The intent of this article is to instruct the workflow on how to enable Fetch Carrier Payment Details feature within the Edit Shipping Account View for a Given Customer. This guide targets the Merchant Admin user for update on Customer account.
Background
Enable this feature to see a screenshot of each statement within the carrier website, which showcases the payment method used to close the statement / carrier invoice.
This information is useful in transaction validation and enables the dual account workflow through automating the retrieval of the payment for the carrier online billing software.
Directions to enable on shipping account
- Login as a Merchant Admin.
- Tap Shipping Accounts within the left sidebar.
- Search for the targeted shipping account.
- Tap the record to open the Edit Shipping Account page.
- Navigate to the Carrier Payment Remittance card on the page.
- Enable the Checkbox for the field: Fetch Carrier Payment Details.
- Tap the Update button.
Directions on how to view payment
- Login as a Merchant Admin.
- Tap Shipping Accounts within the left sidebar.
- Search for the targeted shipping account.
- Tap the record to open the Edit Shipping Account page.
- Tap to the Statements card on the Edit Shipping Account page to open the Statement List View.
- Tap the View Payment button on a given record to open the Payment List view.
- Tap the Download Payment Receipt to view each screenshot.
Additional information
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Multiple payments on an invoice are captured and reported within the View Payment list view for a given statement.
-
EDI and SFTP integration for objects is available for a given customer. These are managed within Scheduled Reports.
- This feature is included within the Carrier Payment Remittance (IPR) service.
