What are Invoice Doc Types?

Customer Profiles - Invoice Doc Types

Before you begin creating Customer Invoices within EZ Loader, you must first select your Invoice Doc Types within each of your Customer profiles.

Invoice Doc Types - Are types of Load Documents that you would like to include with the Customer invoice PDF when it is generated. If selected, any document that is uploaded into a Load profile as one of the selected types will be included with the Customer Invoice.

Below you'll find a walkthrough describing how to set up Invoice Document Types within a Customer profile


Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.