This article explains how to set up the information that appears on the invoices you send from CarrierGuide. You can add your company logo and details, choose where broker replies go, add standard notes to every invoice, and control who can edit financial information.

To set the invoice details:

1. Go to Settings > General Settings > Invoices > General Information for invoice process.
2. Under General Information for invoice process, in Define the reply-to email for invoices, enter the email address where you want to receive broker replies. When brokers respond to invoices sent via CarrierGuide, their replies go to this inbox.
3. Under Add Company logo to your invoices, drag and drop your logo or click Upload file. Accepted formats are .PNG, .JPG and .JPEG.
   
4. Under Company Details, enter your company name, address and contact information (phone and/or fax).
   
5. Under Add standard notes to all invoices, enter any text you want on every invoice, such as payment instructions or remittance details. You can use up to 500 characters.
6. (Optional) Turn on Limit access to editing financial information to manager-level users only if you want only managers to edit a load’s financial information. If this is off, non-manager users can edit it.
7. Click Save Invoice Settings. Your logo and company details will appear at the top of the invoice PDF, and your standard notes at the bottom.
   

FAQ

Which logo formats can I use?
.PNG, .JPG and .JPEG. PDF files are not accepted.

Where will brokers’ replies go?
To the email address in “Define the reply-to email for invoices”.

Where do the standard notes appear?
At the bottom of every invoice you send. They are limited to 500 characters.

Who can edit a load’s financial information?
If “Limit access to editing financial information to manager-level users only” is turned on, only manager-level users can. If it is off, non-manager users can too.

My logo or details aren’t showing on the invoice. What should I do?
Check that you clicked Save Invoice Settings and that your logo is in an accepted format. Then generate a new invoice. Invoices that were already sent won’t change.