Central: How to setup third party billing and use it at the time of shipping

This guide provides a step-by-step process for setting up third-party billing and using it for order shipment.

1. Navigate to https://central.leanafywms.com and login if required!

2. Click on Menu

3. Click on "Client List"

4. Click on the client name

5. Navigate to the "Shipping Settings" tab, and to add third-party billing, click on "+ Add Account.

6. Enter the billing name to identify different accounts

7. Click the "Select Carrier" field and choose a carrier for which you want to add the configuration.

8. Click the "Select payment type" field and choose "Third Party"

9. After selecting "Third Party", enter the details like account number, postal code and country.

10. Similarly, enter the details for "Tax and Duties Payment"

11. Click on "Add Billing Information"

12. [Optional] If you want, you can set third-party billing as the default for order shipments of that client.
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13. After setting up the third-party billing configuration, open the order to ship, navigate to the Shipping tab, select the package, and click the "Next: Order Address" button.

14. Enter the customer name and its relevant details, or select it from the dropdown if it is already saved.

15. Now, from the dropdown, select "Third Party" for the Postage Payment and Tax & Duties Payment fields

16. In the 'Billing Accounts', select the required third-party billing account for the shipment

17. Click on "Next: Create Shipment" button

18. Select the required courier partner service and click on 'Next: Purchase Shipment' to complete the shipment label purchase.
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* 19. Similarly, for batch fulfilment, select "Third Party" for Postage and Tax & Duties Payment, and choose the required billing account to generate the label for the order.