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Shipping Account Capturefor Shopify
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$5.00 / month
14 day free trial
SETUP & DEMO TUTORIAL (4 min)
Features
$5/mo.
Allows customers to provide their own shipping carrier account numbers on the Cart page so merchants can bill shipping to those accounts when processing orders.
Merchants can specify which shipping providers and services are available for customer-account shipping.
Supports postal, parcel, and freight shipping providers that allow shipping charges to be billed to a customer’s account.
Offers customers a $0 shipping option at checkout when they choose to use their own carrier account.
Saves the selected shipping provider and customer’s account number with the order for use during shipment processing.
Supports shipping providers worldwide, provided they offer customer-account billing.
Uses Shopify App Blocks to customize the placement and appearance of the shipping account capture widget on the Cart page.
Requirements
Requires an Online Store 2.0 theme supporting App Blocks.
Requires Shopify’s third-party calculated shipping rates feature. Depending on the merchant’s Shopify plan, enabling this feature may require a plan upgrade or additional Shopify charges.
Customers must visit the Cart page to provide their shipping account information. Checkout flows that bypass the Cart page will not display the account-capture option.
Current version: 1.0
Requirements
Use of a Shopify theme that complies with Shopify Online Store 2.0 or later and supports App Blocks.
A Shopify plan that has the Third-party calculated shipping rates feature enabled. Learn more.
FAQs
What shipping providers will the app support?
The app allows the merchant to identify the shipping providers it is willing to accept bill-shipping-to information for. There are no restrictions on the providers the merchant can identify. A Bill-to option may represent a carrier, 3PL, or other shipping provider.
Will the app validate the shipping account number provided during checkout?
No. The app simply gives the visitor the option to identify a bill-to shipping provider listed as supported by the merchant, and enter an account number. The merchant is solely responsible for verifying the validity of the account number with the shipping provider before tendering the shipment, and for any charges the shipping provider may bill back if it is unsuccessful billing the account number provided.
Will Shipping Account Capture replace or suppress rates from my other shipping apps?
No. Shipping Account Capture does not suppress or replace rates returned by other shipping apps. Other carrier or 3PL rates may continue to appear at checkout alongside the Shipping Account Capture options.
How does the Shipping Account Capture option appear at checkout?
The Service options configured for the Bill-to option selected on the Cart page are returned at checkout as $0.00 shipping options, which Shopify may display as FREE. The customer’s account number is appended to the Service option label. The customer must select the desired Bill Receiver option at checkout to use the shipping account entered on the Cart page.
Does Shipping Account Capture connect directly to carriers or 3PLs?
No. The Bill-to options and Service options are defined by the merchant. Shipping Account Capture does not connect directly to FedEx, UPS, Worldwide Express, or another carrier or 3PL to retrieve services, validate account information, or obtain rates using the customer’s shipping account.
Does Shipping Account Capture book the shipment for me?
No. Shipping Account Capture captures the shipping provider, service, account number, and billing postal code on the Shopify order. The merchant must verify the account information and arrange the shipment using the appropriate carrier or 3PL process. Depending on the account arrangement, the shipment may need to be billed Collect or Third Party.
User’s Guide
1. Install the application from the Shopify App Store. |
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Log in to Shopify with the Store Owner credentials. You must be logged into Shopify as the Store Owner to perform this step because only the Store Owner can accept the charges associated with the app and authorize the permissions that are required by the app to function properly.
Click on Settings in the navigation menu that appears on the left of the screen.
Click on Apps and sales channels.
Click on the Customize your store button that appears above the top right hand corner of the list of installed apps. (Shopify constantly relabels this button, so it may be identified differently.)
You’ll be redirected to the Shopify App Store. Using the search field, search for “DIY Shipping Account Capture” or “eniture”.
Locate the DIY Shipping Account Capture app in the search results and click on it.
On the app’s listing page, click on the Add app button to initiate Shopify’s installation wizard.
Follow the prompts in the wizard until the installation process is complete.
2. Create a Bill-to Option |
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This step will create a Bill-to option that will be displayed in the dropdown menu on the Cart page.
However, make sure you execute the next step in the instructions to identify the services you will support for the Bill-to option. If you fail to do so, no options to bill shipping to the customer’s shipping account will be presented during checkout.
Using the Shopify ADMIN menu, select the app and then Settings.
Click on the + Add a bill-to option link.
Enter the name of the shipping provider for which you are willing to accept a customer’s shipping account in the Label field. What you enter will be listed in the dropdown menu the customer sees on the Cart page. Creating a Bill-to option does not establish a connection to the shipping provider.
3. Add Service Options |
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Repeat this step for each Service option you want to offer to have billed to your customer’s account. Locate the Bill-to option you created in the previous step and click on the + Add service option link.
Enter the information you want to be presented to the visitor.
Label is the service name that will be displayed at checkout. The optional Description will appear beneath the service name at checkout. In the image below, the label is on the top line of both shipping options, and the description is on the second line.
The words Bill Receiver – Account [account number] will appear after the text you enter in the Label field. If you enter “UPS Ground” in the Label field, it will be presented on the checkout page as UPS Ground Bill Receiver – Account [account number] as illustrated in the image below.
