You can enter a single email address that is designate for receiving billing and invoicing related email notifications for Agents, Consignees, Shipping Lines, and Trucking Companies.
Updating a customer billing contact
Click Admin in the Main Menu and select the menu option that matches the customer type you are updating. Select one of the following page options in the menu panel.
- Shipping Lines
- Trucking Companies
Locate the customers name listed on the index page, and click the Edit button in their row.
Then find the Billing Contact box in the form. It is usually located in the lower right of the page. Enter the Name and Email Address of the billing contact at the company or agency.
When finished, click Save.
Once you have added an email address for the Billing Contact, this will be the only email address at this company or agency that receives billing and invoice-related emails. Any emails entered as the Point of Contact or in another Email List related to the company will not receive billing and invoice-related notifications.
Email addresses added in the BCC Mailing List field in the Email Invoice to Customers Settings will not be affected by adding a Billing Contact and will continue to be BCC'd on all outgoing invoice emails.