BOLs, PODs, Lumper Receipts, Inspection Certificates, LOAs, RAs, all public attachments, and more can be combined into a single PDF file along with the invoice.
Note: You can style all system tags below as you like, but it's best to follow the code provided in this article.
Setup Guide:
- Navigate to LSP > Content Templates and select the template titled "EMAIL Invoice Html."
- Click on Tools > Source Code.
- Paste the code for the desired attachment (provided below) at the end of your template code.
- Click Save in the Source Code modal, then click Save Changes on the Content Template page.
Multiple BOLs/PODs - Multi-Page Documents
Use the following system tags to include BOLs, PODs, or both within the invoice template.
[IMAGES_BOL]
[IMAGE_BOL.URL]
[IMAGES_POD]
[IMAGE_POD.URL]
The following code retrieves all available pages for both POD and BOL. If there are multiple PODs or BOLs, the system will retrieve all of them.
<!-- [IF]([IMAGES_BOL])--> <!-- [EACH]([IMAGES_BOL]) -->
<div style="page-break-before: always;"><img src="[IMAGE_BOL.URL]" width="100%"></div>
<!-- [ENDEACH]--> <!--[ENDIF]-->
<!-- [IF]([IMAGES_POD])--> <!-- [EACH]([IMAGES_POD]) -->
<div style="page-break-before: always;"><img src="[IMAGE_POD.URL]" width="100%"></div>
<!-- [ENDEACH]--> <!--[ENDIF]-->
First BOL/POD - Single-Page Documents
Use the following system tags to add a BOL or a POD inside the invoice template.
[IMAGE_BOL]
[IMAGE_POD]
This code retrieves the initial page of both POD and BOL, and when multiple PODs or BOLs exist, the system will only retrieve the first one.
<div id="Images">
<!-- [IF]([IMAGE_BOL])--><div style="page-break-before: always;"><img src="[IMAGE_BOL]" width="100%"></div><!--[ENDIF]-->
<!-- [IF]([IMAGE_POD])--><div style="page-break-before: always;"><img src="[IMAGE_POD]" width="100%"></div><!--[ENDIF]-->
</div>
Example - Printed
https://cdntms.taicloud.net/tms/docs/invoice-bol-pod-sample.pdf
Contracts
You can use the following system tags to include Contracts inside the invoice template.
[IMAGES_CONTRACT]
[IMAGE_CONTRACT.URL]
<!-- [IF]([IMAGES_CONTRACT])--><!-- [EACH]([IMAGES_CONTRACT]) -->
<div style="page-break-before: always;"><img src="[IMAGE_CONTRACT.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Insurance
You can use the following system tags to include Insurance documents inside the invoice template.
[IMAGES_INSURANCE]
[IMAGE_INSURANCE.URL]
<!-- [IF]([IMAGES_INSURANCE])--><!-- [EACH]([IMAGES_INSURANCE]) -->
<div style="page-break-before: always;"><img src="[IMAGE_INSURANCE.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Air Waybill
You can use the following system tags to include Air Waybills inside the invoice template.
[IMAGES_AIRWAYBILL]
[IMAGE_AIRWAYBILL.URL]
<!-- [IF]([IMAGES_AIRWAYBILL])--><!-- [EACH]([IMAGES_AIRWAYBILL]) -->
<div style="page-break-before: always;"><img src="[IMAGE_AIRWAYBILL.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Commercial Invoice
You can use the following system tags to include Commercial Invoices inside the invoice template.
[IMAGES_COMMERCIAL_INVOICE]
[IMAGE_COMMERCIAL_INVOICE.URL]
<!-- [IF]([IMAGES_COMMERCIAL_INVOICE])--><!-- [EACH]([IMAGES_COMMERCIAL_INVOICE]) -->
<div style="page-break-before: always;"><img src="[IMAGE_COMMERCIAL_INVOICE.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Inspection Certificates
You can use the following system tags to include Inspection Certificates inside the invoice template.
[IMAGES_INSPECTION_CERTIFICATE]
[IMAGE_INSPECTION_CERTIFICATE.URL]
<!-- [IF]([IMAGES_INSPECTION_CERTIFICATE])-->
<!-- [EACH]([IMAGES_INSPECTION_CERTIFICATE]) -->
<div style="page-break-before: always;"><img src="[IMAGE_INSPECTION_CERTIFICATE.URL]" width="100%"></div>
<!-- [ENDEACH]-->
<!--[ENDIF]-->
Claims Document
You can use the following system tags to include Claim documents inside the invoice template.
[IMAGES_CLAIMS_DOCUMENT]
[IMAGE_CLAIMS_DOCUMENT.URL]
<!-- [IF]([IMAGES_CLAIMS_DOCUMENT])--><!-- [EACH]([IMAGES_CLAIMS_DOCUMENT]) -->
<div style="page-break-before: always;"><img src="[IMAGE_CLAIMS_DOCUMENT.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Packing List
You can use the following system tags to include Packing Lists inside the invoice template.
[IMAGES_PACKINGLIST]
[IMAGE_PACKINGLIST.URL]
<!-- [IF]([IMAGES_PACKINGLIST])--><!-- [EACH]([IMAGES_PACKINGLIST]) -->
<div style="page-break-before: always;"><img src="[IMAGE_PACKINGLIST.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Lumper Receipt
You can use the following system tags to include Lumper Receipts inside the invoice template.
