DSTRILOGIX manages 5 data types including driver carrier assignments. Helps you organize, track, and share your work in 1 place for teams and solo users.

Load Closeout and Ready-for-Invoice Checklist

An operational verification form used post-delivery to ensure all documents, accessorials, and delivery conditions are reviewed and confirmed before a load is moved to invoicing.

Full Name*

Phone Number*

Email Address*

Load Closeout and Ready-for-Invoice Checklist

Load

Load Number

Driver / ID

Delivery Date / Time

Broker / Customer

Invoice Owner

Reviewer

Delivery and Documents

Signed Bill of Lading

I agree

Signed BOL - Upload / Received Date

Signed BOL - Verified By

Proof of Delivery

I agree

POD - Upload / Received Date

POD - Verified By

Rate Confirmation

I agree

Rate Confirmation - Upload / Received Date

Rate Confirmation - Verified By

Lumper Receipt if applicable

I agree

Lumper Receipt - Upload / Received Date

Lumper Receipt - Verified By

Fuel / Toll / Scale Receipts if reimbursable

I agree

Fuel/Toll/Scale - Upload / Received Date

Fuel/Toll/Scale - Verified By

Detention / Layover / TONU support if applicable

I agree

Detention Support - Upload / Received Date

Detention Support - Verified By

Damage / OS&D documentation if applicable

I agree

OS&D - Upload / Received Date

OS&D - Verified By

Exception / Claim Notes

Financial Review

Charge / Deduction 1

Amount 1

Approved By 1

Supporting Document 1

Charge / Deduction 2

Amount 2

Approved By 2

Supporting Document 2

Charge / Deduction 3

Amount 3

Approved By 3

Supporting Document 3

Gross Revenue

Approved Accessorials

Total Invoice Amount

Driver Pay / Settlement Status

Factoring Snapshot / Fee

Dispatcher Commission Status

Closeout Decision

Missing Items / Follow-Up Owner

Follow-Up Date

Closeout Reviewer

Signature

By typing your name, you are electronically signing this document.

Date