--- title: Automatically Update Client Charges During Bill Approval description: "Bill Audit Charge Update\n\nAuto Update Client Charge\n\nManual Rate Markup Variance" --- [Skip to content](https://help.g2mint.com/en/g2mint-user-guide/autoupdate-client-charges-during-bill-approval#main-content) English Show submenu for translations [Create a ticket](https://help.g2mint.com/en/g2mint-user-guide/kb-tickets/new?hsLang=en) [View All Tickets](https://help-center.g2mint.com/tickets-view?hsLang=en) - https://help-center.g2mint.com/tickets-view Open main navigation Close main navigation - https://help-center.g2mint.com/tickets-view - English Show submenu for translations - [Create a ticket](https://help.g2mint.com/en/g2mint-user-guide/kb-tickets/new) - [View All Tickets](https://help-center.g2mint.com/tickets-view) - [Create Ticket](https://44102072.hs-sites.com/en/g2mint-user-guide/kb-tickets/new) [Create Ticket](https://44102072.hs-sites.com/en/g2mint-user-guide/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [G2Mint User Guide](https://help.g2mint.com/en/g2mint-user-guide?hsLang=en) 2. [Managing Client Invoices](https://help.g2mint.com/en/g2mint-user-guide/managing-client-invoices?hsLang=en) 3. [Approve Client Invoices](https://help.g2mint.com/en/g2mint-user-guide/managing-client-invoices?hsLang=en#approve-client-invoices) June 25, 2026 # Automatically Update Client Charges During Bill Approval ### Manage Carrier Bills: Automatically Update Client Charges During Bill Approval Learn how to use the automated charge adjustment settings when approving carrier bills to protect your margins, eliminate manual data entry, and automatically handle supplemental invoicing. ### What’s in this article - Overview of automated charge adjustments - How to auto-update client charges using original markups - How to pass along unexpected costs with no markup - Handling manual rates without a standard markup agreement - Understanding automatic supplemental invoicing  ![](https://help.g2mint.com/hs-fs/hubfs/image-png-Jun-08-2026-05-02-18-2626-PM.png?width=670&height=360&name=image-png-Jun-08-2026-05-02-18-2626-PM.png)  ### Overview of Automated Charge Adjustments When reviewing carrier bills, unexpected variances in accessorials or freight costs often require manual updates to the corresponding customer charge to protect your profit margins. Previously, users had to approve the expected cost in the **Settle \> Bills** section and then manually switch over to the customer's charge record to update it. With this update, G2Mint introduces an **Additional Settings** section during the bill approval process. These settings allow you to automatically pass carrier cost variances onto the customer charge using predefined rules, ensuring seamless margin protection. ### How to Automatically Update Client Charges You can configure the system to recalculate customer charges automatically when a carrier bill is approved in the **Settle \> Bills** section. During approval, a new **Additional Settings** section will appear on your screen, which is **expanded by default**. If no toggles are selected, the system will perform the bill approval exactly as it did previously. ### Option 1: Auto-Update Using the Awarded Markup Rate Use this option to recalculate the client charge based on the final approved carrier cost while maintaining your original margin percentage. 1. Navigate to **Settle \> Bills** and locate your pending record under the **Expected Cost** or **Bills** tab. 2. Review the variances and proceed to the approval screen. 3. In the default-expanded **Additional Settings** section, switch the **Auto Update Client Charge** toggle to **ON**. 4. Click **Approve**. > **What happens next:** The system automatically triggers the rate engine using the final approved cost amounts combined with the original markup rate of the awarded rate quote. ### Option 2: Pass Along Extra Costs with No Markup Use this option if you want to pass the exact dollar amount of the unexpected cost variance directly to the customer without adding an extra markup. 1. On the bill approval screen, navigate to the **Additional Settings** section. 2. Switch the **Pass along extra costs with no markup** toggle to **ON**. 3. Click **Approve**. > **What happens next:** The system calculates the exact financial difference between the original expected cost and the new approved bill amount, then automatically adds that difference directly to the customer's charge record. ### Special Scenario: Manual Rates Without a Standard Markup Agreement If you created a **manual rate** for a shipment and there is **no standard markup agreement** tied to the account, please note the following behavior: - **Markup Reference Criteria:** The *Auto Update Client Charge* option (Option 1) currently looks for an active, system-defined markup agreement to calculate the new rate. Because a manual rate lacks a baseline agreement, Option 1 is not supported for this specific use case. Future platform updates will expand this capability to pull markup details directly from manual rate entries. - **Recommended Workflow:** For these specific shipments, select **Pass along extra costs with no markup** (Option 2). This ensures that the charge record is still automatically updated to reflect the additions you approved on the carrier bill. The system will add the extra costs to your customer charge to protect your baseline margin, and you can still manually apply a markup to the charge afterward if desired. ### Understanding Automatic Supplemental Invoicing If the customer's documentation has already progressed through your billing workflow, G2Mint safeguards your updates by checking the status of the associated charge or invoice record: - **Uninvoiced Shipments:** If the customer charge has not been invoiced yet (or is not in a processing status), the system will simply update the open Charge or Invoice record directly. - **Invoiced Shipments (Processing Status):** If the associated customer charge has already been converted into an invoice and is currently in a **Processing** status, the system will automatically create a new Invoice record of type **Supplemental**. This completely eliminates the need to manually void, edit, or regenerate original invoices when caught by a carrier bill audit. ### Related Resources - [Managing Carrier Bills - General Overview](https://help.g2mint.com/en/g2mint-user-guide/settle-bills-overview?hsLang=en) - [Status Definitions for Expected Cost, Carrier Bills, and Payable Records](https://help.g2mint.com/en/g2mint-user-guide/settle-bills-overview?hsLang=en) - [Managing Client Invoices: Overview](https://help.g2mint.com/en/g2mint-user-guide/settle-bills-overview?hsLang=en) - [Getting started](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#main-content) - [Shipper client Account](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#shipper-client-account) - [My Account](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#main-content) - [My Account Contacts](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-contacts) - [My Account Services & Capabilities](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-services-capabilities) - 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