To bill shipping fees to a customer, complete the Alternate Billing fields within a new Package Option Template. Once created, you can associate a Package Option Template with the customer on the Customer Options page and all shipping fees are automatically billed to the customer.

For more information, see Configure Customer Options and Package Options.

Package Option Template

Package Option Templates allow you to store information related to individual packages. Package Options can be created from the Sales Order, Customer Options, or Package Worksheet. The General and Additional FastTabs are subheadings in Package Options. You can find an overview of both below the subheadings related to billing shipping fees to a customer’s account; however, you can find many more options within.

General FastTab

Use Alternate Billing when you need to bill shipping fees to a customer’s account. In a new Package Option template, input a Template Code (10-character limit) that is meaningful to the customer. We recommend inputting a Customer Name or a Customer Number, depending on what is more recognizable for the customer. Input any additional information into the Description field.

For more information, see Package Options, Include Extra Text on Shipping Label, and Label Placeholders – Package Options.

Additional FastTab (Payment Types)

You can enter payment information under the Alternate Billing subheading.

The table below contains payment types, the intended use of each payment type, and the recommended default payment type. If you are not sure which payment to use when billing on a customer’s account, use Third Party.