If you need to generate a report reflecting the total balance of a customer based on their shipments, follow these steps to create a Freight Statement in GoFreight.
Steps to Generate a Freight Statement:
- Navigate to “Accounting” > “Report” > “Freight Statement” on the navigation bar.
- Select the Partner and Period, then click View.
- Review the displayed Freight Statement sample to see the customer's balance based on shipments.
- To download the statement as a PDF, print it, or send it via email, click the corresponding buttons at the top of the preview page.