--- title: Default Settings Finance/ Billing description: Establish customized Billing Settings within the application to save time and increase consistency --- [Skip to content](https://help.g2mint.com/en/g2mint-user-guide/default-settings-finance/-billing#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. [Default Settings](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en) 3. [Default Settings Finance/ Billing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-billing) May 13, 2026 # Default Settings Finance/ Billing ## G2Mint’s Billing settings allow shippers and brokers to define rules and conditions that automatically approve expected cost records and create payables when specified criteria are met. This gives teams greater control while allowing them to focus on managing exceptions. ### **Last Updated: September 12, 2025** ### **Applies to:** *Shippers, Brokers*    **Note:** This default setting can be done at the account level or at an individual customer level within Engage. The "Client-specific" mode setting will always override a "Default" setting. ### Common Scenario(s)/Challenge (s): For brokers or shippers who want to set controls that dictate when a carrier bill is audited and approved as well as minimize manual intervention.  ### **Solution Overview:** Managing your carrier bills is primarily handled in the **Settle \> Bills** section, where expected costs are matched to carrier bills. By utilizing **Default Settings**, you can ensure carrier bills and associated cost records are only approved when specific requirements—such as document attachments or shipment statuses—are met. ### 1. Configure Approval Triggers Triggers dictate the conditions that must be satisfied for an expected cost record to move to a "Payable" status. - **Mode:** Define requirements and thresholds per specific transportation mode. Leaving this blank applies the rules to all modes. - **Required Document:** Require specific documentation (e.g., a POD attached to the BOL) before a freight bill can be processed. **Status:** Specify the shipment status (e.g., "Delivered") required for auto-approval to trigger. ![](https://help.g2mint.com/hs-fs/hubfs/image-png-May-13-2026-01-55-01-3702-PM.png?width=670&height=182&name=image-png-May-13-2026-01-55-01-3702-PM.png) ### 2. Set Up Financial Processing Processing settings define your financial relationship and terms with your carriers. - **Net Terms:** Enter the standard billing terms for your carriers. - **Quick Pay:** Activate a default Quick Pay discount by selecting the checkbox and entering the percentage. If a carrier uses the G2Mint portal, they can choose to accept these default terms.   ### 3. Establish Audit Thresholds Audit thresholds determine the acceptable variance between an **Expected Cost** and the actual **Carrier Bill**. - **Modes and Carrier:** Criteria can be determined by Mode or specific Carrier. - **Threshold Types:** Set thresholds as a fixed dollar amount or a percentage. - **Applies To:** Link thresholds to the Total Cost or specific items like Linehaul, FSC, or Accessorials. ![](https://help.g2mint.com/hs-fs/hubfs/image-png-May-13-2026-01-57-22-2049-PM.png?width=1756&height=545&name=image-png-May-13-2026-01-57-22-2049-PM.png) - **Create Billing Criteria:** - [Default Billing Settings](https://app.guidde.com/playbooks/j4T3gVU3oHRzRJxAsiiCut)   The Finance Billing section within Default Settings allows for customized options in Billing your clients, including status triggers, net terms, quick pay and Audit threshold. ### 1. Click "Default Settings" Select the "Default Settings" option within User Name. ![Click 'Default Settings'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fj4T3gVU3oHRzRJxAsiiCut%2FddvU4Vii6iUftsZKvDc4Qh_doc.png?alt=media&token=6abfea04-475f-4fd1-9e72-874c0cd8b585) ### 2. Click "Finance | Billing" Navigate to the "Finance & Billing" section from the dropdown menu. ![Click 'Finance | Billing'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fj4T3gVU3oHRzRJxAsiiCut%2FgVGAsairUNhxcKshVTxbVr_doc.png?alt=media&token=0a3d9690-392d-4754-8178-510931af6852) ### 3. Enter "Trigger" details Enter the desired "Triggers", including Mode, Required Document, and the Status that triggers the need for that Document. ![Enter 'Trigger' details](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fj4T3gVU3oHRzRJxAsiiCut%2FoMfSCgB7WLQrkUjxMeyU1K_doc.png?alt=media&token=3139f9fb-933a-4b86-bb5a-5d45375090dd) ### 4. Click "Processing" Select the "Processing" tab from top navigation bar to create default Net Terms and activate default Quick Pay details. ![Click 'Processing'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fj4T3gVU3oHRzRJxAsiiCut%2FqdRudq4C2PxX7D55kj7e8b_doc.png?alt=media&token=34db9e27-d96d-496d-939a-1daeb42591df) ### 5. Enter "Processing" details Enter "Processing" details. In this example, we have set 30 Day Billing Terms, activated Quick Pay, and offered a 2% discount if paid within 5 days of receipt. ![Enter 'Processing' details](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fj4T3gVU3oHRzRJxAsiiCut%2FoPhuEehmCTJM8dKbDYZRPg_doc.png?alt=media&token=edfed3ae-6532-4d53-bc81-3db16ff57e04) ### 6. Click "Audit Threshold" Select Audit Threshold from the top navigation bar to create a default tolerance determining when a financial document needs to be audited. ![Click 'Audit Threshold'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fj4T3gVU3oHRzRJxAsiiCut%2F3KngHskq98uxSDPJpjCXaf_doc.png?alt=media&token=6a2ba245-627b-43e8-8871-4c97e0f70b95) ### 