Unique user profiles allow brokers, consignees, or another 3rd-party to review unpaid fees and pro-formas for containers or bills of lading. These users have limited access to Octopi, allowing them to login securely and quickly locate the Payment Portal.
Watch a video
Note: The interface and available options in your organization's account may appear slightly different than this video recording. This depends on your configuration, enabled permissions, and any recent updates to the appearance of Octopi.
Note: Terminal Administrators must have already approved the payer user registration with the terminal organization. Follow the detailed steps in our Inviting new users guide to invite payers to create their own terminal-managed user account.
Users that will only access the Payment Portal only require the Payment Portal permission to be enabled for their role.
Before you begin
If you do not have a unique Octopi login, first contact the terminal to invite you to sign up. When you receive the invitation email, click the unique URL and fill in the form with the most accurate information. Be sure to store your user and password in a secure place.
Once your access is approved by a terminal administrator, you will be notified via email.
Note: The payment portal results are currently based on the container consignee. This means that all tariffs that are applied to create the pro-forma or invoice are only those that apply to the container consignee.
Accessing the Payment Portal
Log in to Octopi. Click Invoicing in the Main Menu, and select Payment Portal in the menu panel.
Set the type of numbers you are searching: Container Number or Bill of Lading. In the text field you may enter up to 10 bills of lading or 50 container numbers. Separate numbers with a space, comma, or new line.
Once you entered your list, click Search.
Viewing payment portal results
The payment portal will display search results as a detailed list of pro-formas, including information about the containers, voyages, and the estimated cost of associated fees.
You can click the Hide Blank Proformas button to hide pro-formas that don't have charges affecting the total. This can help to consolidate and declutter your view. To include blank pro-formas again, simply click Show Blank Proformas.
Each search result is a pro-forma invoice per container, plus any Terminal Services applied to the container. The tariffs applied in to the pro-formas in the payment portal search results are only the tariffs that apply to the container consignee.
A pro-forma invoice displays tariffs generating charges for the following events for each container:
- Container unloading
- Gate moves
- Storage days (Reefer or Dry)
The combined amount currently owed at the time the search results are pulled will display in the upper right corner.
Each search result will display with either a red or green border.
Paying owed fees
At this time payments are not transferred through the Octopi Payment Portal. You can contact the terminal to inquire about their preferred payment methods.