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How an invoice leaves Alvys is set on the customer (and the company default): Email, Factoring Company, Online System, or Originals. Set the delivery method first, then generate the invoice. Use the recording that matches how you bill.

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Before you invoice

Invoicing settings

Company and customer defaults: delivery method, document requirements, invoice type, and AutoMerge.

Release a load to billing

A load has to be released before you can generate an invoice.

Why a load will not invoice

Missing documents, delivery-method mismatches, and other blocks.

Billing status definitions

What each billing status on a load means.

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Invoice by email

If a screen in the video looks different, follow the written steps on this page.
Open the recording If the email send fails, see Email submit invoice fails.

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Invoice through a factoring integration

Set the customer’s delivery method to Factoring Company and turn on AutoMerge — factoring customers require it. Then connect the provider and submit batches.

Set up and use factoring

Notice of Assignment, provider connection, invoice generation, and batch submission.
This recording is the same as the email walkthrough. Use the factoring article for provider-specific steps.
Open the recording

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Invoice via an online system or originals

Use this when the customer pulls invoices from a portal or still requires paper originals. Set the delivery method on the customer to Online System or Originals, then generate the invoice the same way.
Open the recording