With the release of techSHIP 2025, the Client's Billing Account page has been updated with a new, more intuitive layout. Settings have been reorganized into clearer tabs and groups to streamline configuration and improve usability.
This guide details the new structure, showing where each field is now located, its previous location, and any name changes.
NOTE: This article lists all available options along with the most commonly used carrier-specific ones. The options displayed in each Billing Account may vary depending on additional factors, such as your user permissions, portal setup, billing account configuration, and feature availability. The screenshots provided in this article are for illustrative purposes only.
NOTE: For a full overview of all new features, see: What's New in techSHIP 2025: A Guide to the Latest Features [Information].
This article is divided into the following sections:
- General Tab
- Carrier Tab
- Packing Slips Tab
- International Tab
- Rates & Markups Tab
- DG/HAZMAT Tab
- Integrations Tab
- Change History Tab
I. GENERAL TAB
Configure core Billing Account settings, including its name, carrier mapping, label references, and basic restrictions.
GROUP | FIELD | DESCRIPTION | NOTES |
MAIN | Name | The Billing Account name as it will appear in the portal. | |
| Carrier Code | The exact carrier identifier used in your external system. Case-sensitive. | Renamed from SCAC. | |
| PCA | Sets this account as the Priority Carrier Account (PCA), used as a fallback when no other account matches an order. | Renamed from Default. | |
| Routing Group | Maps the account to a specific Retailer ID from your Integrated System. | ||
| Signature Required | Enforces or disables the signature requirement for all shipments on this account. | ||
| Insurance Account | Selects a third-party insurance provider for shipments. If blank, the carrier's insurance is used. | ||
| Enable Returns Using Different Carrier | A new setting that allows return labels to be generated using a different billing account. | New field. | |
| Return Labels Account | Selects the specific billing account to use for return labels when the option is enabled. | ||
| Zone Skipping | Assigns a carrier induction point to calculate rates from a hub instead of the origin warehouse, reducing costs. | ||
| LABELS | Allow Reference Truncation | If checked, automatically shortens reference values that exceed carrier character limits. | |
| Reference 1-4 | Defines the dynamic or fixed reference values to be printed on the shipping label. | ||
| Reference 1-4 type | Selects the carrier-required qualifier for each dynamic reference. | ||
| RESTRICTIONS | Dimensions Required | Enforces that all shipments must include package dimensions to avoid carrier overcharges. | |
| Deny PO Boxes | Prevents processing orders where the ship-to address is identified as a PO Box. |
II. CARRIER TAB
This tab's content is carrier-specific and remains unchanged. It continues to hold all the fields required for carrier-specific configuration as indexed in techSHIP supported Carriers - Master List [Guides List].
III. PACKING SLIPS TAB
Configure Packing Slip and MH10 label options, including templates, merging, and ship-from information.
GROUP | FIELD | DESCRIPTION | PREVIOUS LOCATION | NOTES |
SLIPS | Include | Enables the use of packing slips for this account and reveals all other options in this tab. | General tab | Renamed from Include Packing Slips. |
| Type | Selects the primary packing slip model, such as the default template or a custom one (e.g., MH10). | General tab | Renamed from Packing Slip Type. | |
| Secondary | Selects an optional secondary packing slip model. | General tab | Renamed from Secondary Packing Slip. | |
| Tertiary | Selects an optional tertiary packing slip model. | General tab | Renamed from Tertiary Packing Slip. | |
| Merge Label With Slips | Merges the packing slip and carrier label into a single document. Requires a compatible label format. | General tab | Renamed from Merge Label With Packing Slips. | |
| Merge Type | Defines the page layout when merging the packing slip and label. | General tab | Renamed from Packing Slip Merge Type. | |
| Define Template | Enable the use of a custom ZPL packing slip template. | Packing Slips Template tab | ||
| SHIP FROM | All fields | Set the ship-from address, notes, and logo to be displayed on the packing slip. | Packing Slips Config tab | |
| MH10 | Print MH10 Labels | Enables printing of an MH10 label alongside the regular shipping label. | Packing Slips Config tab | |
| All fields | Configure GS1 Company Prefix, Application Identifier, and other MH10-specific settings. | Packing Slips Config tab |
IV. INTERNATIONAL TAB
Control requirements for international shipments, including validation rules and Custom Commercial Invoice (CCI) settings.
GROUP | FIELD | DESCRIPTION | PREVIOUS LOCATION | NOTES |
MAIN | Validation | Selects a validation rule for orders, such as checking if they qualify for international sales or ACE Manifests. | General tab | |
| Ace Manifest Address Override | Overrides the default ACE Manifest address with a selected Zone Skipping induction address. | General tab | ||
| CUSTOM COMMERCIAL INVOICE (CCI) | Enable CCI | Generates a CCI through techSHIP instead of using the carrier's. | General tab | Renamed from Enable Custom CI. |
| Reason For Export | Specifies the reason for export to be included in the techSHIP-generated CCI. | General tab | Renamed from CI Reason for Export. | |
| Currency | Sets the currency code (e.g., USD, CAD) to be used in the techSHIP-generated CCI. | General tab | Renamed from CI Currency. | |
| Print Commercial Invoice | Controls whether a physical copy of the Commercial Invoice is printed. | General tab |
V. RATES & MARKUPS TAB
Define rate logic, apply markups, manage currency conversion, and configure basic or advanced Rate Shopping rules.
