1. FedEx Billing Online (FBO) Non-Revenue Quick Guide
Refer to the FBO Non-Revenue Training Manual for further details on any topic.
Version 4.0
September 11, 2008

2. Contacts and Information
Contact for account setup & maintenance, and User ID and Password creation issues
Do not have/know Account Number or User ID/Password; OR fedex.com alerts that your User ID does not exist or asks you to select an account number to register for FBO – when you login
Contact for shipping, rating, billing, or other non-technical issues for existing accounts
Contact FedEx Technical Support for other FBO usage issues
1.877.FDX.ASSIST ( )
See the FBO online Demo for general usage
Made for normal FedEx revenue customers, some sections do not apply to Non-Revenue usage
See the FBO Message Center for links to the training manual and this quick guide
FedEx Billing Online Internal Use Only
9/17/2018

3. Overview Basic Functions View Invoices and Shipment Detail
The non-revenue process has been re-engineered to meet audit requirements for monitoring and controls, using FedEx Billing Online. FedEx Billing Online (FBO) is an Internet based invoicing and bill presentment application residing on fedex.com. Non-revenue accounts will be required to register for FBO to manage and track the status of their FedEx invoices, to view invoice details, dispute shipments, and pay using an approval process at the invoice level or tracking id level.
Basic Functions
View Invoices and Shipment Detail
Pay via Approval process
Dispute as Rebill or indicate as Fraudulent
Create Searches & Reports
Download Invoice Data
Administrative Functions (add users, etc.)
Similar advanced functionality as FBO Plus accounts
FedEx Billing Online Internal Use Only
9/17/2018

4. Access & Login
1.) From the fedex.com homepage, select the Manage Tab, and then choose the View / Pay Bills Online option., 2.) Enter your new fedex.com User ID and Password at the login screen on the left side of the screen., and 3.) Click Login button. You should already have a new fedex.com User ID and Password AND your account(s) should have already been registered for FBO by the FedEx Revenue Dept.
Note: If you experience login or other FBO issues, contact the support areas on slide 2.
FedEx Billing Online Internal Use Only
9/17/2018

5. Account Summary View 9/17/2018
Upon logging into FBO, the main Account Summary screen appears showing a summary of the account(s) as well as the person’s name that logged in. You can take the following actions: 1.) Select all to Approve, 2.) Select several to Approve, OR 3.) Select invoice number to view invoice detail.
FedEx Billing Online Internal Use Only
9/17/2018

6. Invoice Detail View
When you select an invoice number, the Invoice Detail screen appears showing a summary of all charges for an invoice. You can take the following actions: 1.) Approve entire invoice [at top], 2.) Select all tracking IDs to Approve [at bottom], 3.) Select several tracking IDs to Approve [at bottom], OR 4.) Select tracking ID to view shipment detail.
FedEx Billing Online Internal Use Only
9/17/2018

7. Tracking ID Detail (Shipment Level) View
When you select a tracking ID, the Tracking ID Detail (shipment level) screen appears showing details of the shipment, including all charges. You can take the following action: 1.) Approve tracking ID (shipment).
FedEx Billing Online Internal Use Only
9/17/2018

8. Approval / Payments
Non-Revenue users will select ‘Approve’ instead of actually ‘Paying’. There are no other payment options. 1.) Click the Approve button on the Account Summary, Invoice Detail, or Tracking ID Detail screen, then the Payment Cart screen appears., and 2.) Click the Checkout button to complete, then the confirmation screen appears. Once completed, the Payment Status on other screens will show “Submitted Non-Rev” on the same day you approved, then later “Paid” after the first day you approved.
FedEx Billing Online Internal Use Only
9/17/2018

9. Dispute / Rebills
Non-Revenue users can only dispute at the Tracking ID level (individual shipment level – not the invoice level), and the only available dispute reason is ‘Rebill’. 1.) Click the Dispute button on the Tracking ID Detail screen, then the Dispute screen appears., 2.) Select Rebill other account as the Dispute Type, and then the Account Number to Rebill (account number required for third party option)., and 3.) Click the Submit Dispute button to complete. Do not use the Dispute button on the Invoice Detail screen.
FedEx Billing Online Internal Use Only
9/17/2018

