Assign Invoice Template to Customer

The Carrier Administrator has the ability to assign an invoice template to a customer/shipper. Go to Carrier Admin → Customers/Shippers.

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Locate the row with the customer/shipper that needs an invoice template assigned and click on the Customer/Shipper name to open the profile.

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Navigate to the Payments tab and locate the Payment Information section.

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Click Edit to open the entry field.

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Select the appropriate template from the list and click Save to complete the assignment. The assigned template will display in this section.

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