Owner-operator invoice checklist

• Your legal name or company name, address, and MC or DOT number.
• Your own invoice number, so you can track it.
• The invoice date.
• The broker's name and billing address.
• The broker's load or reference number, exactly as it appears on the rate con.
• Pickup and delivery locations and dates.
• The rate from the rate con.
• Each accessorial on its own line, like detention, layover, or lumper, matching the rate con's terms.
• The total.
• How to pay you, and who to contact with questions.

• The signed rate con.
• The signed bill of lading or proof of delivery.
• Lumper receipts, if you paid one.
• Scale tickets or other documents, if the rate con asks for them.

Make sure the scans are readable. Open them on your phone before you send.

• The amounts match the rate con.
• The reference number matches the rate con.
• It's going to the billing address on the rate con, not only to the person who booked you.
• Every attachment opens.
• Each accessorial has proof behind it, like in and out times or a receipt.

• Write down the date it went out.
• Ask the broker to confirm they received it.
• Know the payment terms, so you know when it's actually late.
• If it goes past those terms, follow up in writing.

If you use a factoring company, they may send the invoice for you and have their own paperwork rules. Check their requirements before you send anything to the broker yourself.