Reference Data: Estes REST Client (Billing) Account Fields [Guide]
Last updated: September 29, 2026
 |  |  |  |
| Onboarding and Configuration | Baseline Account | (Billing) Account | Order-Level Fields |
 |
This reference lists the carrier-specific Estes (REST) Client (Billing) Account fields used in techSHIP.
Use it together with the linked Client (Billing) Account setup steps: the setup guide covers the shared configuration flow, while this article defines the confirmed field values, field behavior, and client-specific carrier configuration details.
 |
For a complete overview of supported carriers and related setup guides, refer to techSHIP supported Carriers - Master List [Guides List].
|
 | Review and complete Reference Data: Estes (REST) Baseline Account Fields [Guide] before configuring the Client (Billing) Account so the carrier connection is available. |
TABLE OF CONTENTS
Adding a Client (Billing) Account
Follow the UI Navigation steps in How to Add a Carrier Billing Account [Step-by-Step guide], using the carrier-specific values provided in this guide.
Go to  | |
 |  |
| Essential Configuration | Carrier-Specific This article |
Carrier-Specific Instructions
| Return to | |
 |  |
| Essential Configuration | Carrier-Specific |
The Carrier tab contains the Client (Billing) Account fields used to define confirmed carrier-specific behavior for this client. Highlighted fields indicate mandatory and optional configuration groups.
[Insert screenshot here]
 | Service code: Select the default service used for shipments processed through this Client (Billing) Account. |
 | Package type: Defines the package type stated to the carrier for shipments processed through this Client (Billing) Account. |
 | Freight Class: Sets the freight class used when the order does not provide a different value. Consolidated commodity line items use the Billing Account freight class. |
 | Consolidate commodity line items: When enabled, techSHIP submits one consolidated commodity line item per handling unit instead of one line item per SKU. The generated BOL displays the configured consolidated commodity description. |
 | Override WMS Service Code: Controls whether the configured Billing Account service code is used instead of the service code received from the WMS. |
 | The customer's Estes account number: Identifies the Estes account used for this client’s shipping charges. |
 | Shipment and BOL reference fields: Use Shipment Id (SID) number, Master Bill of Lading number, Purchase Order, and Bill of Lading number to send selected dynamic values or fixed reference values with the shipment. |
 | Default Freight Payment Terms: Defines the freight payment terms used unless the order provides a different value. |
 | Contact and notification fields: Use Contact first name, Contact last name, and the notification checkboxes to define contact and notification details for shipments processed through this account. |
 | Sender address: Defines the sender name and company for shipments processed through this Client (Billing) Account. Use Override sender address when the sender address must differ from the Baseline Account sender address. |
 | Broker and billing address controls: Use Specify customs broker and Override billing address when those shipment address details must be provided for this client. |
| Click Save before continuing so the configured settings are applied. |
Next Steps (Optional)
Optionally, after the Client (Billing) Account is configured and saved, continue with Reference Data: Order-Level Estes (REST) Fields [Guide].
| Go to | |||
 |  |  |  |
| Onboarding and Configuration | Baseline Account | (Billing) Account | Order-Level Fields |