Assign Third-Party Billing to Shipments - Shipping Rules | Guide

For shippers that frequently utilize drop-shipping, billing a third-party account allows you to take advantage of steeper discounts available for larger shipments. Get started by setting up third-party billing on your UPS, FedEx, or DHL carrier accounts to make them available for shipments on the READY TO SHIP page. Learn more.

Third-Party Billing for UPS is not available for UPS from One Balance accounts.

Once you have input your third-party billing information, you need to set up a Shipping Preset to pair it with. Shipping Presets is a time-saving feature that automatically fills in your most commonly used carrier and package services on the READY TO SHIP page. For Shipping Presets used for third-party billing, it is not necessary to set a specific package - unless you know for certain you will be shipping in that package every time. 

You can streamline your billing even more by setting up a shipping rule that automatically applies your saved accounts to specified orders. Before you set a third-party billing rule, make sure:

  1. A third-party billing account has been set.
  2. A Shipping Preset for that postage account has been set.

Assign Third-Party Billing to Shipments Automatically

    1. Go to SETTINGS >> SHIPPING RULES.

    2. Click  Add New.
      add_new_button.PNG
    3. In the field Rule Name, enter a name that describes this rule, such as "Bill to 3rd party account".
      third_party_rule_name.png
    4. Set the IF condition to correspond to the order status that you want to be billed to a third-party. View all conditions available for setting Shipping Rules.
      In this example, we are using a requested service to trigger a third-party to be billed: Requested Service | Is equal to | USPS Priority Mail Express
      RULES_IF_ReqServ_USPSPME.png
    5. ShippingEasy bills third-party accounts based on the carrier attached to them.
      You will need to set two THEN actions, the first one for the Shipping Preset and the second for the third-party billing:
      third_party_billing_rule_scenario.PNG

    6. Save your new rule! This rule will be applied to all future shipments that are synced or added into ShippingEasy.
      save_rule.PNG
    7. To apply this rule to open orders, go to the ORDERS page, select all of your orders, and then use the More button to bring up a drop-down list. From there, you can select Rerun Shipping Rules.
      more_button_rerun_shipping_rules.PNG

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