Step 1: Complete Your Load

Before invoicing, make sure your load has:

• Accurate rate and charges
• Delivery completed
• Documentation attached (rate con, BOL, POD) — optional but professional

Step 2: Create the Invoice

From the load screen, tap Create Invoice. You’ll see:

Step 3: Select Attachments

The attachments section shows all documents from the load:

• Rate Confirmation
• Bills of Lading (from pickup stops)
• Proofs of Delivery (from dropoff stops)

Check the boxes for documents you want included. They’ll be merged into a single PDF — invoice first, then attachments in the order you arrange them.

Drag to reorder: Want the POD before the BOL? Drag the handles to arrange attachments in your preferred order.

Step 4: Generate

Tap Create Invoice. METRUKS generates a professional PDF with:

• Your business letterhead (logo, name, address, MC#, DOT#)
• Bill-to information (client name and address)
• Load details (confirmation #, dates, origin → destination)
• Line items (rate, additional charges)
• Total amount
• Your notes
• Attachment list (if any selected)

The PDF is stored in the cloud — you can always download it later.

Step 5: Deliver

Two options:

Send Email

• Tap Send Email
• Client receives the PDF attached to a professional email
• Email comes from invoices@metruks.com with your business as the reply-to

Download PDF

• Tap Download PDF
• Save to your device
• Deliver however you prefer (your email, fax, mail)

To send invoices by email, you need two email addresses:

Your Business Email

• Set in Business Profile (avatar → Business Profile)
• Becomes the reply-to address so clients can respond to you
• Required before you can send

First time sending? METRUKS prompts you to add your business email right on the invoice screen. You don’t need to leave and come back.

Client Email

• Set on the client record, or enter directly on the invoice
• This is where the invoice is delivered
• Pre-fills from the client if they have an email on file

No client email? You’ll see a message explaining you need to add one. Tap Edit, add the email, tap Update Invoice, then send.

Track where each invoice stands.

Status Icons (on Load List)

Status Card (on Invoice Screen)

When viewing an invoice, the status card shows:

• Current delivery status
• Send count and last sent date
• Paid/Unpaid toggle

Marking Paid

Toggle the Paid switch when payment arrives. This updates:

• The status icon on the load list
• Filtering (paid vs. unpaid loads)
• Reports

Invoices are point-in-time snapshots. If you need to make changes:

Editing an Invoice

1. Open the invoice
2. Tap Edit
3. Make changes (number, email, notes, attachments)
4. Tap Update Invoice

A new PDF is generated. The old version is replaced.

Editing the Load After Invoicing

1. Open the load
2. Make changes (rate, charges, etc.)
3. Save the load
4. Open the invoice and tap Edit → Update Invoice

The invoice regenerates with the new load data.

Already sent? METRUKS warns you that “Previously sent emails and downloaded PDFs won’t reflect your changes.” The recipient has the old version — you may want to resend.

Need to send again? Maybe they didn’t get it, or you updated something.

1. Open the invoice
2. Tap Send Email
3. Confirm the resend

METRUKS tracks send count and shows how many times an invoice has been sent.

Maximum Sends

You can send the same invoice version up to 5 times. After that:

• Download the PDF and deliver manually
• Or edit the invoice (creates a new version) and send again

This prevents accidental spam and keeps email deliverability healthy.

If an email bounces (usually a bad address):

1. The status shows a red warning icon
2. The invoice screen shows “Email couldn’t be delivered”
3. Help text: “Usually a bad email address. Correct it below and resend.”

To fix:

1. Tap Edit
2. Correct the recipient email
3. Tap Update Invoice
4. Tap Send Email

Find invoiced and paid loads quickly.

Invoice Status Filter

• All — Show all loads
• Has Invoice — Only loads with invoices
• No Invoice — Only loads without invoices

Payment Status Filter

• All — Show all
• Paid — Only paid invoices
• Unpaid — Only unpaid invoices

Combine these to find, say, “invoiced but not paid” loads.

Letterhead (from Business Profile)

Your invoice letterhead is populated from your Business Profile (avatar → Business Profile). Whatever you’ve filled in there appears on every invoice:

• Logo (if uploaded)
• Business name
• Owner name
• Address
• Phone and email
• MC# and DOT#

Tip: Set up your Business Profile before creating your first invoice. If you update it later, new invoices will use the updated info, but already-generated invoices keep their original data.

Invoice Details

• Invoice number
• Due date (if set)

Bill To (from Client)

Client info comes from the client record associated with the load:

• Client name
• Client address (if entered on the client)

Load Details

• Confirmation number
• Load date and delivery date
• Origin → Destination (from stops)
• Commodity description

Line Items

• Line haul (your rate × miles or flat)
• Each additional charge with amounts
• Per-mile charges show the calculation

Footer

• Notes (if entered)
• Attachment list (if attachments selected)

Need to remove an invoice?

1. Open the invoice
2. Tap the trash icon in the top right
3. Confirm deletion

The load returns to “No Invoice” status. You can create a new invoice anytime.

Note: You must delete the invoice before you can delete the load.