uShip Credit Provided By MSTS - How To Get Started
uShip Credit - provided by MSTS - allows uShip to offer your business the best purchasing experience, including the flexibility to pay on terms or by invoice. With this latest payment feature provided with our partnership with MSTS, you’ll now be able to manage payments directly in your dashboard and pay upon booking.
STEP 1: Apply
Watch this video to learn more about the application process.
STEP 2: Fast Response
The approval process is automated for a faster response. Watch the process here.
STEP 3: Setting up your account
Once your account has been activated you can manage your users. Watch the account video overview here.
STEP 4: FAQ for Managing your Account
How do I manage my Account Users? As an account Admin you can click on the Account and Settings menu on the upper right corner of the screen and then select Manage Users. There you will have the ability to edit users, modify user access, invite new users, and deactivate user accounts.
Video gif Link https://app.b2b.credit/static/faq/en/add-user.gif
How do I deactivate or remove a user account? As an account Admin you can click on the Account and Settings menu on the upper right corner of the screen and then select Manage Users. From the Manage Users screen, click on the pencil icon by the name of the person for whom you need to remove. The Edit User page will appear. Under the ‘User Info’ section, click on ‘Deactivate Account’. Please note, deactivating a user account means you will be unable to receive or recover any of the user’s account information. Also, an email address cannot be associated with two users, so a new user account cannot be created with a deactivated user’s email address.
How can I add or change my bank account? Account Admins and Payers have access to add or change bank accounts. Click on the Account and Settings menu on the upper right corner of the screen and then select Bank Accounts. Click on Replace Bank Account. A window will appear where you can add the bank account details. Please note, you can only have one active bank account at a time.
Video gif link https://app.b2b.credit/static/faq/en/add-bank-account.gif
How do I pay my invoices? Payments can be completed online from the Account Overview page. Simply select the check box on the right for the invoices you want to pay and then click on Pay. The Make Payment screen will show the selected total you have selected to pay, the remaining balance of your account, the bank account you registered to pay from, the number of invoices to be paid and the payment total. Click on the blue ‘Pay’ button to submit.
Video gif Link https://app.b2b.credit/static/faq/en/make-a-payment.gif
Where do I send my remittance advice? Please email the remittance advice to firstname.lastname@example.org.
What happens if I do not send remittance advice for my payments? If remittance advice has not been provided within seven (7) days of receiving payment, MSTS will apply payments oldest to newest. This means the oldest invoice will be paid first, and then the next oldest, and so on.
How do I modify my profile information (name, email, phone number and password)? Click on the Account and Settings menu on the upper right corner of the screen. The Profile Info page will appear. Enter the needed changes and click ‘Change’.
When will I receive my invoices? Invoices are sent via email to the users with Admin and Payer roles (or any user that has turned on this notification) on the account immediately after goods are shipped. Alternatively, you can access all invoices for your account at any time through the portal under the ‘Transaction History’ section on the Account Overview page.
How can I download my invoices? You can download, export, edit and view your invoices at any time through the portal under the ‘Transaction History’ section on the Account Overview page. Simply select the invoice(s) you want to action, and click on the appropriate action (Edit, Export, Download, Pay). The Edit action will allow you to modify the Notes and PO for the invoice.
Have any more questions? Contact uShip Customer Success at email@example.com