10. Suspected Fraud
For approved Invoices and Tracking IDs, Non-Revenue users can indicate if they are possible fraud, and submit for review to the High Risk Investigation department. 1.) Click the Suspected Fraud button on the Invoice Detail or Tracking ID Detail screen, then the Suspected Fraud screen appears., 2.) A detailed explanation is required in the Your Comments section., and 3.) Click the Submit button to complete. Invoices and Tracking IDs must be approved first and the amount due = $0. The same item cannot be submitted more than once.
FedEx Billing Online Internal Use Only
9/17/2018

11. Search & Download – part 1
Users can create reports of shipments, invoices, payments, etc. which can be displayed online in summary search results or downloaded in full. 1.) From any page in FBO, select the Search/Download Tab., 2.) Click the New Search link., …Continued on next slide…
Note: Data is only available for the previous 90 days in FBO. Your search results and download files will not have data older than 90 days.
FedEx Billing Online Internal Use Only
9/17/2018

12. Search & Download – part 2
…Continued from previous slide. 3.) The New Search screen appears.,
Basic Search: 4.) In the *Search for field, select an option., 5.) In the *Matching field, enter ‘matching’ Invoice or Shipment information., 6.) Click the Next button., …Continued on next slide… OR
Advanced Search: 4.) In the *Search for field, select one of the options., 5.) Click the Advanced Search link or purple double-arrow at the bottom of the screen., 6.) Select accounts, and enter dates and other information., 7.) Click the Next button., …Continued on next slide…
Advanced Search OR
Basic Search
FedEx Billing Online Internal Use Only
9/17/2018

13. Search & Download – part 3
…Continued from previous slide. 6 or 7.) Review online summary search results.
To Download: 1.) Select an existing download file template., 2.) In the Save as … field, enter a name for the download file., 3.) Click the Next button. …Continued on next slide…
Notes: Download files can be either .txt or Excel/CSV format.
Selecting a default (pre-existing) FBO template will create a file in the .txt format.
For files to be imported into FedEx Flat File Reporting Tool (FFT), use Detailed Report Template.
For files to be used in Excel, see the Custom Download Template section to create a template in CSV/Excel format, otherwise you must use the Excel Wizard to import a .txt format file.
See the FBO Non-Revenue Training Manual for further details.
FedEx Billing Online Internal Use Only
9/17/2018

14. Search & Download – part 4
…Continued from previous slide. 4.) The Download Center screen appears., 5.) Click on the file name link., 6.) Click the Save button on the pop-up., 7.) Select the location to save the download file., 8.) Click the Save button to complete.
Notes: When you first create download file, wait and click refresh to see if file is ready (will be purple)
For later access, you can return directly to the Download Center screen. The files remain available for 7-8 days once created.
See the Auto Download section to automatically create a download file for each new invoice.
FedEx Billing Online Internal Use Only
9/17/2018

15. Custom Download Template – part 1
Users can create customized report download files that include specific fields (i.e. Tracking ID, Invoice Date, Original Amount Due, etc.) and a selected file format. 1.) Select the Create a new download template link from the Search/Download screen., 2.) The Customize Your Download screen appears., 3.) Enter the template name, report type, and file type (.txt or Excel/CSV). …Continued on next slide…
Note: The Excel/CSV file type creates a comma separated file that can be easily opened in MS Excel.
FedEx Billing Online Internal Use Only
9/17/2018

16. Custom Download Template – part 2
…Continued from previous slide. 4.) Select the fields you want in the template by using the right double-arrow button to add fields and the left double-arrow button to remove fields, and order the fields by using the up and down double-arrow buttons., 5.) Click the Save Template button to complete.
Notes: See the Search & Download section to create a new download report using the new template.
Maximum number of customized templates is 15.
A preview of the download format appears in the Contents Sample section at the bottom of the screen.
FedEx Billing Online Internal Use Only
9/17/2018

17. Auto Download
Users can setup FBO to automatically generate a download file of invoice data each time a new invoice is created . This capability can only be activated by the FBO Administrator for your account(s) (i.e. first person that was registered for your account(s) for FBO). 1.) From any page in FBO, select the Preferences Tab., 2.) Click the Edit User Settings link., 3.) The Edit User Settings screen appears., 4.) Select the "Yes" radio button, this reveals a drop-down list., 5.) Select a desired template to use for the automatically generated ‘invoice’ download file., 6.) Click the Save changes button to complete.
Note: Automatically generated invoice files can be viewed and downloaded from the Download Center screen for 7-8 days once created.
Be careful to select a template with file format you need - .txt, Excel/CSV, or Detailed Report (for FFT).
FedEx Billing Online Internal Use Only
9/17/2018