Steps

1. From the main menu, click Lists, and then Billing Account.

2. Click the Add Billing Account icon to add a new Billing Account profile.
   
   
   
   
   

3. From that window, populate the data for the Customer's Freight and/or Parcel account:
   

• Profile Tab

  • Billing Account:

    • The name entered will be the name that is entered in the Billing Account ID text box on the Rate & Ship page.

  • Billing Name:

    • Your name for the Billing Account, is not used on any paperwork.

• Address Tab

  • To add an address entry, click on the Address tab, then select the ‘Add Row’ icon.

    • Type, Name, Zip, Country Code and Freight Charge Code are required fields. The remaining fields can be used to populate a full address on reports such as the Bill of Lading.

      • Type: select Third Party from the dropdown.

      • Name: Name of the carrier.

      • Freight Charge Code: freight account number.

      • Zip/Postal Code: Will show up under the Freight Terms on the Rate and Ship page for the shipments.

      • Country: Will show up under the Freight Terms on the Rate and Ship page for the shipments.

Example of Third-Party Billing Account for FedEx

This example uses Freight Account Number 12345678.