There are four ways to get an invoice to your shipper: create it manually from a load, upload a CSV in bulk, submit it through the Owlery API, or send an EDI 210. Choose the option that best fits your workflow.
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)
API
EDI (210)
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.
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 Under Review status.
If your billing system already generates invoice data, you can create invoices programmatically instead of entering them by hand. Invoices are submitted to POST /api/external/invoices.The load number you send must match the Load Number on the load in Owlery exactly. If it doesn’t match, the invoice won’t attach to the right shipment and payment is likely to be delayed — see Edit a Load Number. 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 already submitted with the wrong Shipment ID, resend it 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.
Correcting an Invoice
You can update and resubmit an invoice while it’s Under Review or Disputed, using the same channel you submitted it through. Once it moves to Approved, Payment Created, or Paid, it’s locked. See Track and Fix Invoices for the full process. 
