Set Customer Payment Requirements

To set or update customer/shipper payment terms and/or paperwork requirements, log in as Carrier Administrator and go to Carrier Admin → Customers/Shippers.

From the Active Customers/Shippers tab, locate the appropriate Customer/Shipper. 

Click on the name of the customer/shipper to view the customer profile.

Navigate to the Payments tab.

In the Payment Information section, click Edit to open the fields for entry.

Add or update Paperwork Required documents and/or Days to Pay number of days or Date of Payment. 

The option to Auto-Attach documents to the customer invoice can also be selected by ticking the box to Accept automatic terms.

Click Save to save the selections or click Cancel to discard them.

In the Payment Information section, click the Edit button and select Enable Quick Pay to set up the customer for invoice factoring. To automatically add product details to invoices, select Invoice - Add Product Details. To set an ARF Company, search for one in the ARF Company field and select it.

Click Save to save the selections or click Cancel to discard them.