How to Use Invoice Settings in CarrierOS AI
Invoice Settings control how customer invoices are prepared, addressed, and sent from CarrierOS AI. The guide below explains the invoice settings in CarrierOS AI workflow and what to verify before moving on.
Invoice settings affect accounting workflow. A small setup mistake can send invoices to the wrong recipient or leave required documents out of the packet.
Invoice settings in CarrierOS AI: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| Recipients | Default invoice emails, CCs, and additional recipients. |
| Invoice behavior | Controls invoice numbering, sending, batching, or document rules when available. |
| Document requirements | Defines which documents should be included or checked before billing. |
| Company identity | Uses company profile data for invoice appearance and contact information. |
How to use this page
- Open invoice settings before sending live invoices.
- Confirm default billing recipients and CCs.
- Review document requirements for PODs, rate confirmations, and optional files.
- Save settings and test with a non-critical invoice when possible.
Helpful tips
- Keep customer-specific billing emails updated too.
- Avoid sending invoices before required documents are attached.
- Use clear invoice settings so accounting does not need manual reminders.
