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How to Create a 3PL Client Billing Profile

Updated

Billing profiles are templates for billing your 3PL customers. With the billing profile, ShipHero will automatically charge the fees you create. This article will walk you through how to create a billing profile and connect it to a customer.

How to Create a Billing Profile
How to Link a Billing Profile to a Customer

How to Create a Billing Profile

  • In the 3PL account, go to 3PL billing > Billing Profiles.
  • Click + Add billing profile.
  • Give the profile a name and click + Add.
  • Set the fees that you would like to add to the profile.

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Fee Types

  • Recurring
  • Receiving
  • Storage
  • Shipments
  • Returns
  • Ad Hoc

How to Link a Billing Profile to a Customer

  1. Go to https://3pl.shiphero.com/threepl and select the Customers tab.
  2. Select the customer that you would like to assign the new profile.
  3. On the right side of the page, select Change in the Billing Settings section.

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  4. Select an option from the Billing Profile dropdown menu.

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Once you have created the billing profile you will need to add your customer to the warehouse.

If "Export billing on tally = Yes," then the bill will export as soon as the bill is in draft status.

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