For added flexibility and control over your information, Share A Refund manages all emails related to billing events as a separate entity within your account.
Add, remove or change email addresses
- Login to your account
- On the left sidebar, tap Settings.
- In the cards on this page, look for Billing Notifications.
- Add or remove emails from the list of recipients.
- Tap the Update button for the card.
Support for invoice capture solutions
Any customer outsourcing payables to a management company can add the targeted email address to the Billing Notifications card defined in the section above. Best practices for supporting invoice capture solutions are built into Share A Refund, and include:
- One Invoice per Attachment
- One Attachment per e-mail
- File format of PDF
- All invoices are denominated in a single currency
- All invoices specify currency type on the invoice
- File doesn’t exceed 10 MB
- No zip files are included
- No inline images or links
More in-depth help topics related to invoice format are found within this support portal.
Change the frequency of emails notifications
Note: this does not affect billing and payment terms
The frequency of the emails sent doesn’t affect the billing terms on your account.
- On the left sidebar, tap Settings.
- In the cards on this page, look for Billing Notifications.
- Change the frequency of the emails that are sent.
- Tap the Update button for the card.
Events that trigger billing emails
Events and timelines subject to frequency settings
The frequency settings specified on your account may affect email notifications defined below.
- Invoice generated
- Sales receipt generated
- Payment successful
- Payment declined
- Upcoming due date on invoice
- Invoice past due
- Service paused
- Service terminated
- Service unpaused
Change pricing models
Note
No previously generated invoices will be updated. Updates made in this way only apply to new invoices.
Change within dashboard
Adjustments can be made through the Edit User page. Refer to the directions above.
Changes by customer
Refer to the URL Parameters list available within Resources. This file is accessible within the Admin User Dashboard. The links include within that document can be emailed to customer, incorporated into an email or support ticket and embedded into a website to allow customers to select from one of several pricing tiers. Self-help changes in billing by product.
Tip
Log in as customer first
Replace {{code}} with your website app url.
Example:
https://{{code}}?s=abcdefgh to https://demo.sharearefund.com?s=abcdefgh
https://{{code}}?s=abcdefgh to https://demo.sharearefund.com?s=abcdefgh
AAR
Audit and Recovery
Pay per shipment ($0.02) : https://{{code}}?s=a4038b19
Gainshare 50/50 : https://{{code}}?s=4e38e4ce
GLC
GL Coding
Pay per shipment ($0.20) : https://{{code}}?s=f808dc17
LDS
Lost and Damage
Pay per shipment ($5.00) : https://{{code}}?s=f34deb74
Gainshare 50/50 : https://{{code}}?s=7310fe76
POD
Proof of Delivery
Pay per shipment ($0.05) : https://{{code}}?s=6cd1266a