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TRANSCRIPT
MyBill
STEP BY STEP
Viewing an Invoice
CSV Configuration
Waybills & Documentation
Disputing an Invoice
Updating a Dispute
Making a Payment
FAQ
CONTACT DETAILS
ENROLLING & LOGGING IN
Registering via MyBill
THE SCREENS
The Dashboard
The Archive, Reports & Download Screens
The Search Screen
The My Account Screen
The Help Screen
Content Page
ENROLLING & LOGGING IN
MyBill
MyBill User Guide
Registering via MyDHL
MyBill
To register for DHL MyBill you must first Register
with DHL.com Visit
http://www.dhl.com/en/express.html and Select
Ship Online.
If you already have a DHL.com User ID and
password ???????????
The first user to register an account for DHL MyBill
is by default the MyBill administrator. A new
administrator can be designated at any time
following the completion of registration and receipt
of password.
Once the registration process is complete, the
account administrator may register as many users
as required to appropriately manage the charge
review process. All users registered will receive
notification via email registration notification.
MyBill User Guide
Registering via MyBill
MyBill
You can register for MyBill in just a few simple steps.
Got to: https://mybill.dhl.com/login/
Register for MyBill
In order to register you will be required to complete the
registration form; fields with an asterisk are required and must
be completed. Once you complete the form select the Save
and Continue button.
Upon completion you will receive a notification email which
will provide your temporary password to access the MyBill
site. You will also be offered the possibility of Enroll Another
Account or Login to MyBill.
If you choose the Enroll Another Account option you will be
redirected back to the enrollment screen to enter the account
details.
If you choose the Login to MyBill option you will be
redirected to the Login screen.
Once you have completed the enrollment process and
received your enrollment confirmation you will be directed to
the login screen. Enter your log in details, Email address and
Password, and select the Login button.
In the main Dashboard your invoices are divided
into 3 categories:
Open Transactions - These are the invoices with
outstanding balances that require payment..
Disputed Invoices - All open disputed invoices and
their corresponding dispute information can be
found here. As with the
Due Now - Here you will find an overview of
invoices for which payment is due or overdue.
All three of these overviews can be downloaded into
Excel by selecting the Download All Open
Transactions button situation at the top and the
bottom of each overview.
In the event that you use MyBill for multiple
countries your totals will subsequently be shown
separately in the invoice currency of each country
(see the below example).
MyBill MyBill User Guide
The Dashboard
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Once you have logged into MyBill you will be directed to the main Dashboard screen. From this
screen you can navigate to numerous screens; Archive, Downloads, Report, My Account, Search
and Help.
The MyBill Track and Trace functionality allows customer to track shipments easily and without having to
leave the MyBill site.
Should you wish to view the Track and Trace
details of a shipment open the invoice by
selecting the invoice line.
MyBill MyBill User Guide
The Dashboard
Once redirected to the invoice screen select
you will be present with a breakdown of all
the shipments for that invoice. On each
shipment line you will find a Track button.
Select the Track button next to the shipment
you wish to view.
A new window will appear with your
shipment Track and Trace details. You will
also find a link on the screen for the Proof of
Delivery image.
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The Archive Screen
When an invoice has been paid it will be
removed from the main Dashboard screen and
will be automatically placed in the Archive
overview.
No further action is required for these invoices
and they will remain available for your
reference/retrieval.
The Downloads Screen
In the Downloads screen you will find all your
recent downloads created using the Archive or
Search facilities. Downloads will be available for
a limited number of days before they are
removed. Should you wish to remove previous
downloads then select the Cancel button.
The Report Screen
The Report screen offers the possibility
to download reports. These reports will
be available in CSV format. Select the
report you wish to run, enter the Search
Parameters and then select the Search
button to create the report
MyBill MyBill User Guide
The Archive, Reports & Download Screens
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Simply select the parameters you
wish to search on and select the
Search button
Available search parameters
include:
• Account
• Invoice number
• Waybill
• Invoice Type
• Status
• Start & End dates
Note: Start & End dates refer to
the invoices dates and not to
shipment details.
