Overview
Logiwa IO enables you to bill shipping charges for both domestic and international orders to various parties, including the sender, receiver, or a third-party entity such as your clients or a different third-party entity. Properly configuring these settings ensures accurate shipping charge allocation, streamlines international customs billing processes, and enhances billing flexibility for your clients.
Configuration: Setting Up a Third-Party Billing Account for a Carrier
To bill shipping charges to a third party, you must first add their account information to the relevant carrier's configuration.
Navigate to Carrier Management: Go to integrations > Shipping.
Select the Carrier: Locate and select the carrier for which you want to add a third-party billing account.
Access Third Party Account Settings: Within the carrier's configuration advanced screen, find the Third Party Account section.
Add a New Account: Click the Add Account button. This will open the "Add Third Party Account" pop-up window.
Enter Account Details: Fill in the required fields:
Account Number: The third party's account number.
Country: The country associated with the third party's billing address (must be a two-letter country code, e.g., US, CA, GB)
Postal Code: The postal code for the third party's billing address.
6. Save the Account: Click Save to add the third-party account to the carrier's profile.
Applying Billing and Tax Information to Shipment Orders
Once the setup is complete, you can apply the billing settings to individual or multiple shipment orders. This can be done manually, through an Excel import, via an API, or automated with a workflow.
Option 1: Manual Setup
When creating or editing a shipment order, you can specify the billing and tax details in the following fields under the shipment tab:
Carrier Billing Type: Determines who pays for the shipping charges. Common options include:
Sender: Your account is billed.
Recipient: The recipient of the package is billed.
Third Party: A pre-configured third-party account is billed.
Collect
Prepaid
Charged Account Number: For shipping charges, If "Third Party" is selected, select the corresponding predefined third party account number here.
Carrier Int’l Billing Type: Determines who pays for the duties and taxes on international shipments. Options are typically similar to the domestic billing type (e.g., Prepaid, Recipient, Third Party).
Int’l Charged Account Number: If a third party is paying for international duties and taxes, select their predefined account number here.
Option 2: Excel Setup
To efficiently configure numerous shipment orders at once, you can perform a bulk import using the Excel spreadsheet formatted with the specific column headers for billing and tax information.
Option 3: API
For more details, please refer to the following guide
Option 4: Workflow
You can find the steps to create new tax and billing related workflows rules in our guides: