This guide explains how to add and configure a Saia REST Client (Billing) Account.
A Client (Billing) Account assigns a carrier connection to a specific Client and defines how that carrier behaves for that Client.
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For a complete overview of supported carriers and related setup guides, refer to techSHIP supported Carriers - Master List [Guides List].
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TABLE OF CONTENTS
Prerequisites
Before adding a (Billing) Account, ensure that:
The Client Profile has been created. See: How to create a Client profile [Step-by-Step guide].
This setup uses a Baseline Account as the foundation. To create and configure one specific to this carrier, see: How to Add a Saia REST Baseline Account [Guide].
Follow the configuration steps as described in How to Add a Client (Billing) Account [Step-by-Step guide] using the values provided below.
Carrier-Specific Instructions
The Carrier tab contains the Saia REST-specific configuration used to define operational behavior for this Client (Billing) Account. Fields in this view are grouped visually to distinguish mandatory (red-highlighted items) and optional (blue-highlighted items) carrier-specific settings.
 | Service code: Select the default Saia REST service that this Billing Account should use when the order does not provide a service value. |
 | Override WMS Service Code: Enable this option to replace the incoming order service code with the Service code configured in this Billing Account. |
 | Package type: This field is required. Select the package type sent to Saia REST for shipments processed through this Billing Account. |
 | Currency: This field is optional. Enter a currency value only when this client workflow requires one. |
 | Payment terms: This field is required. Select the shipment payment type used by this client, such as Prepaid, Collect, or Third Party. |
 | Destination account code: This field is optional. Include it when Payment terms is set to Collect. |
 | Third party Account code: This field is optional. Include it when Payment terms is set to Third Party. |
 | Notify recipient / shipper options: These options are optional. Enable them only when shipment notifications by email or phone are required for the recipient or shipper. |
 | Sender contact details: Use these fields to enter the sender name, sender company, contact phone, phone extension, and contact email when this Billing Account must override the default sender information. |
 | Override sender address: This option is optional. Enable it when the client must ship with a sender address different from the Baseline Account sender address. |
 | Override billing address / Override broker Address: Use Override billing address for third-party billing scenarios that require a billing address override. Use Override broker Address for Mexico shipments. |
 | To enable carrier-specific settings —and before continuing—, press Save. |
Next Steps
You can now use this account to ship through Saia REST.
To learn more about additional Order Settings that you can configure for this specific carrier, see: How to Configure Saia REST Order-Specific Settings [Guide].