Customer Billing Setup
Customer billing setup controls how invoices are prepared, reviewed, sent, and collected.
Billing fields
- Federal ID when needed for billing records
- Billing address
- Billing address 2 when the remit address needs suite, unit, or floor details
- Billing phone and email
- Billing contact
- Payment terms
- Credit limit
- Credit approved status
- Required billing documents
- Default remit profile
- Special invoicing notes
Setup checklist
- Confirm billing address and contact.
- Select the correct payment terms.
- Enter credit limit if your team uses credit controls.
- Confirm whether the customer is credit approved.
- In Required packet files, select the documents the customer needs. POD is the default; select Product Delivery Photo when a separate delivery photo is required.
- Choose a customer default remit profile when needed. Changing to or from a factoring profile requires View Billing and Billing Adjustments.
- Add billing notes if the account has special requirements.
- Save before invoicing loads.
Invoice readiness
A delivered load may still be blocked if customer billing details, required files, payment terms, or remit profile selection are missing. Review the load, customer profile, and document status before escalating.
Imported billing records
When customers are imported, verify billing contacts, credit status, limits, terms, and document requirements before invoicing their first load.