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Setting up Carrier Accounts Receivable/Accounts Payable Profiles
Setting up Carrier Accounts Receivable/Accounts Payable Profiles
Nick Michalarias avatar
Written by Nick Michalarias
Updated over a week ago
  1. Once you are in the carrier profile, navigate to the ‘Payment Info’ tab

  2. This is where you will input any and all carrier payment information.

    1. Payment Methods (ACH/Wire; Venmo; Zelle)

  3. Make sure to accurately input the Net terms in billing details as this info will auto populate due dates throughout the AR/AP process

  4. If the carrier uses a factoring company, you will be able to capture that information in the ‘Factoring Company’ section

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