The search screen also offers the
possibility to save your search
parameters.
All you have to do is select the
necessary search parameters, then
enter a name in the Save a “Saved
Search” field and finally select the
Search button.
This name you entered in the Save a
“Saved Search” field will then appear
in the Saved Search Section. Next
time you wish to carry out a search
using these saved parameters simply
click on the Saved Search name.
MyBill Search offers dynamic search capabilities to easily and quickly search your
invoices
MyBill MyBill User Guide
The Search Screen
Change Password
In this section you can update/change your
password should you wish to. Please note that
any changes to your password here will not
align with your MyDHL password. This will
need to be altered/changed separately.
If a Manage button appears in the manage column this
means you have managing rights, if the column is blank
then you do not have managing rights for that account.
Clicking on the Me button will provide you with a list of
rights you have for that account which include: Manage
users, Dispute and Manage Autopay.
In the same window you can also choose the method by
which you will receive you invoices by email. Click on the
dropdown menu to view and select the available options.
In the My Account screen you will find an overview of your account details. From this
screen you can update your user details, change your password, view your open invoice
summary and manage your accounts
MyBill MyBill User Guide
My Account Screen
My User Details
In this section you can
alter/update your Email Address,
Name details, Telephone
Number, Language Preference,
etc.
Open Invoice Summary This section gives you an overview of the
outstanding balance as well as the aging of the
current open and outstanding invoices. The
overview is broken down by invoice currency.
My Accounts
The My Account section is an overview of all
the accounts you have access to. In this section
you can view your rights for each account.
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The Help screen in there to provide additional support for
MyBill. The Help screen is made up of several sections:
• The Dashboards
• Managing your Accounts
• View/Downloading Invoices
• Making a Payment
• Logging a Dispute
• Track & Trace
• How to use Search
Should you find not the answer you were looking for in the
Help screen you can also refer to the FAQ document
The Help screen is intended to help you maneuver your way through MyBill and provides simple
step-by-step instructions.
MyBill MyBill User Guide
The Help Screen
MyBill
STEP BY STEP
Over the next few pages we will explain, step by step, how to
use the functionality of MyBill
Single invoices
Option 1:
To view a single invoice simply hover
your mouse over the invoice line and
select the PDF Invoice that will
subsequently appear.
Option 2:
To view a single invoice simply tick
the box next to the invoice you wish to
view and select the Download
button. If you wish to simply download
the PDF then click the Download
PDF button. If you would like to
download the invoice in a different
format (CSV, XML) then select the
dropdown menu and choose the
preferred format.
Should you select the Download
option you will be redirected to the
Downloads screen where you can
chose your Download Preference by
ticking the box next to your preferred
format and clicking on the Download
button
There are several ways to download invoices; one invoice at a time
or multiple invoices simultaneously.
MyBill MyBill User Guide
Viewing an Invoice
Invoice Key
Disputed invoice
Overdue invoice
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Multiple invoices
To download multiple invoices select
the invoices you wish to view by ticking
the boxes next to the invoices and then
select the Download button.
As with the single invoice option, you
will be redirected to the Downloads
screen where you can choose your
download preference.
Should you chose the CSV for XLS
format you will be offered the possibility
to customize the format. Should you
wish to customize the format of the
CSV file then select the Customize
Format button otherwise select the
Download button to continue with the
standard format. You will the be
redirected to the Download screen
from where you can Download your file.
MyBill MyBill User Guide
Viewing an Invoice
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CSV Configuration
Should you wish to customize the format of
your CSV file then you will be redirected to
the CSV Configuration screen.
If you only require selected fields there is
the flexibility to customize the file thereby
reducing the extract to your specification
and displayed in a set order. In order to
customize the set order select the column
header from the Selected columns field
and drag across to the Available columns
field; place columns in the order which best
suit your needs.
