Billing and Subscription
Invoices to customers, paying your CloudTMS subscription, factoring submission.
Send Your First Customer Invoice
Billing → Generate Invoice picks up every delivered load (status delivered or POD received) without an existing invoice. Review the included loads, choose payment terms, and send via email or download the PDF. The customer's record stamps with the sent date.
Connect QuickBooks Online
Settings → Integrations → Connect QuickBooks. The OAuth flow takes 30 seconds. Once connected, paid invoices and weekly settlements export automatically as bills and expenses. Customer records sync as Customers and aren't duplicated by name.
Submit Invoices to Your Factoring Company
Customers can be assigned a factoring company (per customer). When you submit an invoice for a factored customer, CloudTMS sends the BOL, POD, and rate confirmation packet directly to the factor and records the submission ID. Aging from the factor flows back so you see paid status without checking their portal.
Change Your CloudTMS Plan or Cancel
Settings → Subscription opens the Stripe customer portal. Tier changes prorate immediately; cancellations take effect at the end of the current cycle. Your data stays available for 30 days after cancel, then is removed.
Didn't find what you needed?
Email support@cloudtms.io and we'll write back within 4 business hours.