Payment & Billing System

Overview

The EzOM platform includes a comprehensive payment and billing system that manages financial transactions for warehouse services, storage fees, and shipping costs. The system provides automated billing, balance management, transaction tracking, and payment processing.

How to Access

1. Log in to the EzOM platform

2. Click on your account name or profile icon in the top-right corner

3. Select Account Balance to view your balance and add credits

4. Select Transaction History to view past transactions and charges

Key Functionality

Transaction Management

The platform tracks all financial transactions with a sophisticated status workflow:

• Transaction Types: CHARGE (fees), RECHARGE (credits added), REFUND (credits returned), OPEN (opening balance)

• Transaction Statuses:

  • Initiated - Transaction created but payment not yet processed

  • OnHold - Payment pending or awaiting confirmation

  • InProcess - Payment being processed by Stripe

  • Completed - Payment successfully processed

  • Cancelled - Transaction cancelled or payment failed

  • Failed - Payment processing failed

Balance Management

Your account balance is divided into two components:

• Available Balance: Funds that can be used immediately for services

• On-Hold Balance: Pending transactions that are being processed

Automated Billing

The system automatically generates charges for various warehouse services:

• Storage Fees: Daily or weekly billing based on inventory volume and duration

• Processing Charges: Fees for warehouse operations (receiving, picking, packing)

• Shipping Costs: Courier service fees with automatic rate calculations

• Transaction History: Complete audit trail with CSV export capability

User Guide

Understanding Transaction Statuses

• Initiated: Transaction created and awaiting payment processing

• On Hold: Payment pending or awaiting confirmation

• In Process: Payment is being processed

• Completed: Payment successfully processed

• Cancelled: Transaction cancelled or payment failed

• Failed: Payment processing failed

Adding Credits to Your Account

1. Navigate to Account Balance from your profile menu

2. Click on Add Credits or Recharge button

3. Enter the amount you wish to add

4. Complete the payment process through the secure payment form

5. Once processed, your available balance will be updated

6. You will receive a confirmation email receipt

Viewing Transaction History

1. Navigate to Transaction History from your profile menu

2. Use the filters to narrow down transactions by:

   • Date range

   • Transaction type (Charge, Recharge, Refund)

   • Transaction status

3. Click on any transaction to view detailed information

4. Use the Export to CSV button to download transaction records for your own reporting

Understanding Your Charges

Storage Fees: You are billed for storing inventory in the warehouse. The fees are calculated based on the volume of goods stored and the duration they remain in storage.

Processing Fees: Each warehouse operation (receiving, picking, packing) incurs a processing fee based on the complexity and labor required.

Shipping Costs: When orders are shipped, courier fees are automatically charged to your account based on the selected shipping method and destination.

Managing Low Balance

If your account balance falls below the minimum required amount, you may receive notifications to add credits. To avoid service interruptions:

1. Set up automatic recharge (if available)

2. Monitor your balance regularly

3. Add credits before your balance runs out

4. Review your transaction history to understand spending patterns