Free trials can be invoked by a customer through a free trial sign up link, or your reseller user account. The intent of this topic is to detail how to apply a free trial to a user’s account. Directions for setting a trial Login to your Reseller account. Tap Users…
Applying a payment to an open customer invoice is easy. The guide below relates to applying check, ACH, PayPal or otherwise payments to a customer’s open invoice. Directions for applying a manual payment Login to your Merchant account. Tap Customer Invoices on left sidebar. Search for the invoice by number…
Applying a discount to an open customer invoice is done through the payment method. The guide below details the process of applying a discount to an open invoice, and applies to both partial and full discounts. Directions for discount an open invoice. Tap Customer Invoices on left sidebar. Search for…
Directions: The intent of this article is to provide guidance to Merchant Admin in the creation and configuration of the Google Maps key. Key properties: Note the api key in the top right corner of the page.
The emails sent to program managers / administrators are editable by Admin users. The intent of this guide is to navigate you to the page inside your dashboard. Directions for updating recipients Login to your Merchant account. Tap Settings on left sidebar. Look for the Billing Notifications card. Add or…
The carriers report damage to a shipment when physical damage is observed. Fragile goods, however may be damaged in transit, without and physical damage reported. In such cases, you need to report the shipment as damaged in transit. The intent of this article is to guide you through reporting a shipment…
The last tracking event shows a proof of delivery. In the case that there was no proof of delivery for a shipment, Share A Refund will take actions to validate the delivery. Marking a shipment as lost will speed up the processing of a lost claim. The intent of this…
prospectus.app Check the output of prospectus for a list of all shipments. Then check those shipments on the carrier website. It’s not possible to tell if some have a weather delay from the information given. Inputs, Functions, Outputs. In some cases, the only way to check if a shipment is…
The recent invoices billed to a customer’s account can be viewed within the Edit User page inside your merchant admin dashboard. The intent of this article is to showcase how to navigate to the edit page, provide insight on the information that’s there, and point to additional reports each customer….
To make the verification of service fees invoiced to your account simple and easy, Share A Refund includes details on each service fee. View all invoices Invoice list view The fields on the invoice list view are meant to help accounts payables personnel see all invoices posted to the account….