[IMAGES_LUMPER_RECEIPTS]
[IMAGES_LUMPER_RECEIPTS.URL]
<!-- [IF]([IMAGES_LUMPER_RECEIPTS])-->
<!-- [EACH]([IMAGES_LUMPER_RECEIPTS]) -->
<div style="page-break-before: always;"><img src="[IMAGES_LUMPER_RECEIPTS.URL]" width="100%"></div>
<!-- [ENDEACH]-->
<!--[ENDIF]-->
Return Receipt
You can use the following system tags to include Return Receipts inside the invoice template.
[IMAGES_RETURN_RECEIPT]
[IMAGE_RETURN_RECEIPT.URL]
<!-- [IF]([IMAGES_RETURN_RECEIPT])--><!-- [EACH]([IMAGES_RETURN_RECEIPT]) -->
<div style="page-break-before: always;"><img src="[IMAGE_RETURN_RECEIPT.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Letter of Authorization/Letter of Authority (LOA)
You can use the following system tags to include LOAs inside the invoice template.
[IMAGES_LOA]
[IMAGE_LOA.URL]
<!-- [IF]([IMAGES_LOA])-->
<!-- [EACH]([IMAGES_LOA]) -->
<div style="page-break-before: always;"><img src="[IMAGE_LOA.URL]" width="100%"></div>
<!-- [ENDEACH]-->
<!--[ENDIF]-->
Return Authorization (RA)
You can use the following system tags to include RAs inside the invoice template.
[IMAGES_RA]
[IMAGE_RA.URL]
<!-- [IF]([IMAGES_RA])-->
<!-- [EACH]([IMAGES_RA]) -->
<div style="page-break-before: always;"><img src="[IMAGE_RA.URL]" width="100%"></div>
<!-- [ENDEACH]-->
<!--[ENDIF]-->
Invoices
You can use the following system tags to include additional Invoices inside the invoice template.
[IMAGES_INVOICE]
[IMAGE_INVOICE.URL]
<!-- [IF]([IMAGES_INVOICE])--><!-- [EACH]([IMAGES_INVOICE]) -->
<div style="page-break-before: always;"><img src="[IMAGE_INVOICE.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
All Public Documents - Multi-Page Documents
You can use the following system tags to add all public documents inside the invoice template.
[IMAGES_PUBLIC]
[IMAGES_PUBLIC.URL]
The following code retrieves all available pages for all documents classified as "Public" within a shipment.
<!-- [IF]([IMAGES_PUBLIC])--><!-- [EACH]([IMAGES_PUBLIC]) -->
<div style="page-break-before: always;"><img src="[IMAGES_PUBLIC.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Other Supported Attachments
Note: The following document types are less commonly included as invoice attachments but are also available if needed.
W9s
[IMAGES_W9]
[IMAGE_W9.URL]
<!-- [IF]([IMAGES_W9])--><!-- [EACH]([IMAGES_W9]) -->
<div style="page-break-before: always;"><img src="[IMAGE_W9.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Credit Applications
[IMAGES_CREDIT_APPLICATION]
[IMAGE_CREDIT_APPLICATION.URL]
<!-- [IF]([IMAGES_CREDIT_APPLICATION])--><!-- [EACH]([IMAGES_CREDIT_APPLICATION]) -->
<div style="page-break-before: always;"><img src="[IMAGE_CREDIT_APPLICATION.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Brokerage Agreements
[IMAGES_BROKERAGE_AGREEMENTS]
[IMAGE_BROKERAGE_AGREEMENTS.URL]
<!-- [IF]([IMAGES_BROKERAGE_AGREEMENTS])--><!-- [EACH]([IMAGES_BROKERAGE_AGREEMENTS]) -->
<div style="page-break-before: always;"><img src="[IMAGE_BROKERAGE_AGREEMENTS.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Signature
[IMAGES_SIGNATURE]
[IMAGE_SIGNATURE.URL]
<!-- [IF]([IMAGES_SIGNATURE])--><!-- [EACH]([IMAGES_SIGNATURE]) -->
<div style="page-break-before: always;"><img src="[IMAGE_SIGNATURE.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Marketplace Agreements
[IMAGES_MARKETPLACE_AGREEMENT]
[IMAGE_MARKETPLACE_AGREEMENT.URL]
<!-- [IF]([IMAGES_MARKETPLACE_AGREEMENT])--><!-- [EACH]([IMAGES_MARKETPLACE_AGREEMENT]) -->
<div style="page-break-before: always;"><img src="[IMAGE_MARKETPLACE_AGREEMENT.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->
Marketplace Bonds
[IMAGES_MARKETPLACE_BOND]
[IMAGE_MARKETPLACE_BOND.URL]
<!-- [IF]([IMAGES_MARKETPLACE_BOND])--><!-- [EACH]([IMAGES_MARKETPLACE_BOND]) -->
<div style="page-break-before: always;"><img src="[IMAGE_MARKETPLACE_BOND.URL]" width="100%"></div>
<!-- [ENDEACH]--><!--[ENDIF]-->