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Releasing a load to billing hands off a Delivered or TONU load to your accounting team so they can generate the invoice and begin post-delivery processing.

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Overview

Once a load is marked as Delivered, it must be released to billing before your accounting team can generate the invoice, review charges, and process payment. This step moves the load from dispatch to accounting. Synonyms: release to billing, release load, send to billing, release for invoicing, hand off to accounting.

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Before You Start

  • The load must be in Delivered or TONU status.
  • You must have the “ReleaseLoads” permission. Ask your administrator if you do not see the Release option.

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Steps

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Method 1 — Release a single load

  1. Open the load.
  2. Click Manage (top-right of the load).
  3. Select Release. Screen recording of opening a load, clicking Manage, and selecting Release Screen recording of opening a load, clicking Manage, and selecting Release

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Method 2 — Release multiple loads at once

  1. Go to Invoicing in the left navigation.
  2. Click the Incomplete tab — this shows all Delivered loads not yet released.
  3. Select one or more loads.
  4. Move the selected loads to the Released tab.
⚠️ Loads with missing required information cannot be moved to Released until the gaps are filled.
Screen recording of bulk-selecting loads on the Invoicing > Incomplete tab and releasing them Screen recording of bulk-selecting loads on the Invoicing > Incomplete tab and releasing them

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Result

Released loads appear in the Released tab under Invoicing. Your accounting team can immediately review charges, attach documents, and generate the invoice.

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Troubleshooting

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Release option is grayed out or missing

The load may not be in the correct status, or required fields may be incomplete. Confirm: (1) the load status is Delivered or TONU; (2) all required stops are marked complete; (3) any required documents are attached.

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Load is not showing in the Incomplete tab

Only Delivered loads appear here. Check the load status: if it is already released, it will appear in the Released tab instead.

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Release option is not visible

Your account does not have the “ReleaseLoads” permission. Ask your administrator to assign this permission to your account.

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FAQs

Q: Can I release a load that isn’t delivered yet? A: No. The load must be in Delivered status first. Q: Can I undo a release? A: Yes. Open the load, click Manage, and select Revert Status. The load returns to its previous status (Delivered or TONU). Reverting from Released also requires the “ReleaseLoads” permission. Q: Who can release loads to billing? A: Users with the “ReleaseLoads” permission. Ask your administrator to check your account settings if you cannot see the Release option.

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Go Deeper

  • Billing Permissions — who can release and invoice loads
  • Why Can’t I Release or Invoice a Load? — troubleshooting guide
  • Understanding Load Statuses and How to Revert Them — if a load isn’t in Delivered status