7. Enter  "Audit Threshold" details Enter the "Audit Threshold" details. In this example, an LTL Shipment with a 1% or less discrepancy on Total Cost with a maximum variance of $25 will be auto-approved. ![Enter  'Audit Threshold' details](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fj4T3gVU3oHRzRJxAsiiCut%2FrfdK7TN7DYabQwf7okH67c_doc.png?alt=media&token=a840992e-08ce-4dd5-978b-626cc7b7fee4) ### 8. Click "Save" Select "Save". ![Click 'Save'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fj4T3gVU3oHRzRJxAsiiCut%2F97o6uinBB3ALf9xMakXcaF_doc.png?alt=media&token=ae69553a-93cc-4434-8e00-c56f05261085) For further information, please reach us at support@g2mint.com. [Powered by **guidde**](https://www.guidde.com) - [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) - [My Account Admin](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-admin) - [My Account Locations](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-locations) - [User Management](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#main-content) - [User Management Groups](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-groups) - [User Management Roles](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-roles) - [User Management Users](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-users) - [Default Settings](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#main-content) - [Default Settings Accessorial](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-accessorial) - [Default Settings App Customization](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-app-customization) - [Default Settings Rate Expiration](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-rate-expiration) - [Default Settings Margin Thresholds](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-margin-thresholds) - [Default Settings Finance/ Invoicing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-invoicing) - [Default Settings Finance/ Billing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-billing) - [Default Settings Documents](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-documents) - [Integrations](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#main-content) - [Falvey Insurance](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#falvey-insurance) - [QuickBooks](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#quickbooks) - [Engage Account](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#main-content) - [Engage Locations](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-locations) - [Engage General](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-general) - [Engage Contacts](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-contacts) - [Engage Agreements](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-agreements) - [Engage Admin](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-admin) - [Engage Settings](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-settings) - [Engage Services and Capabilities](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-services-and-capabilities) - [Configurations](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#main-content) - [Address Book](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#address-book) - [Fuel Index Table](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#fuel-index-table) - [Areas](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#areas) - [Equipment](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#equipment) - [Schedules](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#schedules) - [Commodities](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#commodities) - [Handling Units](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#handling-units) - [Build](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#main-content) - [Shipments](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#shipments) - [Loads](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#loads) - [Quotes](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#quotes) - [Manage Shipments](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#main-content) - [Manage Shipments: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-overview) - [Manage Shipments: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-rate-quotes) - [Manage Shipments: Associated BOL](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-associated-bol) - [Manage Shipments: Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-orders) - [Manage Shipments: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-notes-history) - [Manage Shipments: Documents](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-documents) - [Manage Shipments: Financials](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-financials) - [Manage Shipments: Tracking Events](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-tracking-events) - [FAQ](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#faq) - [Waterfall Tendering](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#waterfall-tendering) - [Agreements- Freight](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#main-content) - [Agreements- Freight: Locations](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-locations) - [Agreements- Freight: Rate Plans](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-rate-plans) - [Agreements- Freight: Validation](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-validation) - [Agreements- Freight: Header Information](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-header-information) - [Carrier Webservice Instructions](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#carrier-webservice-instructions) - [Carrier Bill Management](https://help.g2mint.com/en/g2mint-user-guide/carrier-bill-management?hsLang=en#main-content) - [Statuses](https://help.g2mint.com/en/g2mint-user-guide/carrier-bill-management?hsLang=en#statuses) - [Managing Client Invoices](https://help.g2mint.com/en/g2mint-user-guide/managing-client-invoices?hsLang=en#main-content) - [Approve Client Invoices](https://help.g2mint.com/en/g2mint-user-guide/managing-client-invoices?hsLang=en#approve-client-invoices) - [FAQs](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#main-content) - [Manage Shipments](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#manage-shipments) - [User Management](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#user-management) - [Documents](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#documents) - [Engage-Accounts](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#engage-accounts) - [G2Mint Support](https://help.g2mint.com/en/g2mint-user-guide/g2mint-support?hsLang=en) - [Release Notes](https://help.g2mint.com/en/g2mint-user-guide/release-notes?hsLang=en) - [Engage Locations](https://help.g2mint.com/en/g2mint-user-guide/engage-locations?hsLang=en) - [Engage Contacts](https://help.g2mint.com/en/g2mint-user-guide/engage-contacts?hsLang=en) - [General](https://help.g2mint.com/en/g2mint-user-guide/general?hsLang=en) - [Reports](https://help.g2mint.com/en/g2mint-user-guide/reports?hsLang=en) - [Engage](https://help.g2mint.com/en/g2mint-user-guide/engage?hsLang=en#main-content) - [Accounts](https://help.g2mint.com/en/g2mint-user-guide/engage?hsLang=en#accounts) - [Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#main-content) - [Custom Freight Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#custom-freight-agreements) - [FAK Table](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#fak-table) - [Billing Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#billing-agreements) - [Manage](https://help.g2mint.com/en/g2mint-user-guide/manage?hsLang=en#main-content) - [Shipments](https://help.g2mint.com/en/g2mint-user-guide/manage?hsLang=en#shipments) - [Dispatch](https://help.g2mint.com/en/g2mint-user-guide/dispatch?hsLang=en) - [API Management](https://help.g2mint.com/en/g2mint-user-guide/api-management?hsLang=en) - [Workflow](https://help.g2mint.com/en/g2mint-user-guide/workflow?hsLang=en) - [The Grid View](https://help.g2mint.com/en/g2mint-user-guide/the-grid-view?hsLang=en) - [Manage Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#main-content) - [Manage Quotes: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-notes-history) - [Manage Quotes: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-overview) - [Manage Quotes: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-rate-quotes) - [Manage Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-orders?hsLang=en) - [Manage Loads](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#main-content) - [Manage Loads: Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-orders) - [Manage Loads: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-overview) - [Manage Loads: Financial](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-financial) - [Manage Loads: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-rate-quotes) - [Manage Loads: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-notes-history) - [Manage Loads: Tracking Events](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-tracking-events) - [Manage Loads: Associated BOL](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-associated-bol) - [Manage Loads: Documents](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-documents) - [Manage Exceptions](https://help.g2mint.com/en/g2mint-user-guide/manage-exceptions?hsLang=en) - [Agreements- Fuel](https://help.g2mint.com/en/g2mint-user-guide/agreements-fuel?hsLang=en) - [Agreements- Accessorial](https://help.g2mint.com/en/g2mint-user-guide/agreements-accessorial?hsLang=en) - [Agreements- 3PL Services](https://help.g2mint.com/en/g2mint-user-guide/agreements-3pl-services?hsLang=en#main-content) - [Retainer](https://help.g2mint.com/en/g2mint-user-guide/agreements-3pl-services?hsLang=en#retainer) - [Agreements- Compliance](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#main-content) - [Agreements- Compliance Header](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#agreements-compliance-header) - [Agreements- Compliance Plan](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#agreements-compliance-plan) - [Agreements- Markup](https://help.g2mint.com/en/g2mint-user-guide/agreements-markup?hsLang=en#main-content) - [Agreements- Cost+](https://help.g2mint.com/en/g2mint-user-guide/agreements-markup?hsLang=en#agreements-cost) - [Spot & Tender](https://help.g2mint.com/en/g2mint-user-guide/spot-tender?hsLang=en) - [Track](https://help.g2mint.com/en/g2mint-user-guide/track?hsLang=en) [![miles-Mar-24-2025-02-28-23-8998-PM](https://help.g2mint.com/hs-fs/hubfs/miles-Mar-24-2025-02-28-23-8998-PM.png?width=150&height=150&name=miles-Mar-24-2025-02-28-23-8998-PM.png "miles-Mar-24-2025-02-28-23-8998-PM")](http://g2mint.com?hsLang=en) [mailto:support@g2mint.com](mailto:support@g2mint.com) Copyright © 2025, G2Mint