xChange Wallet and Invoice 101

If you just joined xChange and just started the onboarding process, before you keep reading, make sure to check this related article:

Welcome to xChange 101

In the xChange Wallet and Invoice 101 article, you will learn everything you need to know about payments, the transactions in your xChange Wallet & Invoices. 

How do I get billing details for my transactions on xChange? 

• • In the Wallet, you can see the monthly activity across all your deals. 
  • The transactions are separated by Month. Each month you will see the data displayed in categories, such as Per Diem Credits or Per Diem Charges 
  • You can click on Open Details to see a detailed view for that category as shown below.

How can I export all my transactions?

• • The Balance Activity page allows you to review data from the past six months. 
  • You can use the "Export of Transaction" function located at the top right corner of the Balance Activity page. 
  • This function enables you to select a specific period, ranging from a month to up to 180 days. 
  • An Excel file containing all the billing information for the selected period will be sent to your email facilitating thorough cross-checking of information.
    
    

    

When will the pickup credits be added to my xChange Wallet? 

• • Pickup credits are added to the receiving partner's xChange Wallet once all containers are reported as picked up in the leasing deal.
  • For example, if 5 out of 6 units are reported as picked up, the credits will remain pending until the 6th unit is picked up. Once the final unit is picked up, the credits will be released and no longer pending. These credits will be included in the invoice for the month in which they were released.

How can I request a payout? (New Flow) 

• • Requesting a payout from your wallet for the current month's credits is possible only after the monthly invoice is issued (usually by the 5th of the following month).
  • You can also request a payout to your bank account from the trading deal directly. The option to request a payout will appear after the Release is uploaded.

How can I match my invoices with operational data? (How can I reconcile my invoices?)

• • To match your invoices with operational data, you have three main options:
    

    1. Option 1: Containers tab 

       • Go to the Operations section and click on the Containers tab to view all your containers. 
       • You can use the search bar to quickly locate the container(s) you want to review. 
       • Click on See Invoices to check invoice details.
         
         

    2. Option 2: Use your xChange Wallet 

       • Go to the Wallet section and click on the Balance Activity tab. 
       • Click on the specific month you would like to review. 
       • Click on Open Details on a transaction line you want to review more closely.
       • Find the Container Details link in the last column and click on it.
       • The link redirects you to the Containers tab with all your containers listed.
       • From here on, you can follow the steps from Option 1: Containers tab 
         
         

    3. Option 3: Visit a specific deal page

       • Navigate to the Leasing section and click on the Accepted Deals tab.
       • Open the specific deal you would like to review and click on the Export as Excel button.
       • In the exported Excel file, you can find comprehensive details of the deal including pickup charges, storage fees, per diems, and links to associated invoices.

I need to dispute or update an invoice due to late reporting of Pick-up or Drop-off Data. How does this work? 

• • Make sure to report the Pick-up or Drop-off data to the platform because the wallet is seamlessly integrated with the Pick-up or Drop-off Data within a request. 
    1. Pickup credits are added to the receiving partner's xChange Wallet once all containers are reported as picked up in the leasing deal.
    2. If the containers are not reported as returned/dropped-off, the system will continue to calculate the related fees.
    3. Once the data is reported, the system will automatically refund the overcharged or overcredited amount to the wallet.
       
       
  • If there was some pick-up or drop-off data that was wrongly reported, all you need to do is go to the related leasing deal and tag @support, our customer support team will then amend the data. 
  • When the pickup and drop-off dates are corrected, the wallet will automatically refund the overcharged or overcredited amount to the wallet. All needed actions have already been completed. Please check it in your wallet.
  • Modifying previously issued invoices is not possible. If unit-related information is provided after an invoice has been issued, any necessary corrections or adjustments will be incorporated into the next monthly summary invoice you receive from us.

Articles that we recommend you read ⬇️ 

Wallet

• What is the xChange Wallet and how do I access it?
• Where can I find my Account Statement?
• What are Pending Credits?
• How can I add funds (top-up) to my xChange Wallet?
• How do I add a credit card?
• How much money can I receive as a payout from my xChange Wallet?
• I have a negative balance in my wallet, where is this coming from?

Invoice

• How do xChange invoices work?
• How do I find all the invoices for a container in a specific deal?
• How can I pay invoices? Can I pay from within the wallet?
• Where can I find Container xChange's bank account details and available currencies to complete a transfer?
• I paid all my invoices but my balance is still negative, why?

Leasing Transactions 

• Where can I find my PUC (pick-up charge) invoice?

Trading Transactions 

• When will the seller receive the payment of a Trading deal (pick up and gate buy)?
• Where can I find the invoice of a trading deal? (Invoices section)
• Can I make a single payment for multiple invoices? Can I pay for a specific trading deal?

xChange Charges and Transactions

• List of charges and transactions in Container xChange