Adding Alternate Remit To Addresses

If you use different remit to addresses for different customers then there is the option of adding several into cieTrade that can be easily selected for customer invoicing.

When you go to  Settings>Preferences and then select Invoices, you will see the default remit to address that will automatically populate on all invoices.  

To create alternate remit to addresses you can select the  Remit To Addresses tab under Preferences. Next, and then click the "New" button in the top right corner.

Once you do so, the New Remit To screen will pop up, where you can add your details and create a name.

Hit save to apply these changes to your database.  After saving this you can link this remit to address to any Counterparty profile as a default within the Billing & Payments tab.

NOTE:  If you do not manually choose a remit to address for a Counterparty then the Default remit to address will remain. 

How to Select a Remit To Address on a Worksheet

On either Brokerage or Shipping worksheets, a Remit Address field is available under the Invoice notes section.  This will include a drop down, for you to select the appropriate address for this transaction.  Once chosen, the address will be reflected on any documents generated from this form.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.