EasyPost - 3rd Party or Receiver Billing
This feature requires additional licensing. Please contact AcctVantage Sales for a quote.
In this article we'll discuss billing a 3rd party or the Receiver (usually your customer) when sending a shipment via EasyPost. In order for this to work, the carrier (and your carrier account) must support 3rd Party/Receiver billing.
Customer Default Settings
There are two locations to enter these settings. The settings from the default address will populate during Sales Order Entry.
- Establishing these default values will speed data entry when processing a shipment.
- Any default value may be overridden during the shipping process.
- Be sure to fill in the carrier account info on all addresses for Clients where you're using the "Bill Receiver" or "Bill Third Party" settings.
AcctVantage does not verify the Courier Acct. ID until a shipment is processed. It is up to you to ensure that the Courier Acct. ID and the Ship Via carrier match. In other words, enter a UPS account number if the default Ship Via is also UPS.
Client/Sales Master
Navigate to Sales -> Sales Master, open a Client record and click on the Account Info tab. Under the Order Defaults section you will find fields to save default shipping account information for the client.
- Ship Via: The default shipping method for the address listed on the Client record. This method will be assigned to new Sales Orders by default when the main Client address is used.
- Courier Acct. ID: This is the Client's account number with the carrier (UPS, FedEx, etc.), which will be billed when shipping via 3rd Party or Receiver billing.
- Courier Acct. Zip & Country: Most carriers require the Zip/Postal Code and Country associated with the Courier Acct. ID when processing a shipment.
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Bill Receiver or Bill 3rd Party: This setting determines who the carrier account belongs to.
- If the Courier Acct. ID belongs to the Client, select Bill Receiver.
- If the Courier Acct. ID belongs to a 3rd party, select Bill Third Party.
Alternate Ship To Address
Navigate to Sales -> Ship\Bill To and open a Ship To address. Under the Defaults section you will find fields to save default shipping account information for the address.
- Ship Via Dflt: The default shipping method for the address listed here. This method will be assigned to new Sales Orders by default when this address is used.
- Ship Account ID: This is the Client's account number with the carrier (UPS, FedEx, etc.), which will be billed when shipping via 3rd Party or Receiver billing.
- Ship Acct. Zip & Country: Most carriers require the Zip/Postal Code and Country associated with the Courier Acct. ID when processing a shipment.
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Bill Receiver or Bill 3rd Party: This setting determines who the carrier account belongs to.
- If the Courier Acct. ID belongs to the Client, select Bill Receiver.
- If the Courier Acct. ID belongs to a 3rd party, select Bill Third Party.
Sales Order Setup
The settings from the default address will auto-populate on the Bill To/Ship To tab in the Shipping Parameters section.
If you select a different address on this page, the Courier Account info will update to match the new address.
Process a Third Party or Receiver Billing Shipment
When a Shipment is created, the settings from the Sales Order Bill To/Ship To tab will auto-populate on the Shipment Details tab. Additionally, if an Ord-BO is created via the Backorder process, the carrier account info will also be pulled from the Bill To/Ship To tab of the original Sales Order.
When each of these fields is populated, the EasyPost system will take care of billing the appropriate party (i.e. 3rd Party or Receiver) .
If your AcctVantage system is set to include EasyPost charges on the invoice, that process will be skipped in this instance. Your client will be billed for shipping charges by the carrier; the client will not be billed for shipping charges by your company.
Flowchart
This flowchart illustrates how the courier account info is assigned to Sales Orders, Shipments and Ord-BOs (i.e. backorder fulfillment).
