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Billing Settings and Requirement & New Customer Defaults

This article provides information on the settings and fields in the New Customer Defaults section of the Settings & Documents page.

The settings listed below, once activated, will automatically be applied as defaults for any new customers added to your account.

 

Require PO#

When enabled, any load for this customer will produce an error message if you attempt to change the status to delivered without a PO # entered.

Require BOL#
When enabled, any load for this customer will produce an error message if you attempt to change the status to delivered without a BOL # entered. 
 

Require Reference Num

When enabled, any load for this customer will produce an error message if you attempt to change the status to delivered without a Reference # entered.

Require POD

When enabled, any load for this customer will display in the "loads with missing requirements" section of the audit page if a POD is not uploaded into the load profile.

Require Carrier Invoice

When enabled, any load for this customer will display in the "loads with missing requirements" section of the audit page if a Carrier Invoice is not uploaded into the load profile.

Require Carrier Inv#

When enabled, any load for this customer will display in the "loads with missing requirements" section of the audit page if a carrier invoice # is not entered into the load profile.

Require Invoice Audit

When enabled, any load for this customer will flow through the invoice audit page regardless if all requirements are met

Require No Doc for Invoice

When set the system will not provide any alerts for missing documentation prior to invoicing

 
Prevent Duplicate PO
When enabled, prevents the saving of the status card with an already existing PO#
Batch Invoices Individually
When enabled, if multiple invoices for the customer are generated at the same time it will create individual invoices instead of a batch invoice.
Batch Invoices Email Subject Includes Batch Number
When enabled the batch # will populate in the subject line of the invoice email
Batch Invoices Email Subject Includes POs
When enabled the PO # will populate in the subject line of the invoice email.
Net Terms
Sets default net payment terms (days) on new customer profiles.
Credit Limit
Sets default credit limit on new customer profiles.
Credit Risk
Sets default credit risk on new customer profiles.
Invoice Doc Types
Sets which docs types will be included in an invoice by default