It drafts the charge with the evidence and your contract terms. Whether to bill it is your call.
What about the records a broker has to keep?
Federal rules require a broker to keep a record of each transaction for three years under 49 CFR 371.3. The match record can hold those fields with the documents attached.