The billing setup on a customer profile controls how invoices are sent and how payment is collected for that customer. Getting this right ensures invoices are routed correctly,  whether directly to the broker or through a factoring company.

Customer Management > open a customer > Customer tab > Billing section.

Billing Section — Payment Setup

On the right side of the profile, configure how this customer pays:

Step 1 — Select Billing Type

• Email — invoice is sent directly to the customer or broker by email

• Factoring Company — invoice is routed to your factoring company for payment

• Manual — for any other payment arrangement

Step 2 — Select Payment Method

Choose how payment is received: Zelle, Bank, Factoring, or Other

Step 3 — Set Terms Days

Enter the number of days the customer has to pay (e.g., 30).

Step 4 — Add Billing Email

Enter the email address invoices should be sent to. Multiple emails can be added using the + Add button.




We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.
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