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G2Mint Financials-Key Workflows

Learn the basics of how G2Mint handles the financial records

Last Updated:  May 2026

Applies to:

Shippers, Brokers

Common Scenario(s)/Challenge (s):

This article outlines the three core financial workflows in G2Mint: 

I. Carrier Bill Audit: Comparing your Expected Costs to your Carrier Bills and generating Payables 

II. Customer Invoicing: Generating and Approving customer invoices (Expected Charges)

III. Sending invoices, and updating an invoice status to paid.

Note: This article is focused on processes without any integrations or automation features G2Mint offers to streamline these workflows.

I. Carrier Bill Audit: Comparing your Expected Costs to your Carrier Bills and generating Payables :

  1. Go to the Settle > Bills > Expected Costs 
    • Search by your Shipment ID (BOL-12345-XX) to locate the Expected Cost record.
  2. Click on the Cost Name (e.g., TX-12345-26) to view details, then click the ‘Create Bill’ button
    • Note: Make sure 'Freight Type' is Freight to avoid selecting a commission records
  3. Enter your carrier Bill details (Linehaul, FSC, Accessorial etc..) and click ‘Save’. This will match the bill to your expected costs. 
  4. Click the Approve button to finalize the amount you wish to pay the carrier.

Outcome: The payable record is created, indicating the final amount you plan to pay your carrier (Payable records can be found in the Settle > Bills > Payables Grid).

 II. Customer Invoicing: Generating and Approving customer invoices (Expected Charges)

  1. Go to  Settle > Invoices > Expected Charges
    1. Search by Shipment ID to locate the appropriate Expected Charge record.
  2. Approve the amount to invoice your customer for that shipment.

Outcome: The invoice record is created, indicating the final amount you plan to invoice your customer (Found in Settle > Invoices > Invoices Grid).

3. Sending Invoices to Customers

  1. Go to the Settle > Invoices > Invoices Grid
  2. Search by Shipment ID.
  3. Select the invoice record in the grid.
  4. Click the Print icon in the top right  to review and send the invoice to your customer.  OR select the Transmit button in the bottom of the grid to email the invoice directly.
  5. After sending the invoice, select the invoice record and click on the Update Status button to Update the Invoice status to billed.

Outcome: The invoice is sent to the customer and updated to indicate ‘Billed’ or ‘Transmitted’.4. Update Payment Status

  1. Go to the Settle > Invoices
  2. Locate and select the appropriate invoice record.
  3. Click the ‘Mark Paid’ button located in the bottom of the grid
  4. While in the Mark Paid screen, update the record with the necessary reference information (check # or ACH, date paid, etc.)

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