In addition there is option to concatenate
(consolidate) the files making it easier to
import into your accounting system. Simply
tick the Concatenated box and select the
Done, apply settings button.
If you simply want to change the sort order of
the CSV file then select one of the options
available in the Sort order drop down menu.
Should you wish to save your settings then
enter the name by which you wish to save
these settings in the Save all settings for
later? field before selecting the Done, apply
settings button.
These saved settings can then be found back
in the Pre-saved configurations drop-down
menu.
One you have finished customizing your CSV
file and you’ve selected the Done, apply
settings button you will be redirected to the
Downloads screen where you can Download
your file.
MyBill MyBill User Guide
CSV Configuration
Waybills and Customs paperwork
As with invoices, there are several
ways in which you can view Waybills
and/or customs paperwork.
Single invoices
Option 1
Click on the invoice row and you will be
redirected to the invoice screen. Click
on the Waybill number and the Waybill
details will appear in a new window.
Option 2
Click on the Image button in the
Download column. A new window will
list the available paperwork. Select the
option you wish to view.
Multiple Invoices
Tick the boxes next to the necessary
invoices and select the Download
button. You will then be redirected to
the Download screen where you can
select the Waybill / Commercial
Invoice / Entry Documents option and
then click the Download button.
As with the invoice you will be sent to
the Download screen where you can
download you file.
.
MyBill MyBill User Guide 18
Waybills & Supporting Documentation
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MyBill offers the possibility to log dispute invoices online.
To log a dispute on an invoice simply select the invoice(s). Once selected, three options will appear;
Pay, Dispute, Download – select the Dispute button.
You will be directed to the Dispute Invoice screen where you can enter the details of your dispute by
selecting a dispute reason from the dropdown menu, entering a description of the dispute in the
comment field and clicking the Submit Dispute button.
MyBill MyBill User Guide
Disputing an Invoice
Note: Only one dispute can be logged per invoice !
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Here you will find the details of your
dispute as well as the option to add a
comment to your dispute. Should you
wish to cancel your dispute then
mentioned this in the comment field and
it will be cancelled accordingly; if you
wish to simply add additional notes to
your dispute this can also be done
here.
Please note it will take at least 24 hours
for the deletion or the update of your
dispute to be visible in MyBill
Go to the Disputed Invoice dashboard and
select the invoice you wish to update.
Select the Dispute History tab and then
the View Dispute button.
Want an overview of all
disputes? Go to the Reports
screen and download the
Disputes Report.
!
MyBill MyBill User Guide 20
Updating a Dispute
Once you submit a dispute it cannot be canceled within MyBill. In the event a dispute needs to be
modified or canceled, simply update the open dispute with information for our DHL Billing Agent to make
the necessary changes.
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Invoices can be paid by clicking on Pay
Now on your Dashboard “Due Now’.
MyBill allows you to make quick and secure payments online
MyBill MyBill User Guide
Making a Payment
Both options will take you to the
following screen where you are required
to confirm the invoices and the total
amount due in this transaction. Once
you have reviewed the details select
Confirm
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Or hover your mouse over the invoice
line and click on the Pay button that
appears
Or select the invoices you want to pay and
then click Pay for each invoice
MyBill MyBill User Guide
Making a Payment
Once you confirm you will be
requested to enter the credit card
details and then select the Pay button.
Once the payment has been
successfully submitted a
confirmation message will appear.
A confirmation email will be sent to
the email address set up in your
profile.
Dashboard shows Payment(s) in
progress until bank confirmation of
payment then it will move to Archive
Concerned about making payments online? Don’t be!
! We use a combination of digital signatures and current standard encryption to protect all
your card payment details. No one at DHL has access to your credit card information.
ACCOUNT MANAGEMENT
How do I manage my account and user settings?
In the My Account screen, you can modify your account
settings, as well as your password and user settings. If
access has been restricted, the user will need to contact
the AR Manager for assistance. Go to the Help screen for
further details.
