Overview
The Unbilled Orders screen (also called "To Bill") is your central hub for reviewing delivered orders and creating customer invoices. This screen helps you verify documents, adjust charges, and process billing efficiently. Whether you're handling a single order or managing a team's workload, this guide will walk you through everything you need to know.
Quick Answer: Navigate to Billing → To bill in the main menu. Review the order details and required documents, make any necessary adjustments to charges, mark the order as reviewed, and then click "Bill order" to generate and send the invoice to your customer.
Accessing Unbilled Orders
Where to Find It
You can access the Unbilled Orders screen from the main navigation:
Click Billing in the left sidebar
Select To bill from the menu
What You'll See
When you first open the screen, you'll see:
Billing Progress Widget: Shows how many orders each team member has to bill
Order List: All delivered orders ready for billing
Filter Options: Tools to narrow down the order list
Search Bar: Find specific orders by number, customer, or other details
Understanding the Billing Progress Widget
At the top of the screen, you'll see a visual overview of your team's billing workload:
What It Shows:
Number of unbilled orders assigned to each billing manager
Breakdown by driver type (company drivers vs. owner operators)
Cancelled orders that are billable (orders with Truck Ordered Not Used charges)
Overall team progress
Why It's Helpful: This gives you a quick snapshot of workload distribution. If one team member has 50 orders and another has 5, you might want to redistribute work.
Filtering and Finding Orders
Basic Search
Use the search bar to find orders quickly:
Order Number: Type "964" to find Order #964
Customer Name: Type "Hamilton" to find all Hamilton Co. orders
Reference Numbers: Search by PO number or BOL number
Advanced Filters
Click the filter icon to access detailed filtering options:
Order Status Filters
Delivered: Standard delivered orders ready for billing (most common)
Cancelled: Cancelled orders that are billable because they have Truck Ordered Not Used charges
Billed: Already billed orders (useful for reference)
Order Release Status
Order released?: Shows whether all legs of orders are released for payroll
Show marked as "Reviewed": Display orders that have been reviewed and approved
Hide unbillable orders: Remove orders from the list that cannot be billed yet
Customer and Date Filters
Customer: Select specific customers from the dropdown
Bill to code: Filter by billing codes if your customer has multiple billing locations
Delivery date: Set a date range (From/To) to focus on orders delivered in a specific timeframe
Team and Delivery Filters
Billing manager: See only orders assigned to specific team members
CSR: Filter by the Customer Service Representative who booked the order
Driver name: Find all orders delivered by a specific driver
Driver type: filter by driver type, i.e. W2, Contract, Owner
Truck number: Filter by specific trucks
💡 Tip: Your filter settings are saved automatically. When you return to the Unbilled Orders screen, your filters will still be applied.
