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, this screen will pop up:

Complete the fields and hit save. After saving this you can link this remit to address to any Counterparties.

Go back to the home page of cieTrade and select  Counterparties from the left hand list. Select the Counterparty you wish to change. Click "edit" in the top right corner. Clicking edit will bring you to the page below: 

Go to the "Default Settings" and click on the "Remittance Instructions" drop down. 

Select whichever remit to address matches this Counterparty. If you do not manually choose a remit to address for a Counterparty then the Default remit to address will remain. 

If you change the remit to address, hit "save" at the top. Once you have done so you will now have the new remit to address pull into your client invoices as exemplified below:

(Brokerage Worksheet Invoice)

(Shipping Worksheet Invoice)

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