Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Billing Contact, who will typically be the customer’s primary accountant who will be reviewing invoices you send to the customer

  • Account Status, which lets you designate whether the customer is in good standing, is past due, on credit hold, blacklisted, etc.

  • Require verification before invoices and/or settlements (requires the user to manually confirm all the entered information is correct each time)

  • Billing Cycle frequency; daily, weekly, etc.

  • Create a separate invoice for each order, which determines whether each Shipment gets a separate invoice or they’re all added together

  • Route Surcharge Adjustment and Calculated % (including Global), which lets you make Routed work percentage-based fee adjustments for this specific customer

  • Add a New Card as a payment method

Customer Recordrecord-based Rate Charts adjustment is currently in development and coming soon.

...