🛠️ The Payments feature must be enabled by our team before it can be used. Please reach out to your CSM or Account Manager to start the process.

Payments for Invoices

Disclaimer: Payments are currently only available for US customers.

Invoices can be paid by credit card directly through the Logixboard Accounting module.

Users can manage and pay invoices via credit card through our Stripe integration. This is currently only available for customers based in the US and we can only process payments in USD.

Please email [email protected] or contact your CSM to enable the payments module.

Accessing Payment Options

Payment processing is visible in the Logixboard interface for users with a customer account. Operators and admins will not be able to access the payments option.

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.

Paying an Invoice

There are two options to pay an invoice.

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.

1. Paying an invoice in Logixboard

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 (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. Click Next when ready to pay.
Enter credit card information and submit to complete payment.
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.

2. Payment through Logixboard-generated Email

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.

Information required for payments

Since payment services involve complex compliance requirements, we are required to obtain business and business owner's information listed below. You will receive a link from us to sign up for a Payment account. Please be sure to have the following information ready before starting the sign-up process.

Business Type (e.g. LLC, Partnership, C Corp, etc.)
1. Company Name
2. Company Address
3. Company Phone Number
4. Company Tax ID
Representative’s Information – a representative can either be the owner or an executive of the company
1. Representative’s name
2. Representative’s date of birth
3. Representative’s address
4. Representative’s phone number
5. Representative’s email
6. Representative’s relationship with the company
7. Representative’s last 4 SSN or copy of front and back of Representative’s driver license
Company’s Owner Information
1. Owner’s name
2. Owner’s date of birth
3. Owner’s address
4. Owner’s phone number
5. Owner’s email
6. Owner’s last 4 SSN or copy of front and back of Owner’s driver license
7. Bank account information.

Once all information is entered, it may take up to 48 hours for the account to be verified.

Order Visibility

User Admin & Managing Invitations

Product Updates & Releases

Self-Driven Logixboard Integration

Custom Data Fields