GROUP | FIELD | DESCRIPTION | PREVIOUS LOCATION | NOTES |
MARKUP | Use Profile | A new setting to choose between a predefined Markup Profile or manual Fee % / Fee $ values. | New field. | |
| Profile | Selects a predefined Markup Profile to apply to shipping costs. | General tab | Renamed from Markup Profile. | |
| Fee % / Fee $ | Sets a manual percentage or fixed markup/markdown amount to be applied to the shipping cost. | General tab | Renamed from Fee Markup % / Fee Markup $. | |
| Force When Missing Carrier Charge | Applies the markup even if the carrier does not return a shipping rate. | General tab | Renamed from Force Markup When Missing Carrier Charge. | |
| Include Tax into Fee Calculation | If checked, calculates the markup on the post-tax carrier charge. | General tab | Renamed from Include Tax Into Fee Markup Calculation. | |
RATE SHOPPING | Enable | Includes this account in the Rate Shopping process. | General tab | Renamed from Enable Rate Shopping. |
| Include Markup | Includes the markup fee in the rate comparison during Rate Shopping. | General tab | Renamed from Use Markup in Rate Shopping. | |
| Rateshop/ECO Check Delivery Dates | Considers only carriers that meet the order's delivery date requirements during Rate Shopping. | General tab | ||
| Skip Failures | Ignores errors from this account during Rate Shopping and continues with other carriers. | General tab | Renamed from Skip Rateshopping Failures. | |
| Residential Address | Restricts Rate Shopping based on whether the delivery address is residential or commercial. | General tab | ||
| CARRIER RATE CURRENCY | Enable Conversion | Enables freight charge currency conversion. | General tab | Renamed from Convert Freight Currency. |
| Source Currency | The original currency of the freight charge. | General tab | ||
| Target Currency | The currency to which the freight charge will be converted. | General tab | ||
| SERVICE FILTERS | Advanced Mode | Enables advanced rules for Rate Shopping based on order attributes. If disabled, a simple service code filter is used. | Restrictions tab | |
| Filter / Rule | Defines how the rules or service codes are evaluated (e.g., allow/deny matching criteria). | Restrictions tab | Renamed from Filter Mode / Rule Mode. | |
| Apply for Explicit Orders | Applies the rules to all orders, not just those flagged for Rate Shopping. | Restrictions tab | ||
| Services / Rules | The list of carrier services or advanced rules to be applied. | Restrictions tab |
VI. DG/HAZMAT TAB
Prepare the account for shipping Dangerous Goods (DG) or Hazardous Materials (HAZMAT) by configuring regulations, forms, and declaration details. This tab was previously named DG.
NOTE: The Enable Dangerous Goods checkbox has been removed.
GROUP | FIELD | DESCRIPTION | PREVIOUS LOCATION | NOTES |
SETUP | Map Regulation from Carrier/Service | If checked, maps the DG Regulation automatically from the carrier or service. | ||
| Regulation | Manually select the DG regulation (e.g., Air (IATA), ADR) to apply. | |||
| Map Form Type from Carrier/Service | If checked, maps the DG Form Type automatically from the carrier or service. | |||
| Form Type | Manually select the required form type for DG shipping. | |||
| Map Transportation Mode from Carrier/Service | If checked, maps the Transportation Mode automatically from the carrier or service. | |||
| Transportation Mode | Manually select the mode of transport used to ship DG (e.g., Ground, Vessel). | |||
DECLARATION | Type | Type for the printed DG Declaration form. | General tab | Renamed from DG Declaration Type. |
| All remaining fields | Enter emergency contact information, signatory details, and default packaging codes. |
VII. INTEGRATIONS TAB
Configure how techSHIP synchronizes information with your integrated systems, such as your WMS. This tab was previously named Integration.
GROUP | FIELD | DESCRIPTION | PREVIOUS LOCATION |
INTEGRATED SYSTEM'S NAME | GL Account # | Specifies the General Ledger (GL) account number for freight charge write-backs. | General tab |
| All remaining fields | The fields are dynamic and depend on the specific system being integrated. | General tab | |
INTEGRATED FLOW | Sender / Receiver Code | Identifies the sender and receiver accounts when communicating with IntegratedFlow. | |
| Stored Order | The XML configuration file path for mapping order data to documents. |
VIII. CHANGE HISTORY TAB
Review a detailed log of all changes made to the Billing Account, including who made the change, when it was made, and the old vs. new values. This tab was previously named Audit and its functionality remains the same.
NOTE: For more information on this tab's content, refer to: How to Review Audit Logs for Supported Entities [Step-by-Step Guide].
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