Billing Defaults

The Billing Defaults tab allows administrators to configure how invoices and billing communications are handled within DynaTrail Dispatch.

These settings control the default email addresses, invoice messages, fuel surcharge configuration, and numbering used when billing trips.

Configuring these defaults ensures invoices and billing communications are sent with consistent formatting and company information.

Opening Billing Defaults

To access the Billing Defaults section:

Click Settings from the main navigation menu
Select Company Profile
Click the Billing Defaults tab

This section contains several configuration options that affect how invoices and billing communications are generated.

Billing Email Address

This email address will appear as the sender when invoices and billing communications are sent from the system.

Customers receiving invoices will see this email as the contact for billing questions.

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Example email: billing@yourcompany.com

Send Copies to Billing Email

Administrators can choose whether a copy of each invoice email should also be sent to the billing email address.

This is commonly used to keep an internal record of invoices that were delivered to customers.

Tip
Many companies enable this option so their accounting team automatically receives a copy of every invoice sent.

Block Trips From Being Billed

This option allows administrators to configure whether new trips are blocked from billing by default.

When enabled, trips must be manually approved before invoices can be generated.

This setting is useful for companies that require an accounting review before invoices are sent.

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Some companies use this setting to ensure paperwork such as PODs has been received before invoicing.

Fuel Surcharge (FSC)

DynaTrail Dispatch allows companies to automatically apply a fuel surcharge to invoices.

If your company uses fuel surcharge billing, this section allows you to configure the rate.

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Example FSC rate: 12% fuel surcharge

Default Billing Currency

This setting determines the currency used when generating invoices.

All invoices will default to the selected currency unless manually changed on a specific trip.

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Common options include: USD or CAD

Starting Trip Number

Administrators can define the starting trip number used by the system.

This allows companies transitioning from another dispatch system to continue their existing trip numbering sequence.

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Example starting trip number: 10500

POD Email Default Message

This message will appear in the email when sending Proof of Delivery (POD) documents to customers.

You can use this space to provide a standard message when delivering completed shipment documentation.

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Example message:
Please find the attached Proof of Delivery for your records.

Invoice Email Default Message

This message will appear in the email when invoices are sent to customers.

It allows companies to include a standard billing message with every invoice.

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Example message:
Please find the attached invoice for the completed shipment. Thank you for your business.

Invoice Notes

Invoice notes appear directly on the invoice document itself.

Companies often use this section to include payment terms or other important billing information.

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Example invoice note:
Payment terms are Net 30 days from invoice date.

Saving Billing Defaults

After configuring your billing settings:

Review the information for accuracy
Click Update

All future invoices and billing communications will now use these default settings.

Next Step

Continue to the next guide to configure driver settlement defaults.

Driver Settlement Defaults