What triggers the generation of an Invoice Document?

• A. When an income pay item is added to a load's financials.
• B. When the load is delivered.
• C. When the customer pays the invoice.
• D. When the load is created.

Answer: (A)

Generating an Invoice Document happens when you add an income pay item to the load’s financials. That income item represents the billable revenue for the load, so once it’s recorded, the system knows there’s an amount to bill and creates the Invoice Document to request payment for those line items. Other events like the load being delivered, the load being created, or the customer paying do not trigger the invoice creation in this workflow; they’re milestones or outcomes that occur after invoicing or relate to different processes. If there are multiple income items, the invoice will reflect all of them as part of the same document.