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Escrow Types on LoadStop

How to create Escrow Types on LoadStop

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Written by Sakena R
Updated over a year ago
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Introduction

This article has all the information required to create a new escrow type but for more information regarding other modules visit our Help Center.

Navigation

To create an escrow type, go to the Main Menu, select Setup and then Escrow Types. This is the main page where you can create new escrow types and view the existing ones.

Filters

In this module, we have one open search bar to search the name of the escrow type. There is also an option to search by the category of your escrow type like driver escrow or agency escrow.

Create New Escrow Type

To create a new escrow type, click on the β€œcreate new escrow type” button on the top right corner of the screen.

Here you can write the name of the escrow type and also choose its category like driver escrow or agency escrow.

Edit an Escrow Type

If you click on actions, you also have the option to view, edit, or delete any escrow type.

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