How to use it
Open a template in Settings › Document Templates and turn options on or off in its settings. The preview shows the change a moment later.
Invoices
- Show or hide your DOT number. It stays on unless you turn it off.
- Add the order note to the invoice.
- Show the driver and your custom fields, and choose which order custom fields to print.
Dispatch sheets
- List commodities in delivery order.
- Print the order number.
- Show the orders handled at each stop.
- Add the day of the week to stop dates.
- Print up to 10 order custom fields, such as MAWB, HAWB or a warehouse location.
A dispatch sheet with orders at each stop, the order number and the day of the week.
These options are off until you turn them on.
Rate confirmations
- Payment terms and notes print on every design.
- A customer rate confirmation can show or hide your company contact.
- A blind rate confirmation hides the cargo details and the broker notes.
Carrier pay sheets
Hide the amount billed to the shipper, so the carrier does not see your margin.
Bills of lading
A bill of lading with the facility, stop type and reference number on each stop.
Each stop shows the facility name, whether it is a pickup or a delivery, and its own reference number. Ship From and Ship To include the stop contact phone.
Fixes
- Long names, references and tables wrap and continue on the next page cleanly.
- A logo in any common format, WebP included, no longer stops a document from being created.
