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How to Set Up Ad Hoc Fees in 3PL Billing

Updated

Ad hoc fee types are configurable charges you add to a billing profile for one-off or irregular services. Once created, they can be applied manually to a customer's account at any time outside the regular billing cycle.

To bill ad hoc charges directly from a work order, see How to Set Up Ad Hoc Charges for Work Orders in 3PL Billing.

Table of Contents

How to Create an Ad Hoc Fee Type in a Billing Profile

  1. Go to 3PL Billing > Billing Profiles and select a billing profile.

  2. Next to the Fees heading, click Manage.

    Billing profile page with Fees heading and Manage button

  3. Select the Ad hoc option to create a new ad hoc fee type.

    Fee type selection with Ad hoc option highlighted

How to Apply an Ad Hoc Charge to a Customer

  1. Go to 3PL Billing > Customers and select a customer.

  2. Click Add ad hoc.

    Customer billing page with Add ad hoc button

  3. Specify the quantity of ad hoc charges to apply.

    Ad hoc charge quantity input dialog
  4. Click Add to apply the charge.

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