Pre-billing revenue audit checklist

A 12-point checklist your billing team can use today to find revenue that falls through the cracks between dispatch and invoicing.

Billing teams miss charges for a structural reason: the people who know about detention, layover, and TONU events are in dispatch, and the people who build the invoice are not. Anything that happens at the dock after the rate confirmation is signed has to travel from a driver note into the shipment file. That handoff is where revenue leaks.

The checklist walks through the five places those charges typically sit uncaptured: detention and layover events, TONU situations, lumper fees paid and never rebilled, rate and fuel discrepancies against the confirmation, and missing accessorial documentation. Run it against your last 20 invoiced loads. One missed charge means you have a measurable gap worth fixing.

It is the same review structure our pre-billing audit team uses before an invoice goes out, condensed to a printable page.