Using this feature, you can use another account (like your customer's) instead of using your own shipping account. The customer will be billed instead of you. You can also setup the system (Vision users only) so the account is automatically selected whenever the invoice is shipped.
1. Click on the gear on the main screen. Click on Settings
2. Click on THIRD PARTY
Name: This is where you can put a description of the account (i.e. XYZ Company - UPS account #)
Company ID: See below: (currently for Printsmith vision users only)
Account: This is account number for the carrier (FEDEX, UPS, etc). EXCLUDE DASHES AND SPACES!!
Country: The country registered with the account. Select from the dropdown
Postal: The postal code registered with the account
Carrier: Select UPS, FEDEX
Auto Select: (only if you want the customer's account to be auto selected), Once an invoice is selected, click on this box. If you want the operator to bill the default account, leave the box unchecked.
When complete, click on the "Add New" button on the right. Close the Momentum app and restart.
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For the COMPANY ID in Vision, put in the account number from Vision. Go to AR>Accounts... See below to see where to get the account number.
Once this is complete, you can select the third party here to bill the client's account
