Refunding, Crediting and Adding Surcharges

This guide shows you how to add charges or credits to one or more shipments, including producing a credit note or invoice.

A common task is the need to adjust the price of one or more shipments and then produce an invoice or credit note for just those changes.

Shipment Adjustments

The term "adjustments" covers refunds (where you are returning 100% of the billed amounts on a shipment), credits (where you are refunding some portion of the shipment price) and surcharges (where you are adding an additional charge to the price of a shipment).

Generally as the price of shipments change, adjustments will be added to the next customer invoice. The process of changing the price of shipments results in new transactions to invoice but when many adjustments are made it can be difficult to create a select invoice for just those amounts.

This guide will show you how easily this can be accomplished.

Creating the Adjustments

Start by finding the shipments in the Shipments | Browse table. If you are dealing with many shipments it may be useful to use Tags to identify and group these shipments first. In that case, you can begin in the Shipments | Tags, find the tag and click Shipments.

Select the shipments you wish to adjust and click Customer Adjustment from the buttons below the table. You then define what adjustment you would like, as shown in this video.

This action will be stored in your action history.

Note that if you are adjusting the partner costs or the reseller prices, use Cost Adjustment or Reseller Adjustment accordingly. These buttons only appear if you have the necessary privileges.

Adjustment Types

There are many types of adjustments offered. Note that Net indicates that the amount you are entering (which is applied to every shipment you selected) is before tax and will have taxes added according to the shipment tax policies. Gross indicates the amount you are entering includes those taxes (and the pre-tax amount will be calculated). Tax Exempt ensure that the adjustment has no taxes associated with it. In all cases the amount you enter must be positive (i.e. a $10 credit is entered as 10 not -10).

Invoicing

Note that once you have adjusted the shipment price, your summary page (which you can reach at any time through your action history) gives you a tab to issue any invoices for those adjustments specifically. If you are adjusting shipments for multiple customers, you will have multiple invoices or credit notes available.