Setting Up Your Org's Net Payment Terms

Manage your Net Payment Terms in your TMS at your brokerage level. These will be used to auto calculate AR and AP due dates.

• Navigate to the ‘My Brokerage’ tab and access the Billing Instructions tab
• Scroll down to the Payment Terms section and select Add Payment Terms
  
• Go through and add any relevant net payment terms your organization uses
  • Here is where you would enter your Quick Pay net terms and discounts as well
  • In the example below, Net 3 + 3% would be 3 day quick pay at a 3% fee to the carrier
  
• Once Net Terms are added, you can then go ahead and assign them to your customer and carrier profiles as you build them out. 
  
  
• In the Customer Account Profile, edit the Company Details section. 
• the Payment Terms can be found in the bottom part of the table
• Choose their terms in the drop down of the list of terms you created

• In the Carrier Profile, navigate to the Payment Info tab
• In the Billing Details section, click edit
• Choose their terms in the drop down of the list of terms you created