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 MVMNT once direct integration lands).
Review Checks
Check What It Verifies Invoice amount matches MVMNT 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