Set Carrier Settlement and Payment Type

Go to Administration → Carriers. Broker Administration users can set the carrier settlement and payment type from the Carriers page.

In the Active Carriers tab find the appropriate Carrier either using the Search box or navigating through the pages at the bottom of the table.

Navigate to the Payments tab and click Edit to open the page for edit. 

Go to the Settlement Information on File with EKA section. Select from the available options for Settlement Type and/or Payment Type. Required fields will change based on the Payment Type selected.

Check

To pay the carrier by check, select Check from the Payment Type dropdown.

When complete, click Save to save the changes or Cancel to discard them.

ACH

To pay the carrier by ACH, select ACH from the Payment Type dropdown. This will trigger an additional section to display with ACH information. Required fields are marked with .

The Remit Notice Contact Email will be used to send the remittance after ACH payment. If an ARF is active and has a remit contact, the remittance will be CCd to that email address. For more information on Accounts Receivable Financing, refer to this article.

When complete, click Save to save the changes or Cancel to discard them.

Money Code

To pay the carrier by money code, select Money Code from the Payment Type dropdown.

When complete, click Save to save the changes or Cancel to discard them.

For more information on releasing payment, refer to this article.