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Adding / Editing Billing Types

KB-01065

Purpose & Scope

Users will follow the instructions below to add or edit Billing Types in their LoadTrek database.

Procedure

Billing Types/Methods can be specified when rating or billing a load and are used within the Rate Load tab and the Billing Plane. It is best to add Billing Types into the database prior to rating loads or using the Billing Plane, but it is not required.

Examples of Billing Types may be: By Hour, By Mile, Per Stop, etc.

  1. From the top toolbar, click on the small down arrow next to the icon labeled 'Setup'

  2. Hover over 'Types', then click on 'Billing Types'

  3. To add a new Billing Type, click on 'Add New' and enter the description into the Billing Method text box.

  4. Click 'Add New' to add another Billing Type, or left click within the left hand section of the window to save your entry.

  5. Newly created Billing Types will appear in the left hand section of the window.

  6. To edit an existing Billing Type, left click on the name in the left hand section of the window, then modify the text in the Billing Method text box on the right hand side of the window accordingly.

  7. Once all appropriate Billing Types have been entered or edited, click on Close Plane.

Additional Comments

Contact LoadTrek.net support at 877.226.0107 x4 or support@loadtrek.net if you have additional questions.


PO Box 7036, Madison, WI  53707      Phone: 877.226.0107   Fax: 877.226.0107   Email: info@loadtrek.net
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