Delivery is one milestone. A complete business record also needs supporting documents, an invoice, payment matching and explanations for any differences.
Six suggested workflow stages
- Approved: record load details, payment and the responsible person.
- In transit: retain appointment changes and operating updates.
- Delivered: collect readable proof of delivery.
- Ready to invoice: check required paperwork and agreed additional charges.
- Invoiced: record when and where the invoice was submitted.
- Paid and reconciled: match payment, deductions and remaining differences.
Your TMS may use different labels. These are process suggestions, not a claim about a specific software integration.
What does TMS administration add?
It organizes operational records and exception follow-up. Someone still needs to enter accurate information, attach documents and own the next handoff. Software access alone does not complete that work.
Where accounting connects
A load marked delivered is not necessarily invoiced or paid. A paid status still needs to agree with settlement and bank records. Use a consistent load reference and an agreed review process.
Ask THS about bookkeeping and TMS administration under one scope. Software licenses, integrations and historical cleanup are included only where expressly agreed.
The load delivered. Did the invoice?
Fictional example adapted from Rev G Chapter 7, pages 36–40. Drew delivers Friday, but the customer needs complete proof of delivery, the rate confirmation and its reference. The Monday handoff remains incomplete until someone checks legibility, required documents and the billing channel.
- Delivered: required delivery evidence exists.
- Documents complete: customer-specific instructions are checked.
- Invoice submitted: the correct channel and submission evidence are recorded.
- Accepted or disputed: name any open issue and its owner.
- Collected and reconciled: the invoice, fees and deposit agree.
Use one load identifier. Distinguish submission from acceptance, a factoring advance from final collection, and an unpaid invoice from a reconciled deposit. Assign a person, next action and date to every exception. This is a management process, not a universal billing rule or payment guarantee; customer and factoring agreements control.
Discuss TMS and accounting needs or discuss administrative support. Paid work requires its applicable written scope.
Read the complimentary THS book — Rev G, 110 pages. No purchase or appointment is required.
Company perspective · September 25, 2026
A clearer path from a question to reviewed work.
Read how the THS AI Operations Brief informs our service model, which capabilities still require confirmation and who remains accountable for decisions.
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