Skip to main content
Where to find it: Dashboard → Finance → Invoices → Approved Owlery emails carriers about disputes and payments, and emails your team each payment statement. This page covers who gets each email and how payment statements are created.
Invoice emails and payment statements are only available when Freight Audit and Pay is turned on for your account. See Freight Audit and Pay Settings.

​
Who Receives Invoice Emails

Automated invoice emails go only to contacts configured for that workflow. Adding someone as an Owlery user does not automatically subscribe them to invoice emails.
Logistics Contact does not receive these emails. Owlery also does not email anyone when an invoice first enters Needs Review or moves to Approved. Use those tabs to monitor those stages.

​
Set Up Carrier Contacts

  1. Go to Dashboard → Master Data → Contacts.
  2. Click Add Contact, enter the carrier contact’s email, and confirm the carrier relationship shown.
  3. Choose Account Manager for dispute digests, Accounting for dispute digests and payment remittances, or add both roles from the contact’s Roles cell after creating the contact.
  4. To send dispute digests, go to Settings → Shipper Settings → Freight Audit and Pay, open Disputed Invoice Digest, and turn it on.
Payment remittances do not have a separate email toggle. Owlery sends them to the carrier’s Accounting contacts after the carrier payment clears. If the carrier has no Accounting contact, Owlery holds the remittance emails and sends them as soon as one is added.

​
Set Up Payment Statement Contacts

Payment statements go to your Payment Statement Contact list, optionally routed by GL code. See Payment Statement Contact.

​
Create a Payment Statement

Pay requires Automated Bill Pay.
1

Select the invoices

On the Approved tab, select the invoices to pay and click Pay. Only approved, non-test invoices with a carrier can be paid.
2

Check the total

Confirm the total shown matches what you expect to pay.
3

Name the statement

Optionally enter a Batch Statement ID. Leave it blank to have Owlery generate one.
4

Choose how to split

Choose whether to Separate statements by GL code. See Split Payment Statements by GL Code.
5

Pay

Click Pay Now. The invoices move to Payment Created, and your Payment Statement contacts are emailed.
To create statements on a weekly schedule instead, set up Approved Invoice Auto-Batching.

​
Split Payment Statements by GL Code

Turn on Separate statements by GL code to create a separate payment statement and CSV for each complete GL-code set. For example, invoices assigned to one code, a different code, both codes, and no GL code become four separate statements. If you entered a Batch Statement ID, each statement’s ID is your ID plus its GL codes.
Separate statements by GL code controls which invoices belong to each statement and CSV. Payment statement notifications by GL code only routes each already-created statement to the matching contacts. Each recipient receives the complete CSV for that GL-split statement.