Configure Invoice Emails

To configure the settings for invoice emails, 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 Invoice Settings section, click Edit to open the fields for entry.

To exclude any text and pictures from the body of an invoice email, click the checkbox for Exclude Text from Email Body. This will ensure that the invoice email will only include the attached invoice. Any notes sent with the invoice will still be included in the body of the email.

To configure the invoice email subject line, select elements from Email Subject Line Elements. The order of selection will determine the order they are listed in the email subject line, separated by commas.

Click the Save button to save the changes.

For information on generating and sending invoices from delivered loads, refer to this article. For information on generating invoices from finance, refer to this article.