Step 1
Complete the load
Set up the rate profile, tariff and accessorial rules for the customer, or import them.
Invoicing and billing
From a completed load to a paid invoice
Rate profiles, accessorials, a billing queue of loads ready to invoice, credit limits and aging, with QuickBooks Online and Xero sync.
Overview
A container move has many lines on its invoice
In drayage, one move can carry linehaul, a fuel surcharge, waiting time, per diem, chassis charges and other accessorials. If those live in different places, invoices go out late, or go out missing a charge. The money you forgot to bill is the money most likely to stay forgotten.
Dispatch Board keeps rates and accessorial rules in the system and puts finished loads in a billing queue, so the person billing sees what is ready, what is missing and what each load earned. Customer invoices are part of every plan, including Lite. Canadian dollars, US dollars and Canadian sales taxes are built in.
Rates & Rules
Rates that match how you actually charge
Rate profiles, tariffs and accessorial rules define what a customer pays, and a fuel surcharge table covers the fuel line. Loads, invoices and pay can be in CAD or USD, and GST, HST, QST and PST are supported. You can use kilometres or miles. If you already have a rate sheet, import it from Excel, CSV or PDF, with every row checked before saving.
Detention and per diem rates also sit on the load, beside its billing status and charges. That is what lets the billing queue and the per diem and detention tools work from the same record.
- Rate profiles, tariffs and accessorial rules
- Fuel surcharge table
- CAD and USD on loads, invoices and pay
- GST, HST, QST and PST
- Kilometres or miles
- Import rates from Excel, CSV or a PDF rate sheet
Billing
Turn completed loads into invoices
Completed loads land in a billing queue showing linehaul, margin and proof-of-delivery status. Tabs for per diem and chassis bills sit beside it, so extra charges are visible before an invoice goes out. The queue also holds credit memos and payments.
Credit limits can be set per customer, and aging and collections show what you are owed and by whom. A missed-charge finder looks for billable items before an invoice goes out. For margin and profit views see reports and analytics.
- Billing queue of loads ready to invoice
- Linehaul, margin and proof-of-delivery status
- Tabs for per diem and chassis bills
- Credit memos and payments
- Credit limits per customer, aging and collections
- Missed-charge finder
Payments
Accounting sync and what is not covered
Dispatch Board syncs with QuickBooks Online and Xero, and with Google Sheets. Settlements for drivers, owner-operators and carriers are covered on the driver settlements page.
There are limits you should know before you start. QuickBooks Desktop is not supported and neither is EDI. If either decides your purchase, check that first. Your own Dispatch Board subscription is billed by card through Stripe; that is separate from the invoices you send your customers.
- QuickBooks Online sync
- Xero sync
- Google Sheets sync
- Not included: QuickBooks Desktop
- Not included: EDI
How it works
The path of one load
Step 2
Review the billing queue
Finish the load. It appears in the billing queue with linehaul, margin and proof-of-delivery status.
Step 3
Generate and send the invoice
Check the per diem and chassis bill tabs for charges to add or dispute, then invoice.
Step 4
Record payment and reconcile
Record payments and credit memos, and watch aging and collections for what is still owed.
Customer invoices are part of every plan. Which plan carries which module is on the pricing page.
Try it
What to test in the 14-day trial
Billing is the place to test with real numbers. Take a week of loads you have already invoiced, load them into Dispatch Board and compare the invoice it would produce with the one you sent. The difference is the finding, whichever way it goes.
- Set up one customer’s rate profile, tariff and accessorial rules
- Run a week of finished loads through the billing queue
- Compare each invoice with the one you actually sent
- Look at the per diem and chassis bill tabs for charges you did not bill
- Connect QuickBooks Online or Xero and check what carries across
Questions
Frequently asked questions.
Can I bill in both Canadian and US dollars?
Yes. Loads, invoices and pay can be in CAD or USD, which suits cross-border work.
Is there a fuel surcharge?
Yes. Rates include a fuel surcharge table, alongside rate profiles, tariffs and accessorial rules.
Can I import my existing rate sheet?
You can import rates, tariffs and accessorial rules from Excel, CSV or a PDF rate sheet. Each row is validated before saving and duplicate entries are flagged.
Which accounting systems does it sync with?
QuickBooks Online and Xero, plus Google Sheets. QuickBooks Desktop and EDI are not supported.
What tax calculations are performed?
Dispatch Board supports GST, HST, QST and PST. Check your own setup against your tax obligations in the trial.
Run a week of loads through billing.
Start a trial and see what is ready to invoice and what is missing.