Transport Pro Generate a Billing Statement

Transport Pro lets you generate billing statements and send them by printing, emailing, or pushing to the imaging module. Generated statements convert to PDF automatically. Questions: support@transportpro.net.

Summary

Open a customer record, use Generate Billing Statement under Customer Credit Information, then Print, Email, or Push to Imaging. You can also start from the AR Aging Report. Statements pushed to imaging appear in File History.

Jump to Section:

From Customer Summary
Print, Email, or Push to Imaging
From AR Aging Report

From Customer Summary

Go to Customers > Search Customers. Filter for the customer you need, then click Search.

Search Customers form used to find a customer before generating a billing statement.

In the results list, click the customer ID to open Customer Summary.

Customer search results with ID links to open Customer Summary.

Scroll to the Customer Credit Information section and click Generate Billing Statement.

Customer Credit Information section showing Billing Email and Generate Billing Statement link.

Print, Email, or Push to Imaging

Clicking Generate Billing Statement opens a menu with three options: Print, Email, and Push to Imaging. Choose the method you need.

Generate Billing Statement menu with Print, Email, and Push to Imaging options.

Note: If Billing Email is filled in on Customer Credit Information (directly above Generate Billing Statement), that address auto-populates when you choose Email.

For email, review the To address, attachment, and message, then click Send if everything looks correct.

Email Billing Statement dialog with To address, Billing Statement attachment, message body, and Send button.

For Push to Imaging, a success message confirms the statement was created. Click OK.

Success message confirming the billing statement was created and pushed to imaging.

After you click OK, find the statement in the File History section at the bottom of the page.

File History section showing the billing statement file after push to imaging.

From AR Aging Report

You can also generate statements from A/R > Reports > AR Aging Report. Click the customer name you want to bill. In the Customer Information window, scroll to Generate Billing Statement and choose Print, Email, or Push to Imaging—the same options as from Customer Summary.

Customer Information window from AR Aging with Generate Billing Statement link highlighted.

Note: For more on the AR Aging Report and collections tools, see the AR Aging & Reports guide.

If you have questions about billing statements, contact support at support@transportpro.net.