Finance | Invoice Setup
Administrator can connect to their carrier's account to obtain invoice details.
Search Path: Setting - Integration - Invoice Setup - Connect Carrier
Click "Invoice Setup" under the Integration section
Click "Connect Carrier"
Input the below required information and click "Connect"(Please see the below description)
- Carrier - Choose the desired carrier to connect
- Nickname - Nickname for this setup
- Username and Password - The login information to login the carrier official website
Once connected, the connection status shows "Pending" (Please see the below notes)
It might takes up to a day to complete the connection process, the status will change to "Success" when completed