Step 4.5 — Invoice Review
Previous step: Step 4.4 — Invoice Generation in QBO Next step: Step 4.6 — Invoice Submission to HaulPay or Step 4.6a — Invoice Submission to Shipper (Path B)
Note
This is a 1-minute spot-check per invoice — not a full audit. Full audit happened at Step 4.2. Invoice review confirms nothing broke in the sync.
🎯 Ideal State
Trigger: Invoice generated in QuickBooks-Online (or directly in EZ-Loader once direct integration lands).
Review Checks
Check What It Verifies Invoice amount matches EZ-Loader load record Rate, accessorials, and adjustments transferred correctly Shipper name and billing address correct Customer record synced accurately Payment terms correct Matches Shipper configuration Reference numbers populated PO#, PRO#, Shipper-specific references present Remit-to correct for path HaulPay for factored/Path A; Forza’s Fifth-Third-Bank details for Path B Required attachments available BOL, carrier invoice, rate cons, Shipper-specified documents Three Outcomes
Pass. Move to Step 4.6 or Step 4.6a (Path B).
Minor correction. Edit in QuickBooks-Online directly, re-verify, document the correction in a load note.
Material issue. Return to earlier step:
Owner: Concetta (Accounting).
🛑 HARD GATE:
An invoice that fails review does not submit to HaulPay or to the Shipper. Resolution happens before submission — resubmission/retraction is operationally expensive.
📍 Current State
- Review happens but is not documented as a formal step. Concetta eyeballs invoices before submission.
- No defined check list, no defined outcomes framework.
🚧 Gap
- Review is informal — no documented SOP or check list.
- No tracked metric for review outcomes (pass / minor correction / material issue rate).
🛠️ Gap Closure Actions