Follow

How to: Save Third Party account credentials

Created:   |   Updated:

If you ship via UPS, FedEx, or DHL Express, you may find yourself billing postage costs to a third party. We save you time with options to save these credentials for future use. Save third party UPS, FedEx, or DHL Express account information before you start shipping or on the fly while processing your shipments.

Once saved, this information will be available on the READY TO SHIP page when processing UPS, FedEx, or DHL Express shipments. Under the "Billing" section, find the saved accounts under the Third Party Accounts menu. 

 

To save third party UPS, FedEx, or DHL Express account information before shipping:

  1. Select SETTINGS > POSTAGE AND CARRIERS.

  2. Scroll down to the section for your UPS, FedEx, or DHL Express account. Click the link that says Manage Third Party Accounts.



  3. Click the + Add New button.



  4. Fill in the account information: the account number and US postal code along with a name that will help you identify the account.

  5. Click the Add Account button and you're done!

 

To save third party UPS, FedEx, or DHL Express account information from the READY TO SHIP page:

  1. On the READY TO SHIP page, select an order to ship.



  2. From the "Carrier Selections" section, select UPSFedEx, or DHL Express from the Carrier menu. Make your other carrier selections.



  3. Scroll down to the "Billing" section. From the Bill Shipment To: menu, select Third Party.



  4. Enter the Account Number and Account Postal Code (only required for UPS or FedEx) which you wish to save.

     
    NOTE: ShippingEasy validates that information is present in these fields, but does not validate that the Postal Code matches the Account Number.
  5. A new field will appear. Check the box by Save Third Party Billing.



  6. A modal window will prompt you to name the account information you are saving. Enter a Name and select Save.



  7. Finish processing the shipment as usual. The account information will be stored for later use. 

 


Related articles:

How to: Connect a UPS account with ShippingEasy
How to: Connect a FedEx account with ShippingEasy
How to: Connect a DHL Express account with ShippingEasy
If I bill to a third party will I see their rates or just my own?
How to: Edit a shipment within a Batch

Comments

Please sign in to leave a comment.

Community browse

COMMUNITY FORUMS

Questions & Answers

Issues & Bugs

Beta Feedback

FEATURE REQUESTS

Productivity: Features, Interface & Settings

Partners: Integrations, Carriers & Stores

Shipping: Orders, Labels & Shipments

Inventory: Products, Purchase Orders & Suppliers