If your company Administrator has granted payment instructions rights in your user profile, you can select invoices to include in a single payment reference that is sent to the carrier.
The Payment Instructions page lists the invoices included in the instructions, as well as any applicable payment history.
From Invoice search results:
Select the check boxes of the desired invoices, and select Create Payment Instructions
If you have selected invoices that span over multiple carrier office regions, on the Payment Instructions Intermediary screen you can: 1) select Remove to remove an invoice from the group, 2) select Create Payment Instructions for the desired group
If you are settling the payment instruction offline, select the appropriate carrier recipient Bank Name and Bank Account
You may also use the Remarks field to enter any payment remarks
Select Submit Payment Instructions to complete the payment instruction creation process
Tip: If your
search results span multiple pages, you can select invoices from the first
page and then continue on to the other results pages to select additional
invoices. Selecting Create Payment Instructions will include all of the
invoices in your payment instructions.
If there are any exceptions, you will be presented with instructional text
on the page. Follow the instructions to continue.
After the payment instructions have been created, you will be presented
with the reference number, which is also sent to the carrier. At this
point, you may close the payment instructions and come back to it at a
later time, or continue with settlement.
For offline payment settlement, you can print the payment instructions,
and arrange payment with your carrier by referring to the CargoSmart Payment
Instructions Reference Number.
If your administrator has granted you access to Invoices, Payment Instructions, and Pay Online from the User & Company Profiles module, then you can begin paying online.
From Payment Instructions search results:
Select the radio button of the desire payment instruction, and select Pay by CitiConnect
CargoSmart will direct you to CitiConnect's sign-in screen so that you can arrange payments
From Payment Instructions details page:
Select Pay by CitiConnect
CargoSmart will direct you to CitiConnect's sign-in screen so that you can arrange payments
Tips: Currently the online payment functionality is limited to OOCL shipments for Hong Kong based users.
If your company Administrator has granted payment instructions rights in your user profile, you can search for previously created payment instructions. You may then perform various actions on the instructions.
From My CargoSmart Center:
Select Find Payment Instructions
Choose a Carrier and enter at least one of the following:
Invoice Number
Bill of Lading Number
Creation Date Range
Select
Find Payment Instructions to begin
searching
Tip: The list of returned payment instructions will be displayed below the search criteria. Here you may review the results, drill down to the instruction details, or select a payment instruction for settlement.
From Payment Instructions search results:
Select the Payment Instructions
Select Payment Details to display any payment history for the instructions
Select History to display the transactions performed against the instructions since creation
Select Cancel Payment Instructions to cancel the instructions (you may cancel the instructions if payment steps have not been initiated)
Select the Invoice Number to view the invoice detail page