Organization Edits
Edit the Remittance Email
To edit the organization's remittance email navigate to Network --> Organizations --> Billing & payments --> Manage --> Edit the remittance email. A pop-up will appear to add in the email. Click the "Save" button to finalize.
Click on the + button to add another email
Edit Payment Method
To edit the organization's payment method navigate to Network --> Organizations --> Billing & paymens --> Manage --> Edit payment method. A pop-up will appear to select the preferred method. Click the "Save" button to finalize.
Update Payment Terms
To update the payment terms navigate to Network --> Organizations --> Billing & Payments --> Manage --> Update payment terms. A pop-up will appear to select "Effective at" via the calendar button and "Payment terms" by adding in the number of net days. Click the "Save" button to finalize.
To update the payment terms for a customer organization navigate to Network --> Organizations --> Invoicing profile--> Manage --> Update payment terms
Release or Assign Factor
To release or assign a factor to a carrier navigate to Network --> Organizations --> Billing & payments --> Manage --> Release or Assign factor.
More information on Factor Management here
Add Bank Account
To manually add the carrier's bank account information navigate to Network --> Organizations --> Billing & payments--> Manage --> Add bank account. A pop-up will appear to add the routing and account numbers. Click the "Save" button to finalize.
Send Bank Account Invite
To send Loop's bank account invite navigate to Network --> Organizations --> Billing and payments --> Manage --> Send bank account invite A pop-up will appear to add the preferred method. Click the "Save" button to finalize.
More information on Payment Invite Management here
Manage QuickPay
To enroll a carrier into QuickPay navigate to Network --> Organizations --> Billing & Payment --> Manage --> Manage QuickPay. A pop-up will appear with the terms. Move the toggle to enroll or unenroll the carrier. Click the "Save" button to finalize.
More inforamtion on QuickPay here
Invoice finalization settings
Navigate to Network --> Organizations --> Invoicing Profile --> Manage --> Invoice finalization settings to update the attachment format, required artifacts, and enable Loop email delivery method for your customers receiving AR invoices.
If a customer is enrolled with Loop's email delivery method, an email preview will populate
Edit MC & DOT numbers
To edit the organization's MC & DOT numbers navigate to Network --> Organizations --> Bussiness Information --> Manage --> Edit MC & DOT numbers. A pop-up will appear to add in the number. Click the "Save" button to finalize.
Edit legal business name
To edit the organization's legal business name navigate to Network --> Organizations --> Bussiness Information --> Manage --> Edit legal business name. A pop-up will appear to add in the name. Click the "Save" button to finalize.
Edit primary contact
To edit the organization's primary contact navigate to Network --> Organizations --> Bussiness Information --> Manage --> Edit primary contact. A pop-up will appear to add in the email. Click the "Save" button to finalize.
Set TIN
To edit the organization's TIN navigate to Network --> Organizations --> Bussiness Information --> Manage --> Set TIN. A pop-up will appear to add in the number. Click the "Save" button to finalize.
