Include Items on Forms

Include Items on Forms

Include items on your forms!  Items can now be included on your carrier rate confirmation, customer invoice, or both.

Customize this feature by turning it on or off per customer.  To do so, go to the Customer File, then jump down to the Accounting section.  See screenshot below:

B = Both
C = Confirmation
I = Invoice
Y = Both

items 2

 

Here is an example of how they could display on a carrier rate confirmation.  Pro tip: try including miscellaneous notes in the description, as seen below.

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