How to bill LTL Shipments 3rd Party or Collect [Step-by-Step guide]

When shipping LTL, a regular setup would charge orders Prepaid over the account configured, nevertheless, it is possible that orders need to be shipped 3rd Party or Collect.

This can be done at an Order level (individually, per order) or at a Billing Account level (for all the Orders processed through the Billing Account).

This article details how to configure techSHIP in those two different scenarios.

It also details how to choose the payment term between Collect or 3rd Party for individual Orders.

This is achieved by setting up a Freight Billing Address, which will be used for such purpose.

Configuring this setting at a Billing Account level will apply for all the Orders processed through the Billing Account.

To do so, you will have to:

1. Access Clients under the Maintenance menu

2. Click on the client related to the case

3. Edit the Billing Account for which you wish to substitute the Ship from address

4. Select the Carrier Options tab

5. Check the Override Billing Address checkbox

6. Fill up the new fields shown by the system with the new contact data and billing address

7. Press Save to apply the settings

NOTE: This control can also be under the Billing Address section depending on the carrier

Configuring this setting at an Order level will apply it for the order configured only.

To do so, you will have to:

1. Find the order through any of the possible ways (after Import Orders, Batches, Order History, etc) as it applies to the case
 

2. Click the edit button of the order you wish to change

 

3. Access the Carrier Options tab

4. Complete the Freight Billing fields detailing:

• Account Number: Account which will pay for the shipment
• Freight Payment Terms: Select the type as 3rd Party or Collect according to the case; in the case of Collect, set the Account number as the account that will pay if collect fails
• Personal Data and Location: Billing Name, Company, Address and Contact information

5. Press Save to apply the changes

Once done, if all the order information is correct, you’ll be able to Process or Process & Print it under the right payment terms.