To make the verification of service fees invoiced to your account simple and easy, Share A Refund includes details on each service fee.
Looking for something else?
This article is related to Share A Refund invoices. Carrier statements a different topic that’s detailed elsewhere within this support portal.
View all invoices
- Login to your account
- On the left sidebar, tap 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. Lines are sorted by default in reverse chronological order. Fields within include:
- Invoice date. The date the invoice was generated.
- Invoice number. The unique ID specific to an invoice.
- Refunds delivered. The amount of refunds secured and verified back to the account since the most recent invoice.
- Invoice total. The total amount of all lines and taxes billed to the invoice.
- Balance. The amount due on that invoice.
- Status. The state of the invoice at the current time.
- Download. Generates a PDF of invoice and saves to your computer upon request.
- The entire row is clickable on this page, and opens the detail view for a given invoice.
Export a list of invoices
- Go to export data inside your account.
- Specify accounts to be included in the export.
- Select date range for the list of invoices to be included.
- Select Service Fees Details template from the of exports.
- Specify file type for the report.
- Tap on the download button.
View a single invoice
- Go to the invoice list view.
- Tap a single row to see details on a given invoice.
Invoice detail view
The fields detailed within the invoice detail view are included according to best practices for standard accounting procedures. The fields within include:
- Invoice date. The date the invoice was generated.
- Invoice number. The unique ID specific to an invoice.
- Invoice due date. The date the invoice is due according to the payment terms specified for your billing account.
- Invoice line items. Each line within the invoice. Details are defined in the section below.
- Invoice total. The total amount of all lines and taxes billed to the invoice.
- Balance. The amount due on that invoice.
- Payment status. The state of the invoice at the current time.
- Notes. This field is used to add context to the invoice document. Included within are the types of shipping accounts related to the invoice, the number of lines on the invoice and the service fee as a percentage of refunds secured (where applicable).
Invoice line item
Trying to verify each service fee?
Steps to verify each service fee and related refund credit is carrier specific, and covered in different topics within this support portal.
Each line on an invoice is specific to a service fee that was billed to your Share A Refund account. The fields within are as follows:
- Item. The type of service fee that was billed to the account. The name includes the related carrier account type for that service fee.
- Description. This field is a combination of the detailed defined below:
- Label. The label of the shipping account login defined on a user account. This label is editable on the edit shipping account page within your customer account.
- Tracking number. The tracking number related to the service fee, when applicable, is included within. This line hyperlinks to the detail view for a shipment where all information specific to that shipment is defined, including the specific actions taken by Share A Refund to secure a refund on that shipment. Note: This feature only exists on the online version of the invoice. The PDF invoice doesn’t include this link due to security reasons.
Web-version of invoice
Each tracking number links to the detail view for that shipment, where all actions taken by Share A Refund to secure a refund are viewable within the dispute activity table.
- Qty. The quantity for a given invoice line item. Typically one.
- Subtotal. The amount of the service for a given invoice line item. For performance-based auditing service, this is the percentage of service fees defined for your account. This number is specified in the notes field on the detail view of an invoice.