Assign Third Party Billing to Shipments - Shipping Rules
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.
Warning
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:
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[A Third-Party billing account has been saved.]
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[A Shipping Preset for that postage account has been set.]
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For example, "Bill to 3rd party account".
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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 be billed:
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Requested Service | Is equal to | USPS Priority Mail Express
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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:
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Set shipping preset | Priority Mail Package
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Set saved third party billing | Jack Ship II
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