Set up a profile for third-party (TPBILL) billing
Summary: To bill shipments to a third-party carrier account, set up a dedicated profile configured for Third Party (TPBILL) billing with the third-party account number and bill-to address.
Before you start
Gather the profile name, the third-party (TPBILL) bill-to address, the carrier, the third-party account number, and any reference numbers you need on the shipment.
Steps
- Create the profile. Copying an existing profile is the quickest start.
- Set the profile's billing to Third Party (TPBILL).
- Enter the third-party account number and the bill-to address on the profile so the shipment bills that account.
- If a custom reference number must show on the shipment, add a reference prompt or a business rule to fill it in.
- If only certain items or clients (not a whole profile) should bill third party, use a business rule to set third-party billing on the matching shipments instead of a dedicated profile.
- Process a test shipment on the profile and check that it bills the third-party account.
What you should see
A test shipment on the profile bills the third-party account (bill-to code TP on the label), and any custom reference number shows up.
Related articles
- How To: Ship a Third Party Billed Shipment
- Business Rules