There are two ways to create invoices directly in Owlery: individually from a load, or in bulk by uploading a CSV file. Choose the option that best fits your workflow.
Setting up EDI lets you automate invoice creation, provided your company supports EDI integrations.
Uploading a PDF is not the same as creating an invoice. Owlery needs structured line-item data to process an invoice — a PDF alone won’t do it.
Manual (single load)
CSV upload (bulk)
Set up EDI Connection
Open the load
Go to Shipments (Loads), find the load, and click the Invoice tab in the drawer.
Add line items
Click Add Line Item and fill in:
- Category (required)
- Description (optional)
- Due Date (required)
- Total (required)
Repeat for each charge on the load. Finalize the invoice
Click Create Invoice, confirm or enter your Invoice Number, and submit. The invoice is sent to the shipper right away.
Unpaid or Disputing.Download the template
Go to Invoices under Finances. Click the dropdown arrow next to the Upload button and select Download Template. Fill out the CSV
Open the template and fill in the required fields:
- Invoice Number
- PRO/Load Number
- Bill to Account
- Invoice Date
- Shipper and Consignee location info
- Line-Item Total
To add multiple charges to one invoice, use multiple rows with the same Invoice Number. Upload and validate
Back in Owlery, click Upload, select a Shipper, attach your file, and click Validate CSV. If there are errors, fix them in your file and resubmit.
Submit your invoices
Once validation passes, click Submit Invoices. Invoices are sent to the shipper and start in Needs Review status.
Unpaid or Disputing.The Shipment ID you send on the EDI 210 (segment B3-03) must match the Load Number in Owlery exactly. If it doesn’t match, the shipper won’t be able to tie the invoice back to the load, and payment is likely to be significantly delayed.If you entered the wrong Load Number when accepting the tender, update it to unblock invoicing — see Edit a Load Number.If an EDI invoice was submitted with the wrong Shipment ID, with the correct one — just keep the same Invoice Number (segment B3-02) so it processes as an update. Only one invoice per load — if you try to submit a duplicate, Owlery will flag it.
