Payment cards, extra charge costs and email types

Billing & accounting

Additional Charges shows your customers what each charge costs and how it is priced

The Additional Charges page (Settings → Charge Types) now lists each charge for your customers with its name, cost and type. Cost is an amount, or a percentage for charges based on the freight cost or the shipment value, with any minimum, maximum or free first units shown underneath. Type says how the charge is priced: fixed, adjustable, variable (set when the charge is used), a percentage of the freight cost or of the shipment value, or per shipment, pallet, kg, piece, stop or document. Before, the page showed only the name and whether the amount is entered when the charge is used.

Customer portal

Your customers can mark an email address as Bill of lading (BOL), and see every email type you set

On Profile → Email, the address has its own full-width field and the picker is now called Email type. Alongside General, Accounting (receives invoices) and Billing / AR (receives shipment updates), which were labelled Invoices and Shipment updates before, your customers can now mark an address as Bill of lading (BOL). Types you manage, such as Invoice, Appointment or Accept payment, appear by name as locked badges instead of an unnamed "Other role", and the customer's default address keeps its Default badge next to its types.

Billing & accounting

Your customers can now add a payment card, with the expiry picked from month and year lists

The Add Payment Method dialog now works. The card number and CVV fields, served by your card processor Cardknox, display properly, format the number as your customers type and check that it is complete. The expiry is picked from a month list (01 to 12) and a list of full four-digit years, and a date that has already passed is refused before the card is saved. The fields match the height and colours of the rest of the form in light and dark themes and in Hebrew. Your customers open it from Add card in Settings → Billing, from Add new card when they choose a payment method, or from Manage Payment Methods. Saving a card needs you to take card payments through Cardknox.

• Needs platform 0.3.172 or later

Customer portal

Editing a representative or an order contact keeps their other details

When your customers saved a change to a representative in Settings → Representatives, or to the Customer contact on an order, it used to clear details that form does not show, such as the contact's mobile number, photo, address and the email types you set for them. Saving now changes only what your customers edited, and they can still remove a contact's phone number.