Carlink
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// 04 / FEATURE

Invoicing

Bill clients. Pay carriers. Sync books.

Every dollar in and every dollar out — reconciled to QuickBooks in real time.

// THE PROBLEM

Customer payments, carrier payments, agent commissions, lead expenses — four financial flows that rarely reconcile cleanly. Money goes missing between systems. Month-end takes a week. Your accountant asks for CSV exports you don't have time to produce.

// HOW CARLINK SOLVES IT

Carlink connects native to QuickBooks (Intuit) with two-way sync. Customer charges go through your choice of payment rail — ConvergePay (Elavon), PayPal, or your own provider. Carrier payments and agent commissions post automatically when delivery clears. Your P&L is always live. Your books always match reality.

// KEY BENEFITS

What you actually get.

Native QuickBooks two-way sync

Customers, invoices, payments, and expenses sync both directions in real time. Your accountant opens QuickBooks and sees the same numbers your dispatcher sees in Carlink. No CSV uploads, no manual reconciliation, no end-of-month surprises.

Customer charges via your choice of rail

ConvergePay (Elavon), PayPal, or wire in your own payment processor. Customer gets an invoice link inside their email — they click, pay, funds settle to your account. The payment posts to QuickBooks automatically.

Carrier payment automation

Schedule ACH payouts to carriers at delivery confirmation. Set per-carrier terms (Quick Pay, 7-day, 30-day). No more weekly check runs, no more wire transfer paperwork — Carlink runs the queue.

Agent commission engine

Tier rules baked in (10% / 20% / 25% / 32% — your scale, configurable per company). Commission posts to the agent's ledger automatically the moment carrier pay clears. Agents see what they've earned, you see what you owe.

// WHAT'S INSIDE

Everything Invoicing ships with.

Concrete capabilities you can verify with your own data on day one.

  • Native two-way QuickBooks (Intuit) sync — customers, invoices, payments, expenses
  • Payment rails: ConvergePay (Elavon), PayPal, or bring-your-own provider
  • Customer pays via invoice link in their email — no portal login required today
  • Carrier ACH automation with configurable terms (Quick Pay, 7-day, 30-day)
  • Agent commission tiers: 10%, 20%, 25%, 32% (configurable per company)
  • Multi-company books — separate ledgers in one Carlink workspace
  • $2,451,376 in freight orchestrated through Carlink invoicing, Jan–Apr 2026
  • Per-order P&L visible: tariff, carrier pay, lead exp, other exp, gross profit
// HOW IT WORKS

Three steps. That's it.

1

Connect QuickBooks + your payment rail

One-click OAuth for QuickBooks (Intuit). API key setup for ConvergePay, Elavon, PayPal — or wire in your own provider. Done once, runs forever.

2

Customer pays the invoice link

Order delivered → customer receives an SMS + email with the invoice link → clicks → pays via the rail you chose. The payment syncs to QuickBooks within seconds.

3

Carrier paid, commission posted

Schedule the carrier ACH or trigger manually. Commission posts to the agent's ledger per your tier rules. Books always reflect the latest order — no batch jobs, no delays.

// A REAL EXAMPLE

How a typical day looks.

Jeff dispatched 23 loads this week. By Friday afternoon, 19 are delivered. Carlink fires invoice links to all 19 customers via email — by Monday 9 AM, 16 have paid (ConvergePay handled most, two paid by PayPal). The 19 carrier payments are queued for Tuesday's ACH batch. Jeff's commission ($4,180 across the 19 loads) auto-posts to his ledger at 23% margin tier. QuickBooks has every penny accounted for in real time — no spreadsheet involved, no end-of-week scramble.

// Pulled from the brokerages running on Carlink today

// OTHER FEATURES

See the rest of the platform.

Lead Management

Capture, track, and convert — every lead, every source.

Learn more

Dispatch

Carrier matching, BOL, status — without the spreadsheet.

Learn more

Pricing Automation

Quote in seconds. Win more deals.

Learn more

Reports

Decisions, not data dumps.

Learn more

See Invoicing with your own data.

30-minute demo. Walked through by an operator.