When setting up your Clients in techShip, you will have to configure Billing Accounts to ship through them. These use a Baseline Account as a foundation, but their way to work could be different based on the Client's needs.


When setting Billing Accounts, you will be able to specify how it should work for that specific client, setting label references, packing slips usage, rate shopping, markups, WMS information updating and Carrier options such as the default service level, address validation, sender and return addresses, etc.


This article describes the procedure to set up a techSHIP Carrier billing account, while others are specifically written for other Carriers.


Feel free to follow the step-by-step guide written below or the video guide, as you prefer:



To set up a techSHIP Carrier billing account, define the following and then Save:


ADD THE ACCOUNT TO THE CLIENT PROFILE


1. Access Clients under the Maintenance menu



2. Click on the Client for which you wish to set up the billing account

3. Press Add Billing Account

4. Select the source account which will be used and Save



5. Edit the Billing account

SET UP THE GENERAL OPTIONS

 
The General Options tab is the same for every carrier. If you are already acquainted with it from previous setups, please configure it accordingly.


If this is your first time setup or you aren't acquainted to it, refer to the following article and once finished, return to this one to set up the carrier specific options:


How to configure the Billing Account General Options tab [Step-by-Step guide]



SET UP THE CARRIER OPTIONS 


The Carrier Options tab allows to set up basic and advanced features of your techSHIP Carrier billing account.


These are the key elements:



A) Default Service Code: Set as [ECO] as techSHIP will resolve the Service Code.


B) Sender Name: Specify the Sender name accordingly phone and e-mail of the person or company related to this account profile.


C) Default Package Description: Describe the default package description you will declare


D) Default Currency: Select the currency you will use from the dropdown 


E) Contact phone: Specify the Sender phone accordingly.


Press Save to apply the changes. If the information is valid, you'll be able to process orders through it.