Customer portal
I ship with a courier
Place, track and pay for orders in your courier’s customer portal. 30 articles.
Start here
- How-toSign in and manage your accountOpen your courier's customer portal, reset a forgotten password, accept an invitation and choose which updates you get.3 min read
- How-toPlace an orderBook a pickup and delivery on the screen you land on, repeat an earlier order in one click, see the price before you place it, and change or cancel it while that is still allowed.3 min read
- How-toSend to more than one place (multi-stop orders)Add extra drop-offs or pickups to one order, bring something back to the pickup, and follow every stop until the job is finished.2 min read
- How-toTrack your ordersSee what is on the way on your Overview, follow an order step by step, download proof of delivery and share a tracking link with the receiver.3 min read
Orders
Whole topic, all rolesHow-to guides
- Import orders from a spreadsheetPlace many orders at once from a CSV or Excel file, match its columns, fix rows with problems and undo an import if needed.
- Send to more than one place (multi-stop orders)Add extra drop-offs or pickups to one order, bring something back to the pickup, and follow every stop until the job is finished.
- Place an orderBook a pickup and delivery on the screen you land on, repeat an earlier order in one click, see the price before you place it, and change or cancel it while that is still allowed.
- Repeat an order on a scheduleTurn a delivery you send often into a repeating order, then pause it, skip or change single dates, or change the schedule.
- Report a problem or ask for helpTell your courier about a late, damaged or misdelivered order, ask any other question, and follow the answers in one place.
- Track your ordersSee what is on the way on your Overview, follow an order step by step, download proof of delivery and share a tracking link with the receiver.
Page guides (7) · every field and button of a screen
- New order screenThe New order screen you land on after signing in, with every section, field and button, the Your order panel and Place order, and the top bar, the phone bottom bar and the account menu.
- Order importThe Import orders page of the portal: the file limits, column matching, the check before importing, the result and Past imports with undo.
- OrdersEvery tab, filter, column, button and status on the Orders page of the portal.
- Order detailsEverything on one order in the portal: status, live location, addresses, packages, progress, price, documents, and the share, report, tip, change and cancel actions.
- Edit order screenEvery section and button of the Edit order page in the portal: what you can still change on a placed order, how the price is re-checked and what the messages mean.
- OverviewEvery part of the portal Overview page: the greeting, the tiles, your unfinished draft, the orders on the way, open invoices and the messages you may see.
- Repeating ordersThe Repeating orders list and one series' page in the portal: schedule fields, the next dates, per-date changes, pause, resume and stop.
Customers & addresses
Whole topic, all rolesHow-to guides
Page guides
- Address bookThe Address book page of the portal: search and filters, address cards and badges, favourites and defaults, the address form and importing a CSV.
- ColleaguesThe Colleagues page of the portal: who has access, inviting a colleague, what they can do and see, their notifications, resending an invitation and removing access.
- Help and requestsThe Help and requests list and one request's conversation in the portal: asking for help, topics, statuses, replying, closing and reopening.
Invoices & payments
Whole topic, all rolesHow-to guides
Page guides
- InvoicesThe Invoices page of the portal: the amount due banner, the tabs, the invoice table, paying several invoices at once, the payment window, Payments & credit and the statement.
- Invoice detailsOne invoice in the portal: its orders, amounts and tax, payments and receipts, print, download and pay, and the Confirming your payment page you return to after paying.
- Saved cards and auto-payThe Saved cards & auto-pay page of the portal: saving a card or bank account, turning auto-pay on and off, failed automatic payments and removing a card.
Company settings
Whole topic, all rolesHow-to guides
Page guides
Your account
Whole topic, all rolesHow-to guides
- Invite colleagues and set what they can doGive people at your company their own portal login and choose whether they can place orders, see or pay invoices, manage addresses and see colleagues.
- Sign in and manage your accountOpen your courier's customer portal, reset a forgotten password, accept an invitation and choose which updates you get.
Page guides
Concepts
Concepts & glossary
Whole topic, all rolesConcepts
- Customer portal FAQShort answers to the questions customers ask most about the portal: signing in, ordering, tracking, paying, colleagues, notifications and your data.
- Portal glossaryThe words you meet in the customer portal and your courier's emails: order and invoice statuses, services, proof of delivery, cash on delivery, auto-pay, API keys and more.