Customer Invoice Settings and Requirements
Within all Customer profiles, the Invoice Settings and Requirements card contains settings that control certain actions that occur within the system before you create a Customer Invoice for a Load.
Below you'll find a walkthrough describing what these settings do.
1. Navigate to a Customer profile > scroll down to the Accounting section > click the edit icon to open the Invoice Settings and Requirements card
2. Invoice Document Types - Select one or more of the 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. Click Here to view a video tutorial.
3. Invoice Frequency - This setting is set to Manual by default. With Manual selected, you will press a particular button to create your Customer Invoice. If set to a particular frequency, EZ Loader will automatically create your Customer Invoice based on the particular frequency setting.
4. Customer Invoice CC - Any e-mail address entered here will receive a copy of the Customer Invoice e-mail that is sent to the Customer.
5. Batch Invoices Individually - When a Customer invoice "batch" is created, each invoice is batched Individually, and includes one load per Customer Invoice.
6. Batch Invoices Email Subject Includes POs - When a Customer invoice "batch" is created and e-mailed to the Customer, the e-mail Subject line will include the Load PO #.
7. Batch Invoices Email Subject Includes Batch Number - When a Customer invoice "batch" is created containing multiple load Invoices, the e-mail Subject line will include the Batch Invoice #.
8. Require POD - Select this setting if you require a Proof of Delivery document to be uploaded into a Load profile before you create a Customer Invoice.
9. Require Carrier Inv # - Select this setting if you require a Carrier Invoice Number to be entered into a Load profile before you create a Customer Invoice. Do not select this setting if you would like to be able to send a Customer Invoice to a Customer before you receive a Carrier Invoice Number.
10. Require Carrier Invoice - Select this setting if you require a Carrier Invoice document to be entered into a Load profile before you create a Customer Invoice. Do not select this setting if you would like to be able to send a Customer Invoice to a Customer before you receive a Carrier Invoice document.
11. Require Invoice Audit - This item is selected by Default. When selected, this setting will send a Load profile through to the Audit page within your EZ Loader account, allowing you to visually review the Load's supporting documents and Carrier and Customer rate information before Approving the Load for Customer Invoicing.
12. Require No Doc for Invoice - Select this setting only if you do not require any supporting documents to be uploaded into a Load profile before you create a Customer Invoice.
13. Requirements & Preventions - If selected, each setting will trigger a notification within the Load and on the Audit page that prevent you from creating a Customer Invoice until the requirement or prevention is addressed.