Customize Billed Services

The Services page is where you specify the various service offerings you provide to your clients. Services can be item services such as bubble wrap or poly bags, shipment services such as extra boxes or receiving charges, or client charges such as billable hours or consulting fees.

Once you have created an item or shipment service, those services can be added to items or shipments so that billing can be properly tracked. On item services, that service will be shown when receiving and shipping the item so that your prep team knows exactly what needs to be done for each item.

You have the ability to customize these services by adding, editing and deleting them. Below are step-by-step instructions on how to perform each of these actions.

Add a Service

Navigate to the Services page and select “Add Service”.

Enter the information for a new service.

You need to fill in a Name, a Service Type, the Unit you charge per, the Per Unit Charge, and When to Charge. There is also an "Available for Merchants" toggle that controls whether your clients can see and add the service themselves. Picking "Item Storage Fees (Per Cubic Meter)" as the type swaps the Unit and When to Charge fields for an Advanced Options section.

Finally select "Create Service" to save your changes.

Edit a Service

Select the blue pen next to the service you with to edit

Make the edits you want to the service name, type, unit, charge, when to charge and merchant visibility.
Select “Update” to save your changes.

Does Changing a Price Affect Past Shipments?

No. Changing a service's charge applies to shipments going forward only; it does not change what past shipments were billed. PrepBusiness keeps a price history for each service and bills every shipment at the price that was in effect on the date it was shipped or received, so charges on shipments that already went out stay the same.

If you open a past shipment and see the new price on its Services tab, that figure is a live estimate based on the service's current price, not the amount billed. To confirm the actual charge, open that shipment's charge on the Billing page; it will still show the original price.

Delete a Service

Select the red garbage can next to the service you wish to delete.

Archive a Service

If you no longer offer a service but want to keep its history, use the archive button beside the red delete button on the Services page. Archived services drop out of the list, and you can see them again with the "Show Archived Services" toggle at the bottom of the page.