Once activated, navigate to the Accounting tab.

The invoice table will feature a new column on the far left allowing you to add one or more invoice(s) to the cart.

The cart will display how many invoices are ready to pay, multiple invoices can be paid at the same time.

When logged into Logixboard, you can choose which invoices to pay and submit payment through the interface.

You can manually send an email from Logixboard with a link to pay the invoice.

Click on the Add to Cart button next to the invoice you want to pay.

You can select more than one invoice up to a maximum of $30,000.00 US Dollars for Credit Card (transaction fees excluded) and $500,000.00 US Dollars for ACH (transaction fees excluded).

When you're ready to pay, click on the cart in the upper right corner.

Once you click the check out cart, a new modal will pop-up where you can confirm the transaction. Clicking the red button ⛔️ next to any invoice will remove from cart.

Then click Next.

If both Credit Card and ACH payments are enabled, select the desired payment method, then click Next

Enter credit card or bank account information in the next screen, depending on the payment method selected

When the payment is approved, all users connected to the payment will receive a payment confirmation receipt from Logixboard with the LSPs brand colors and logo.

In Logixboard, the status of the invoice will change to Payment Received.

Admins/Operators can close out the invoice and mark it as paid in Cargowise. To do this, create the payment receipt like you normally do.

In Logixboard, the status of the invoice will change to Paid.

Admins/Operators need to create an invoice in CargoWise.

IMPORTANT: After creating the invoice in CargoWise, click No when you see the prompt to print the invoice.

The invoice will be created, and Logixboard will send an email to the customer telling them there’s a new invoice to pay.

Customer clicks pay online.

Customer will be guided directly to the payment screen and proceed to make payment as described above.

Customers can track the status of payments in the accounting tab, they will receive an email notification once it's processed.

Business Type (e.g. LLC, Partnership, C Corp, etc.)

Representative’s Information – a representative can either be the owner or an executive of the company a. Representative’s name b. Representative’s date of birth c. Representative’s address d. Representative’s phone number e. Representative’s email f. Representative’s relationship with the company g. Representative’s last 4 SSN or copy of front and back of Representative’s driver license

Company’s Owner Information a. Owner’s name b. Owner’s date of birth c. Owner’s address d. Owner’s phone number e. Owner’s email f. Owner’s last 4 SSN or copy of front and back of Owner’s driver license8. Bank account informationOnce all information is entered, it may take up to 48 hours for the account to be verified.