Set Up Bill From Companies

Set Up Bill From Companies

Set Up Bill From Companies

Use Bill From Companies when your business needs more than one billing identity, such as a division, DBA, branch, or related company. Each Bill From Company can have its own label, company name, logo, email, address, and carrier or driver terms for supported documents and reports. If all loads bill from the same company, use the main Company Info profile instead.

Turn On Bill From Companies

  1. Go to Settings > Configuration Options.
  2. Find the Multi-Company Settings section and turn on Activate Bill From.
  3. Review any related Bill From settings for carrier or driver reports.
  4. Click Save.

Bill From Companies now appears in the Settings submenu.

Add or Edit a Bill From Company

  1. Go to Settings > Bill From Companies. Use Search to find an existing one.
  2. Click Add Bill From Company, or open an existing one from the list.
  3. Enter a clear Label Name. This is the name users see in drop-down lists.
  4. Enter the required Company Name.
  5. Upload a Company Logo if this Bill From Company should print its own logo.
  6. Enter the contact, Email, address, phone, and fax information.
  7. Enter MC# / SCAC if it should appear with this billing identity.
  8. Select CC on all emails if the Bill From Company email address should be copied on related emails.
  9. Click Save.

On the Bill From Companies list, use Set Default "Bill From" as [Company Name] when the main company profile should be the default. Leave it unchecked when you want users to choose from the list.

Use Custom Carrier or Driver Terms

The terms label changes by TMS type: Carrier terms for Rate Confirmations (companies that broker freight), Carrier/Driver terms for Dispatch Reports (companies that dispatch for carriers), or Driver terms for Dispatch Reports (Carrier or Trucking Company TMS).

  1. Open the Bill From Company profile.
  2. Select Use Custom Carrier Terms for Rate Confirmation/Dispatch Report.
  3. Enter the terms that should print for that Bill From Company.
  4. Use Preview Report to review the layout.
  5. Click Save.

Choose the Bill From Company

  • On a customer (default): Go to the Customer tab, open the customer profile, select the Bill From field in the billing section, and click Save. This flows the correct Bill From Company into new loads for that customer.
  • On a load: Open or create the load, select the Bill From option in the billing area, and click Save. Use this when a specific load needs a different billing identity.

The selected Bill From Company is used by supported documents, email workflows, and reports that include Bill From information.

Use Bill From in Reports and Load Lists

Sales Detail report: Go to Reports and open Sales Detail. Select the date range, status range, and other options, use the Bill From filter to include only a specific Bill From range, and click View Report.

Sales Detail report Bill From filter

Load list column: Go to Settings > Configuration Options, find the load list column settings, select the Bill From column, and click Save. Check My Loads or All Loads to confirm the column shows.

Bill From column setting in Configuration Options

Troubleshooting

  • Bill From Companies is missing from Settings: Confirm Activate Bill From is turned on in Settings > Configuration Options.
  • A Bill From Company is missing from a drop-down list: Confirm the profile was saved with a company name and email address.
  • The wrong Bill From appears on new loads: Check the customer profile default and the load-level Bill From selection.
  • The wrong terms print on a carrier or driver document: Review the custom carrier/driver terms setting on the Bill From Company profile.
  • The Bill From column is missing from load lists: Add it under Configuration Options and save.

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