A billing profile is a collection of fees assigned to one or more 3PL client accounts. Once a profile is linked to a client, ShipHero automatically applies those fees each billing cycle. This article covers how to create a billing profile, configure its fee types, and link it to a customer.
For an overview of how billing profiles fit into the 3PL Billing system, see Overview: 3PL Billing in ShipHero.
Before You Begin
You must be an Admin or have the Create: Billing permission to create and edit billing profiles. Before linking a profile to a client, confirm the client has been added to the warehouse — a profile assignment without a warehouse connection will not generate bills. See How to Add a Customer to a Warehouse.
Only one billing profile can be assigned to a client per warehouse at a time. If a client ships from multiple warehouses, assign a profile to each warehouse separately.
Table of Contents
How to Create a 3PL Billing Profile
- Go to 3PL Billing > Billing Profiles.
- Click + Add billing profile.
- Enter a profile name and click + Add.
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Select the fee types to add to the profile and configure each one.
Profiles can include Recurring, Receiving, Storage, Shipment, Returns, and Ad Hoc fees. For a full description of each fee type and configuration steps, see Overview: 3PL Billing Fees.
How to Link a 3PL Billing Profile to a Customer
- Go to 3PL Billing > Customers.
- Select the customer you want to assign the profile to.
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On the right side of the page, click Change in the Billing Settings section.
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Select a profile from the Billing Profile dropdown and save.
Important
After linking a billing profile, confirm the customer has been added to the warehouse. If the customer is not connected to the warehouse, fees will not be charged. See How to Add a Customer to a Warehouse.
If Export billing on tally is set to Yes on the customer account, bills will export automatically as soon as they reach draft status.