Self-Service Billing Overview for Shippers

Pricing data is for illustration purposes only and does not reflect actual prices

The billing page has been updated with a reorganized layout to prioritize the most important information and provide an intuitive, user-friendly experience. Multi-factor authentication provides an extra layer of security to the account and is required to make any changes to the page. Users with the role of Owner or Admin in Manage Users have permission to make changes after the multi-factor authentication. The billing page is available from the account name dropdown, by selecting Billing.

Billing Status

1. Link available to Print last statement
2. Click on the History tab to view and print previous months’ statements
3. View Balance due and the due date
   • Note: Please note the amount displayed is not due until the Balance due date
4. Make a payment by clicking on Make a one time payment
   • Note: If moving to a new tier, make a one time payment for only the dollar amount difference between the tiers to get access to the new tier
   • Choose to pay balance or another amount
   • Choose payment method
   • Users can also click toggle to Enroll in autopay when making a payment
5. Previous payment information including payment amount, date and payment method
6. Toggle to Enable Automatic Payments on or off

Result: A confirmation message will appear for users to confirm automatic payments

Your Subscription

1. View your subscription plan and any add-ons to your account, such as notifications
   • Tier limits are based on vehicles that are posted or dispatched
   • Each vehicle that is listed or dispatched counts toward the monthly vehicle quota
   • When the tier limit is reached, it will trigger a notification to the user, and additional vehicles will not be able to be dispatched or listed until next billing cycle, and the user cannot upgrade to the next tier
2. Click on Manage subscription to view the subscription plan options, tiers available, and any add-ons selected

Steps to Upgrade and Downgrade

1. View current plan, tiers, add-ons, and price
2. Choose plan and tiers
   • Customers can move back and forth to adjust selections without starting over, reducing frustration and confusion
3. Choose add-ons
   • Customers have clear visibility into available add-ons (such as Saved Search Notifications), with pricing and quantity displayed inline
   • The system defaults to current selections with simple opt-in and opt-out options
4. Review side-by-side comparison of changes
   • Costs, upgrades, and differences due today are shown clearly before checkout, helping customers understand exactly what they’re paying for
   • Customers can clearly see their current plan vs. proposed changes before confirming anything

c. If signed up for search Notifications, the MANAGE EMAIL AND PHONE link will be visible to update the email address and the phone number to receive the notifications

• Result: The Communications tab on the Company Profile page will open to update or add the email address and phone number for notifications

Payment Methods and Billing Contact Information

1. Manage payment methods, including setting a default card, and adding or removing a card
2. Click on EDIT INFORMATION to update billing contact information
   • Result: The Company Profile page will open to the Contacts section and Billing Contact

Upcoming Charges and Recent Transactions

1. View upcoming charges
2. View the five most recent transactions.  Users can view additional transactions under the History tab on the Billing page

 Billing History tab

1. Select the number of transactions per page to view the previous transactions
2. Click View Statement to view statements for previous months