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Carrier Setup Packet, Rate Confirmation, Bill of Lading and Invoice

Freight and Customs line

The paperwork of a load in two languages: carrier setup letter, carrier profile, a short broker and carrier agreement, rate confirmation, bill of lading and freight invoice. The Excel invoice adds itself up, prints on one page and keeps a log of who owes you.

Word forms + Excel invoice, English and Spanish

Fare

$24

founding price until January 31, 2027 · then $39

Secure checkout by Stripe, which adds sales tax where it applies. You download the file as soon as you pay.

Not what you needed? Write to us within 30 days of purchase and we refund you in full.

Carrier-Setup-Rate-Con-BOL-Invoice.zipSCREENSHOTS · full version
Carrier Setup Packet, Rate Confirmation, Bill of Lading and Invoice: the Invoice log tab, with EXAMPLE data
Invoice log: tab with EXAMPLE data See the whole tab

Screenshots of the full version, taken from the real file. Every number in them is an EXAMPLE.

What you do, what the sheet does

YOUTHE SHEET
You type the chargesThe Excel invoice totals them and sets the due date
You add a factoring company onceEvery invoice prints the notice of assignment
You log the invoiceIt shows open, late and paid

What the full version has

  • Carrier setup letter with the document list (W9, insurance, authority, agreement)
  • Carrier profile form with crossings, CTPAT, FAST and CAAT
  • Broker and carrier agreement, short form, 14 clauses
  • Rate confirmation with crossing and accessorial terms
  • Straight bill of lading, short form
  • Freight invoice in Word and in Excel, with invoice log and optional peso total

Who it is for

Small brokers, dispatchers and carriers that set up carriers, confirm loads and bill in English and Spanish.

Every name and number in the files says EXAMPLE and is fictional. Delete them and add your own.

Made by BuiltByEstrada in McAllen, Texas. In English and Spanish.