How do I manage the list of additional users on my
account?
If permissions are enabled, a Manage button will be
displayed at the bottom of the My Account screen. The
Manage button allows the user to add and manage
additional users for specific accounts. If access has been
restricted, the user will need to contact the AR Manager
for assistance.
Adding New Users:
Step 1 Go to the My Account screen, scroll down, and
select the Manage button located next to the
account you wish to link with a new user.
Step 2 Click on Add New User (green box), type in the
email address and save.
Step 3 Click on Manage again and select function
permissions and delivery method.
Manage Existing Users:
Step 1 Select the Manage button located next to the
account you wish to adjust.
Step 2 Add/remove the checkmark in the boxes next
to the functions you wish the user to access.
Step 3 Select the Save button to save your changes.
I would like to customize the email subject, is this
possible?
Yes. Please email DHL for assistance at
Are all of my DHL accounts automatically available
through DHL MyBill when I first register?
• For AR Manager role: Yes. Once your registration
has been accepted, all related billing accounts
within the Accounts Receivable Group will be
available for management
• For Billing Manager role: No. You will receive a
notification that you must contact the user in your
company assigned as the AR Manager. They will
need to grant access. For additional access
questions, please contact: [email protected]
How do I add accounts to an existing registration?
To add an additional account to an existing one, you can
use the login page’s Sign-up to MyBill function and
register as if it were new registration/account. Additional
accounts set up with an email address that matches an
existing registration will be automatically linked to
previously registered accounts within MyBill. Customers
with two or more accounts should register all of them to
ensure they can see all related billing.
Step 1 Go to https://mybill.dhl.com/login.
Step 2 Click on Sign-up to MyBill icon.
Step 3 Walk through prompted steps.
If you need to register more than 5 additional accounts,
you may submit the list of account numbers and your
existing login info and email address (please, do not
include password) to: [email protected]
How do I change my MyBill password?
In the My Account screen, you can modify your
password, user information and account settings. Go to
the Help screen for further details.
Important note: Changing your password directly via
MyBill will not change your current DHL.com password for
online shipping.
What happens if I forget my password?
If you know the email address your accounts are
registered under, go to https://mybill.dhl.com/login
and click on the Forgot Password link. If you cannot
locate the email address for your existing account,
please contact DHL via email for support:
How do I change the format of the invoice files
sent to me?
Step 1 Go to the My Account screen and scroll
down to the bottom of the page to your list of
registered accounts.
Step 2 Click on the Manage button next to the
account you wish to update.
Step 3 Under Mail Delivery Preference, a drop-down
menu will appear. Choose the desired option.
Step 4 Select the Save button to save your changes.
PAYMENTS
What payment methods are available through DHL
MyBill?
DHL accepts the following forms of payment:
• Credit Card (MasterCard®, VISA®, and American
Express® )
• Debit Cards
Will I receive a payment confirmation?
Yes. A confirmation will be sent to the email address
on file.
Is paying an invoice online secure?
Yes. We use a combination of digital signatures and
current standard encryption to protect all of your
credit card payment details. No one at DHL has
access to your credit card and/or debit card
information.
Do I have to install specific software to be able to
pay through the DHL MyBill system?
No. You just need access to the Internet. Current
versions of most major browsers are supported
(Internet Explorer, Firefox, Chrome, Safari, etc.). If
using Internet Explorer (IE) as your web browser, only
IE 11 or higher should be used.
Is there a limit on the total value of invoices
selected for payment?
Yes. The limit on the total value of invoices selected
for payment is 999,999.98 CAD or a lower limit set by
your card provider.
Are there any additional charges when using the
online payment service?
No. DHL is pleased to provide this service free of
charge.
INVOICES
Where can I view my open DHL invoices?
All open invoices are shown on the MyBill Dashboard:
Open Transactions – shows all unpaid invoices
Disputed Invoices – shows all invoices that have an
open dispute logged against them
Due Now – shows all invoices that are due today or
earlier
Why are the totals on the DHL MyBill Dashboard not
equal to the totals of all the invoices shown?
