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How to Use SuperPay Transactions in Shipper TMS

Sam
Updated

Introduction

The Transactions page in Shipper TMS shows every SuperPay debit and refund on your bank account in one place. Use it to reconcile what's already left your account, plan for upcoming charges, and fix payments that failed.

  • Charges: SuperPay debits from your bank account. Use pending and completed debits to reconcile, and scheduled debits to plan upcoming cash needs. Refunds aren't included here; see the Refunds tab.
  • Refunds: SuperPay refunds to your bank account for canceled payments. Use them to match returned funds against the original debits.
  • Failed: orders whose SuperPay charge failed, with the reason and what to do next.

Open the Transactions Page

  1. Log in to Shipper TMS.
  2. In the left-hand menu, click SuperPay, then Transactions.
  3. Use the tabs on the left to switch between Charges, Refunds, and Failed. The number next to Failed shows how many charges need attention.
Note: Transactions is a tab under SuperPay, so anyone who can see SuperPay can see it. It's only available to shippers who use SuperPay.

Charges

Summary Cards

Three cards at the top total your charges for the selected dates. Click a card to show only those charges in the table. Hover over the number of orders to see what each status means.

Status What it means Use it to
Scheduled Delivered orders with a payment scheduled but not charged yet. The charge date is based on your payment terms. Plan upcoming cash needs
Pending Charges in progress. Funds usually leave your bank account within 2 business days. Know what's about to clear your bank
Completed Charges complete. Funds have been collected from your bank account. Reconcile with your bank statement

The Charges Table

Column What it shows
Amount The amount charged for the order
Order ID The order the charge is for. Click it to open the order.
Transporter Name The carrier or broker being paid
Payment Start Date The date the charge started, or is scheduled to start
Payment Complete Date The date the funds left your account. Blank until the charge completes.
Status Scheduled, Pending, or Completed
Trace Number The number your bank uses for the transaction. Shows once the charge completes.
Account Number The last 4 digits of the bank account charged
Tip: To find a charge on your bank statement, match the amount and trace number. See How to Identify a SuperPay Transaction in Your Bank Account.

Filter and Export

Step 1: Pick a Date Range

  • Click the date range next to the page title. It's set to Today ± 2 weeks by default.
  • Choose a quick selection, or pick a start and end date on the calendar.
Quick selection Dates shown
Today ± 2 weeks 2 weeks before and after today
This month The current calendar month
Next 7 days / Next 30 days Upcoming charges, starting today
Last 7 days / Last 30 days Past charges, ending today

Step 2: Add Filters

  • Click Add Filter and choose Transporter, Order ID, or Status.
  • For Order ID, enter the full ID or the beginning of it.
  • Each filter shows as a chip, for example Status is Pending. Click the × on a chip to remove it.

Step 3: Export to CSV

  • Click Export CSV to download the transactions on the tab you're viewing that match your dates and filters. For example, the Refunds tab exports only refunds, and the Failed tab exports only failed charges.
  • If you see Couldn't export the CSV file, wait a moment and try again.

Refunds

The Refunds tab shows money SuperPay returned to your bank account for canceled payments. It works like the Charges tab, with two cards:

Status What it means
Pending The refund is on its way to your bank account.
Completed The refund has reached your bank account.

The table shows the amount, order ID, refund start and complete dates, status, trace number, and account. Use the order ID to match each refund to its original charge.

For more on refunds, see How to Handle Refunded SuperPay Transactions.

Failed Charges

The Failed tab lists orders whose SuperPay charge didn't go through. The Failure Reason column tells you why. Hover over the info icon next to the reason for details and next steps. The details also include a Contact Support link if you need help.

[IMAGE PLACEHOLDER: Failed tab with a failure reason and its details. Add the screenshot once the final design is ready.]
Failure reason What happened What to do
Insufficient funds Your bank declined the charge because there wasn't enough money in the account. Add funds to the account, then retry the charge.
Bank account issue There's a problem with the bank account itself, such as an account that's closed, frozen, or doesn't allow these payments, an invalid account or routing number, or a business charge on a personal account. Add a different bank account in your SuperPay settings. For a business charge on a personal account, add a business bank account.
Blocked by bank Your bank blocked, stopped, or didn't recognize the charge from Super Dispatch. Ask your bank to allow Super Dispatch debits and remove any stop payment. Give them the Company ID SUPERD. Then retry the charge.
Payment failed The payment couldn't be processed for another reason. Click Contact Support in the failure details so the team can look into it.

[VERIFY: how does the shipper retry a failed charge, and where?]

Note: If you need to change the bank account SuperPay uses, see How To Setup SuperPay In Shipper TMS. For more on payment errors, see Managing ACH Payment Errors with SuperPay.

Next Steps

Want to see where each order is in the payment process?

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