Company Profile - Accounting Profile

This article will cover the Accounting Settings for the Customer Company Profile

Where to find it

Click on the customer's tab, select Companies, and click on the customer's name, which will help you access the customer's profile and locate the "Edit accounting profile" option.

Tax number

Add a tax number if you require this for reporting purposes. You can use a system tag in custom reports to generate a report with this information.

Credit Status

Keep records of the customer's credit status:

The status will be available on the shipment creation page along with the credit limit for you to review before saving it.

Continual Credit Card is a special status to automate Credit Card Payments if you have integrations with Authorize.net or Global Payments. This is connected with the invoice automation method, so you can let the system know when to process the payment.

Payment Terms

Set the customer's payment terms so the system can calculate when an invoice is past due.

Invoice Delivery Instructions

Add relevant information about how the invoice should be sent to the customer; this will be available on the invoice delivery screen by hovering over the blue information icon next to the payer organization.

Preferred Invoicing Method

Every time you create a customer, the default invoicing method (which is how you want to deliver the invoice) will be emailed, but you can select from the following options:

Print: This will help you track those customers who require you to send them a physical invoice. You can download a PDF from the invoice delivery screen to print it afterward.

Digital: This is for customers who are utilizing our Invoice-related API webhooks to receive Invoices or customers who have worked with our Integration Team to be set up to receive Invoices via EDI 210. 

• This setting is not required for API Webhooks to function, it only adds a 'Generate Digital Invoice' button to be available if retriggering is needed.

Factoring: This is connected with factoring company integrations such as Triumph Business Capital, Haul Pay, and Denim. This will inform the system that you will be factoring invoices instead of following the standard accounting workflow.

One invoice per email: Allows the customer to receive an invoice per email when sending multiple invoices. If you have your invoicing method as email and send multiple invoices, the system will group them into one PDF file and send one email.

Invoicing Automation Method

Allows you to set up whether you want your customer to have automatic invoicing.

Manually invoice is the default method, which means you want to create the invoice yourself every time.

Auto Invoice at Delivery automatically generates and sends the invoice when the shipment reaches the delivered status.

Auto Invoice at Billing automatically generates and sends the invoice when the carrier bill is approved.

Auto Invoice at Booking automatically generates the invoice when the shipment reaches the booked status.

Note: If POD or BOL Required with Invoice are checked off, the auto Invoicing functionality will not take effect because of those requirements. Also, shipments must pass auto-validation rules.

To learn more about auto-validation rules, please click HERE.

Statement and Collections Notice Delivery Frequency

Set which days you want the statements and collection notices to be delivered automatically.

Collection Sales Rep

This feature allows you to assign a specific Collections Rep to each customer. The assigned Collection Rep can be later used to filter in the Collection Summary page to find customers by the assigned Collection Rep.

Invoice Requirements and Settings

Allow Zero-Margin makes it, so invoice automation continues even if there is a 0 margin in the shipment. You can make the POD and BOL Required with Invoice, which adds an alert to the invoice creation page and invoice delivery screen for review if, going to be manually processed. Include the Shipment Owner on the invoice will CC the customer staff that the shipment was booked under. Enable Past Due Notification will open a notification message in the shipment creation screen, letting the user know that the customer is past due.

Add Invoice Template

This feature enables you to customize invoices for each individual customer.

Selecting this option will guide you to a page where you can create a customized customer invoice from scratch.