Upload. Review. Package. Keep moving.
Follow a short example using fictional company and load details. No account is needed to try the demonstration.
Current testing release · Review important details before use.
WHEELY’S ROUTE NOTES · How it works1. Bring your paperwork
Inside Create Invoice, upload a rate confirmation from your phone or computer. Add the BOL, POD, and other documents needed by your customer.
If suggested information or a document category is wrong, correct it before you save. You remain responsible for the final invoice.
2. Review the invoice
Check customer information, load reference, dates, charges, and attachments. Review the complete invoice package before printing, exporting, or sending.
The demonstration below uses the same invoice-history table component as the app. Its sample records stay in the page and do not create invoices, send messages, or charge anyone.
3. Export and follow payment
Export a PDF copy for your records and your customer. Email sending requires an authorized connected sender account.
Update the paid or unpaid tag only after verifying the payment. Aging shows days since creation and remains separate from the payment due date.
Try the invoice table.
Tap a payment tag. Open a sample invoice. No account or company records are used.
Actual invoice-history component with fictional records. Aging is shown as of October 20, 2026. Each sample opens the same illustrative PDF package; its layout is an example.
Open sample invoice package (PDF) ↗A few useful answers.
Does the demo use a real customer invoice?
No. All names, load details, amounts, and dates in the demonstration are fictional sample data.
Will clicking a sample payment tag change my company records?
No. The demo changes temporary sample state only.