Ad hoc fee types in 3PL Billing are configurable charges you add to a billing profile for one-off or irregular services. Once created, they can be applied manually to any client's account in ShipHero 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. To bill ad hoc charges directly from a purchase order, see How to Set Up Ad Hoc Charges for POs.
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How to Create an Ad Hoc Fee Type in a Billing Profile
Ad hoc fee type templates in 3PL Billing let you save a reusable charge configuration — name, unit, and rate — inside a billing profile. Once saved, the template can be applied to any client assigned that profile without re-entering the details each time.
- Go to 3PL Billing > Billing Profiles.
- Select the billing profile you want to add an ad hoc template to and click Manage in the Fees section.
- Open the Ad hoc tab and click the Add fee button.
- Configure your ad hoc fee:
- Enter a Name for the fee.
- Enter a description of what the fee is for (optional).
- Select the Unit (hours, orders, purchase orders, units) and enter the Unit Rate.
- Click Create to save your ad hoc fee template.
How to Apply an Ad Hoc Charge to a Client
To charge a 3PL client for an ad hoc service in ShipHero, apply either a saved fee template from the billing profile or enter a one-off custom fee directly on the client's billing page in 3PL Billing.
- Go to 3PL Billing > Customers and select the client you want to add the ad hoc charge to.
- Click the Add ad hoc button, then select an ad hoc fee template from the list or choose to create a custom ad hoc fee.
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If you selected a template: Enter the quantity of units and the date of the charge. Update the description if needed. Click Add to save.
Important
When adding an ad hoc fee from a template, you cannot update the Unit or Unit Rate on the client's billing page. To change those values, update the template at the billing profile level or create a custom ad hoc fee.
- If you are creating a custom fee: Enter all details on the form — name, description, unit, quantity, unit rate, and date. Click Add to save.
Once saved, the ad hoc charge appears in the Current Ad hoc section on the client's billing page. From here you can edit or delete the charge as needed. All fees listed here are added to the next generated bill.