Only invoices that are due per their current status will
show in MyBill Dashboard totals.
In what formats can I receive my invoices?
Invoices can be downloaded in a variety of formats,
including CSV file (for importing into a spreadsheet
such as in Excel), PDF (ideal for printing or sending as
an attachment) and XML.
Will all of my invoices have additional
documentation?
Invoices that have additional documentation available
will be in DHL MyBill. If you need assistance, contact
DHL at 1-855-616-7344 (Toll Free)
or email [email protected]
How can I download and print a copy of the original
invoice?
For a PDF, let your mouse pointer hover over the
invoice data on the right side of either the MyBill
Dashboard or Archive screens. A PDF Invoice button
will come into view. Click it, and a pop-up menu will
appear at the bottom of screen. To print immediately,
click Open and then use the print function from your
Adobe Reader program.
For alternate formats, select Invoice from either the
MyBill Dashboard or Archive screens by clicking on
the checkbox to the left of the line item. A Download
button will appear above the invoice list. Click this
button and then choose your desired file format. Once
selected, click the Download button on right side of
screen. A pop-up menu will display at the bottom of
the screen. To print immediately, click Open. This will
create a temporary zip file from which you can open
the individual documents and print.
Can I tell who has previously accessed my invoice
or shipment in MyBill?
Yes. Click directly on the Invoice (not the checkbox to
left of line item). You will be directed to the Invoice
screen. Select Invoice History. Here you will be given
detail options.
What happens to my invoices once they’ve been
paid?
Once an invoice has been paid, it will no longer show
on the MyBill Dashboard. It can be found in the
Archive screen.
For more details on how to download the Dispute
Report, go to the Help screen and follow the steps as
described in the Logging a Dispute section.
MISCELLANEOUS
How do I cancel my DHL MyBill service?
Should you wish to cancel your DHL MyBill account,
please contact DHL at 1-855-616-7344 (Toll Free), or
email us at [email protected]
ACCOUNT RECEIVABLES
What is the role of the Account Receivable (AR)
Manager?
This is a level of access that allows the designated user(s)
to act as the administrator for all billing accounts linked to
the same Accounts Receivable Group for a customer.
How do you decide who is the AR Manager?
This role is automatically assigned to the first user
who registers for a billing account within the Accounts
Receivable Group. If you are an existing customer with
a previous registration, the user email address with the
earliest registration date has been set as AR Manager.
Why does my Dashboard show additional accounts?
If your Dashboard shows additional billing accounts, your
user email address has been assigned the AR Manager
role for all accounts which are linked to a specific Accounts
Receivable Group.
I have a credit that I can see in my Dashboard, but
when I attempt to use it to pay my invoice, the system
displays this message: “This document is not ready to
be used for payment…” What should I do?
Please review the posting date of the credit. Credits are
not available for customer use for 5 business days after
posting, to prevent overlapping application with DHL
internal processes.
DISPUTES
How can I dispute a charge on my invoice?
On MyBill Dashboard, select the invoice by clicking on
the checkbox to the left of the line item. A Dispute
button will appear. Click on it. You will be prompted to
enter the details of your query and submit. For step-by-
step instructions on how to log a dispute, go to the
Help screen and follow the steps as described in
the Logging a Dispute section.
How do I know when a dispute has been resolved?
When an invoice is disputed, the status of the invoice
will change to Disputed. Once a dispute has been
resolved, the status will be updated to reflect current
status. You can also select Dispute History and then
select View Dispute to get further details.
How do I view my disputes?
• Select the Disputed Invoices tab on your
MyBill Dashboard screen
• Click on an invoice and then on the Dispute History
tab
• Go to the Reports screen and download the
Dispute Report
.
MyBill User Guide
Contact Details
MyBill
Email: [email protected]
Téléphone: 1-855-616-7344 (Toll Free)
Contact Details (Country)