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Customers

The shippers and brokers you haul for, their payment terms and where their invoices go.

Add or edit a customer

Click "+ Add customer" (or "Edit" on a customer’s card) and fill in:

  • "Company name" (required) and "City, state".
  • "Payment terms (days)": 30 unless you change it.
  • "Contact name" and "Phone".
  • "Billing email".
  • "MC number (brokers)" and "USDOT number" (see /help/customers#authority).

Click "Save". Add the customer before you create their first load: every load needs one. You need the "Dispatch and assign loads" or "Invoices and payments" permission to add or change customers.

Payment terms

Payment terms are the number of days the customer has to pay, from 0 to 180. The card shows them as "Net 30" and so on. A new invoice takes the customer’s terms, which set its due date. Changing the terms later doesn’t change invoices you already made. See /help/invoices.

Billing email

The billing email is where invoices go. It’s printed on the invoice under "BILL TO" and filled in when you send one, and you can change the address before sending. Leave it blank if you don’t have it yet.

What each card shows

Each card shows the contact, billing email, phone, the number of loads (not counting cancelled ones), the revenue from their rates and the broker’s MC number.

Archiving a customer

Click "Archive" on a customer you no longer work with. Their past loads and invoices are kept.

FMCSA authority check

When you enter or change a broker's "MC number (brokers)" or "USDOT number", Tovarlo looks it up with FMCSA. The card then shows "Authority active", "Authority not active" or "Authority unknown", FMCSA's legal name for the number next to the name you typed, and when it was checked. Click "Check authority" to look again (not more than once a day).

  • If FMCSA shows the authority as not active, or its name doesn't match, you see a warning such as "FMCSA shows this broker's authority as not active. Check before booking." It's a warning only: you can still save and book.
  • The same result shows under the "Customer" pick in the "New load" form.
  • "Authority unknown" means FMCSA had no record of the number or didn't answer; Tovarlo tries again on the next daily check. It never guesses.
  • Tovarlo checks each broker again every 30 days. While Tovarlo is read-only, no new checks run.

Page checked on November 7, 2026.