• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
3PL Support

3PL Support

BrokerWare Support from 3PL Systems

  • 3PL University
  • Change Requests
  • News & Updates
  • Dev Center
  • 3PL Systems
  • 3PL University – Videos [107]
    • Operations [40]
      • Dashboard [4]
        • Dashboard General Overview
        • Dashboard Tile Overview [1]
          • Dispatching – Booked Covered Tile
        • Source Capacity Dashboard
      • Customers [15]
        • Creating a Customer
        • Customer List
        • Customer Profile [6]
          • Customer Profile – Overview
          • Customer Contacts List
          • Adding a Customer Contact
          • Customer Address Book
          • How to Add a Third-Party Payer
          • Custom Carrier Compliance Events
        • Master Accounts [2]
          • Master Accounts
          • Address Book/Contacts/Products
        • Customer Portal [2]
          • Customer Portal Dashboard
          • Entering and Quoting a Load in Customer Portal
      • Carriers [4]
        • How to Add a TL Carrier
        • Carrier Contact Functions
        • Carrier Portal
        • Add/Update Carrier Insurance
      • Staff [2]
        • Create Staff
        • Office Locations
      • Load/Shipment [10]
        • How to Create a Load
        • Shipment Profile Lifecycle
        • Load Profile [7]
          • Commodity Field
          • Adding Additional Carriers
          • How to Change or remove a Carrier from a Load
          • Source Capacity (Volume Quotes) [2]
            • Overview
            • Sending Volume Rate Request
          • Dispatching – Manual and E-Mail Dispatch
    • Accounting [32]
      • Shipment [4]
        • Modify Pricing
        • Changing Carriers
        • Multiple Carrier Bills
        • How to add a Third-Party Payer
      • How to Create an Invoice
      • Accounts Receivable [1]
        • AR Aging Detail
      • Accounts Payable [1]
        • AP Invoicing
      • Customer Profile [4]
        • Invoice Preferences
        • Customer Statement [2]
          • Overview
          • Scheduling Invoices/Statements
      • Invoice Printing [2]
        • Overview
        • Print History
      • Office Locations
      • HyperionTMS – Accounting Updates (June 2022) [12]
        • AR & AP – Invoicing [4]
          • AR & AP Invoicing
          • AR – Invoice Revision – Increase
          • AR – Revision – Credit Memo
          • AP – Revision – Accrual Based
        • Check History – Void Checks
        • Commissions – Revisions
        • Invoice Preferences
        • QB Desktop – Sync Recon Tools
        • Updated Staff Permissions
        • Carrier Sales
        • Webinar Meeting – Recording 6/12/2022
    • Tariff [13]
      • Tariff Creation [11]
        • API Tariff [5]
          • API Tariff Overview
          • Create a Global API Tariff
          • Create a Customer API Tariff
          • Add Service Lane Markup (API)
          • Adding Carriers to API Tariff – Customer Specific
        • Custom Tariff [4]
          • Custom Tariff Overview
          • Creating a Custom Carrier Tariff
          • Creating a Custom Customer Tariff
          • Creating a Custom Markup Tariff
      • Tariff List
    • More [18]
      • Advanced Search
      • Carrier Sales
      • Custom Reference Fields [4]
        • Customer Custom Reference Fields
        • Global Custom Reference Fields
        • Where to Find Custom Reference Fields
        • Testing
      • Custom Text [1]
        • Overview
      • Integrations [2]
        • Carrier Integrations
        • Other Integrations
      • Report Builder [2]
        • Report Builder
        • Report Builder – Shipment Report
      • Ship Mind
      • System Alerts
      • OnTime Report
  • 3PL University – User Guides [62]
    • Carriers [11]
      • Carrier Groups
      • Carrier List [2]
        • Add Bill-To Address for third-party integrations
        • Carrier Portal
      • Carrier Profile [2]
        • Create a Carrier Profile
        • How to Add/Update Carrier Insurance
      • Add multiple carriers/vendors to multi stop load
      • Rate Con vs Dispatch Sheet
      • Carrier Compliance setup
      • Adding a Secondary Vendor to a load
    • Customers [13]
      • Adding Accounting Contacts
      • Adding Contacts to a Customer Profile
      • Customer Log In Access Levels
      • Customer Relationship Management (CRM)
      • Hours of Operations
      • How to add a third-party payer
      • Indicate Primary Sales Rep
      • Sending a Customer Statement and Open Invoices
      • Sending and Scheduling Customer Statements
      • Master and Sub-Accounts
      • Create a Customer Profile
      • Changing a Customer on a load.
      • Add Bill-To information for a Customer Specific Account: API Customer Tariff
    • Staff [4]
      • Assigned To function
      • Add an Office Location Label
      • Staff Permissions and views
      • Creating a Staff Member
    • Accounting [6]
      • Adding Canada Tax Configurations
      • Claim Log
      • Consolidated Invoicing
      • Invoice Printing
      • Electronic Signatures
      • Billing & View function
    • Tariff [5]
      • Add Service Lane Markup to API Tariff
      • Add/Create Customer API tariff
      • Creating Accessorials
      • How to create a Pricing Program
      • Region Lists
    • Documents [1]
      • Mass Document Uploader
    • Tools [1]
      • Creating a Carrier Report via Report Builder
    • Admin Tools [3]
      • Changing Document Addresses
      • Staff Groups
      • Add Equipment Types to system
    • Integrations [6]
      • Hubtran Integration 101
      • Authorize.Net
      • SMC3 Volume Integration
      • project44 / p44 Tracking
      • Macropoint Tracking
      • Other Integrations
    • QuickBooks [2]
      • Re-Authorize Sync Application in QuickBooks Desktop
      • Office GL Code setup – QuickBooks Desktop
  • Industry Knowledge [4]
    • EDI
    • Freight Classes
    • Package Types
    • Accessorials
  • Other [2]
    • User Group Meeting (2022)
    • BrokerWare v2 Themes (as of January 2022)
  • FAQ [2]
    • How do I submit a change or enhancement request?
    • How do I get live Support?
  • Home
  • /
  • Documentation
  • /
  • 3PL University – User Guides
  • /
  • Customers

Adding Accounting Contacts

Question:

How do I add contacts to emails for invoices?

In order to add additional emails to be copied on when invoices are sent out, please first ensure contacts are added to the Customer Profile.

Once the contacts have been created, go to Invoice Preferences under Customer Tools

Scroll down, you will see the Primary Accounting Email and Additional Accounting Contacts

Select the Additional Accounting Contact you would like added, and it will show to the right once it’s added.

You can add multiple contacts here that are available.

Save your changes.

Last modified March 5, 2022

Doc navigation

Master and Sub-Accounts >
Was this page helpful?
Yes No

Need More Support?

Getting a hold of a team member is easy. You can contact our support team Monday through Friday from 6:00 am – 5:00pm (Pacific Time).

Email: support@3plsystems.com

Phone: 800.965.8205 x2

Get in touch

800-965-8205
sales@3plsystems.com

Navigation

  • 3PL University
  • Change Requests
  • News & Updates
  • Dev Center
  • 3PL Systems

Search

Search 3PLSupport.com

Copyright © 2022 · 3PL Systems, Inc. · All Rights Reserved · Built by Sir Lion Labs