To access the 3PL Billing page, a user must be an Admin or have the View: Billing permission enabled for their role. You can limit what they can do using the Create, Edit, and Delete permissions. Note that the allowed warehouse user setting does not restrict which bills or profiles are visible — users with billing permissions can view everything on the 3PL Billing page.
ShipHero's 3PL Billing tools let you accurately bill clients and capture all costs associated with your work. This article covers the key components: billing profiles, reconciliation, product profiles, and more.
- Overview of 3PL Billing Page
- Overview of Billing Profiles
- Billing Reconciliation
- Product Profiles
- Additional Resources
Overview of the 3PL Billing Page
Navigate to 3PL Billing in the upper navigation bar.
You'll land on the 3PL Billing Overview page. From here you can access client accounts, billing profiles, billing frequency, and tabs for bills, profile setup, reconciliation, reporting, and product profiles.
Overview of Billing Profiles
A billing profile is a collection of fees applied to one or more customer accounts. You can create multiple profiles — for example, a standard profile and separate profiles for clients with negotiated rates.
Things to Consider
- Only one billing profile can be assigned per customer per warehouse connection.
- If a client is connected to multiple warehouses, a separate profile must be assigned to each — and profiles can differ. For example, a client using US and Canada warehouses may need different profiles to account for currency exchange.
- Editing a billing profile's fees applies the change to all customers assigned to that profile.
- There is currently no way to duplicate an existing profile — each must be created manually.
How to Use Billing Profiles
Common use cases include:
- Peak Season: Switch to a "peak season" profile in November and December to apply surcharges or additional storage and pick fees, then revert to your standard profile in January.
- Contract Rates: Build a dedicated profile for clients with negotiated rates and apply it directly to their account.
- Different Location Costs: Assign different profiles per warehouse for the same client. For example, Client A ships from Warehouse East and Warehouse West — you can apply the same profile to both, or use separate profiles if each location has unique fees.
Billing Reconciliation
A few important things to know about how reconciliation works:
- Carrier invoices include accessorial charges. The carrier invoice contains not just rate data, but also any accessorial charges incurred.
- Not all carriers match by tracking number. Some match by shipment ID, which may not align with ShipHero's internal shipment ID. For example, carriers using USPS for last-mile delivery may show a tracking number mismatch. For DHL eCommerce shipments specifically, ShipHero stores the USPS tracking number and saves the Remote Shipment ID as an Alternate Tracking Number — use the Alternate Tracking Number column in the Shipments Report when reconciling these.
- Reconciliation timing doesn't affect billing cycles. Any differences are added to the next invoice regardless of when you reconcile.
For details on reconciling carrier bills, see How to Reconcile 3PL Carrier Bills.
Product Profiles
Product profiles are assigned to individual products — each product can have only one. Fees can be configured to apply only to products with a specific profile.
To create Product Profiles, go to 3PL Billing > Product Profiles.
Profiles can be applied individually or in bulk:
- To apply individually, use the Product Profiles tab on the 3PL Billing screen.
- To apply in bulk, use the Inventory > Products page.
Location Types
Location types define storage fees and can be created in 3PL Billing or ShipHero. They are assigned to specific locations on the Locations page and can also be assigned in bulk.
Additional Resources
For more on specific 3PL Billing features: