The Carrier Administrator has the ability to assign an invoice template to a customer/shipper. Go to Carrier Admin → Customers/Shippers.
Locate the row with the customer/shipper that needs an invoice template assigned and click on the Customer/Shipper name to open the profile.
Navigate to the Payments tab and locate the Payment Information section.
Click Edit to open the entry field.
Select the appropriate template from the list and click Save to complete the assignment. The assigned template will display in this section.