A Bill-to option can also represent a 3PL. For example, you could create Worldwide Express LTL as the Bill-to option and add Estes LTL and Saia LTL as Service options. These options are defined by the merchant. Shipping Account Capture does not retrieve the carriers or services from the Worldwide Express API.
4. Add the App Block to the Cart Template. |
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Using the Shopify navigation menu, select Online Store > Themes. Click on the button labeled Customize.
From the drop down at the top of the page, select Cart.
On the left hand side of the page you’ll see a list under the heading Subtotal. Click on the Add block entry. (If your user interface doesn’t resemble the image below, then you aren’t using Shopify Online Store 2.0 and you can’t use the Shipping Account Capture app. Contact Shopify support to find out how to upgrade.)
In the section labeled APPS, click Shipping Account Capture.
After the Shipping Account Capture app is added to the list of app blocks on your Cart page, hover over it to reveal the controls for displaying and moving it. Use the move control to drag the Shipping Account Capture app to the location on the page where you want it to be visible. The most popular location is directly above the Checkout button.
5. App Block Settings. |
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With the Shipping Account Capture app selected, you will see its settings. Follow the instructions below to customize how the shipping account capture widget will appear on the Cart page.
| Description | Enter the text you want to display to your visitor about having the shipping charges billed to its account. |
| Radio “No” | Enter the text to represent the visitor’s choice not to be presented with options to have shipping billed to its account. |
| Radio “Yes” | Enter the text to represent the visitor’s choice to be presented with options to have shipping billed to its account. |
| Dropdown option | Enter the text that the visitor will see prompting for the name of the bill-to shipping provider to use for the order. |
| Account number | Enter the text that will prompt the visitor to enter the account number to use for shipping. |
| Billing postal code | Enter the text that will prompt the visitor to enter the billing postal code associated with their shipping account. |
| Styling | The following settings govern how the widget that appears on the Cart page will appear to the visitor.
Text font
Choose the preferred font. Text color
Select the preferred color of the text. Background color
Identify the preferred background color for the Shipping Account Capture widget. Inner padding
Specify, in pixels, the amount of space between the Shipping Account Capture widget and the text it will contain. Top margin
Specify, in pixels, the amount of space between Shipping Account Capture widget and the element on the Cart page above it. (e.g. the Subtotal.) Bottom margin
Specify, in pixels, the amount of space between Shipping Account Capture widget and the element on the Cart page below it. (e.g. the Checkout button.) |
| Shadow | The following settings govern how the widget’s shadow appears on the Cart page.
Opacity
Changes the transparency of the shadow cast by the widget. Horizontal offset
Changes the direction of the widget’s shadow left or right. Vertical offset
Changes the direction of the widget’s shadow up or down. Blur
Causes the shadow to dissipate over a smaller or larger area. |
6. Add the App to Your Shipping Methods |
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Using the Shopify ADMIN menu, navigate to Settings > Shipping and delivery. Locate the shipping profile to which you want to add the Shipping Account Capture app. For the purpose of these instructions, the General shipping rates profile will be assumed. Access the shipping profile settings by clicking the “>” link.
Click the Add rate button.
Choose the option to Use carrier or app to calculate rates and select Shipping Account Capture from the list. Make sure the Future services checkbox is enabled before clicking the Done button.
Adding Shipping Account Capture to a shipping profile does not suppress other shipping methods enabled for the profile. Those shipping methods may continue to appear at checkout alongside the Shipping Account Capture options.
This will conclude the setup of the app. You may now conduct tests to see how the app performs for your store.
7. Remove the App Block from the Cart Template. |
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Should you decide not to use the Shipping Account Capture app, you can temporarily hide it by clicking on its visibility icon in the list of app blocks shown for the Cart template. (Refer to Step 4 for instructions on how to access the Cart template.)
To permanently remove the app block, navigate to the app block settings, scroll to the bottom and click the link to delete the app block.
To cancel the subscription charge, be sure to delete the app from your list of installed apps.
8. Your Customer’s Experience |
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Below is an example of what a customer might see on the Cart page with the app installed on your store. The styling and options your customer sees will depend on the settings you choose to enable.
On the Cart page, the customer selects whether shipping should be billed to its account. If the customer selects Yes, the customer chooses a Bill-to option and enters the account number and billing postal code. Selecting Yes does not automatically select the shipping method that will be used for the order.
The customer then continues to checkout. The Service options associated with the selected Bill-to option are returned as $0.00 shipping options, which Shopify may display as FREE. Other shipping methods enabled for the shipping profile may also appear. The customer must select one of the Bill Receiver options if shipping is to be billed to the account entered on the Cart page.
9. What You See. |
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If the visitor chooses an option provided by the Shipping Account Capture app, the selected shipping provider and service, account number, and billing postal code are captured on the Shopify order. The billing postal code is displayed in the Additional details section of the order.
Shipping Account Capture does not validate the customer’s shipping account or book the shipment. Before arranging the shipment, verify the account information provided by the customer. Use the captured information when creating the shipment with the appropriate carrier or 3PL. Depending on the account arrangement, the shipment may need to be billed Collect or Third Party.