Setup Billing Method

Video Tutorial:

This function allows admin users to:

• Assign Billing Method
• Processing Fee 
• Refund Setting

Important Notes:

• Billing Method MUST be Assigned to Enable "Deposit" Function for Client Users
  • Please Review "Submit Deposit" for the Payment Submission Detail
•  

Assign Billing Method

Search Path: Setting - Management - Client Setup - "..." - Billing Options

This function page allows admin users to assign a payment method to the client users

(Please Review "Payment Setup" for Detail)

Select a client and click the "Setting" button  and "Billing Options"

Select the "Payment Option"

Processing Fee 

This allows users to have a better idea of how their fees break down, for example, each of their shipments will break down into a processing fee, residential fee, and transportation fee, instead of one fee with no breakdown.

Search Path: Setting - Management - Client Setup - "..." - Billing Options

Type in the processing fee for each shipment for this client 

Refund Setting

Search Path: Setting - Management - Client Setup - Edit - Billing Options

Input the refund days of voided shipment for this client (Please see the below notes)

Notes:

The amount of the voided shipment will be refunded to the client's balance automatically once reached the setup date

For example:

Select this option to refund for an overpayment for this user 

Click "Save" to save the selected billing option

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