How to complete and submit a Vendor Credit Card form

To obtain the required credit card form, go to: https://www.sharefile.com/support/request.

The credit card form is not available on this page – it can only be obtained from ShareFile Customer Support.

Once you have downloaded the form from the secure link sent to you by a customer support representative, open it on your computer and complete all necessary fields. Save your updated form.

Note: Citrix Account Number

The “Citrix Account Number” required on the credit card form is the “Sold to Customer No.” in the Information Details section of your Invoice.

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Once the form is complete, please use the link at the bottom of the form to access a secure upload page.

Uploading the Credit Card Form

1. You will be prompted for your first name, last name, company name, email address, last four digits of the credit card being used, and the invoice amount.

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2. Next, upload the credit card form. Click the Choose File button and select the Invoice file from its location on your computer.

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3. Once you have added your file, click the Upload Files button to begin the upload. Upload time may vary depending on the speed of your internet connection.

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4. When the upload is complete, you will receive a confirmation message as well as a confirmation email to the address you provided in the information fields presented earlier in these steps.

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American Express Taps Hyperledger Blockchain for Rewards Program Revamp

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American Express has deployed Hyperledger’s blockchain technology to make its Membership Rewards program more versatile, marking the first application of blockchain technology to a major U.S. financial services loyalty program.

Under the revamped program, merchants will be able to create Membership Rewards offers on their own platforms to engage customers and at the same time offer card members more opportunities to earn points.

Rewards On Select Products

American Express is partnering with Boxed, an online wholesale retailer, on a pilot promotion for Membership Rewards enrolled members. Members can earn 5X Membership Rewards points for select products and brands.

American Express will initially provide rewards points to Boxed customers for Cheerios cereal, Planters nuts, Dove soap and a few other items, according to the Associated Press. American Express plans to make the program available to nearly all merchant partners in the coming months.

The technology has helped to target individual items, which in the past has proven challenging since merchants’ inventory systems differ from one another. Hyperledger blockchain technology enabled American Express to solve the problem so that merchants and American Express can create product-targeted offers.

More Versatile Promotions

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Amex’s new blockchain rewards program will allow merchants to create rewad campaigns for individual products. | Source: Shutterstock

Chris Cracchiolo, who oversees Membership Rewards at American Express, said merchants can develop programs based on time of day and day of week by encouraging the customer to download the merchant’s app. Merchants will have significantly more ways to reward customers.

While customers could be targeted for an offer based on spending behavior at a particular merchant under the Amex Offers program in the past, these offers could not target specific products.

Because American Express owns and manages the blockchain technology, merchants incur minimal setup time to participate in the program. American Express can get merchants’ offers up and running in weeks rather than months.

Also read: American Express wants “full advantage of blockchain,” joins open-source Hyperledger project

How It Works

A private channel on the company’s blockchain will allow merchants to send and receive information securely. The merchant will have control over the offers they wish to market, and they will be able to create custom Membership Rewards offers and designate SKU level bonuses.

American Express will have full visibility of the offers on the blockchain and will ensure the promotions conform to its brand values and merchant agreements.

Once the offers are available to customers, the smart contract will automatically send the anonymized transaction to American Express on the private blockchain. American Express will identify the card member and issue them their rewards points.

American Express will work with merchants to create the smart contracts for the offers.

The credit card giant is a premiere Hyperledger member, along with Deutsche Bank, JPMorgan, IBM, Intel, Baidu and Accenture.

Marc Gordon, American Express information chief and vice president, said the company wants to take full advantage of blockchain to deliver innovative products for customers and partners when it joined Hyperledger.

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AmEx starts using Hyperledger Blockchain for its rewards program

American Express, one of the world’s largest financial services company popular for their Charge cards and Credit cards will now be using Blockchain to power their rewards program. AmEx has piloted a program which will allow merchants to reward customers for specific actions or purchases. This system will run on the open-source hyperledger blockchain and online merchant Boxed will be the first to make use of it.

Currently, credit card companies have been able to reward users when they spend at particular types of merchants with the merchant code. However, with the new system AmEx has deployed, merchants will be able to reward users when they pay for specific items.

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With the help of Blockchain technology, AmEx will be able to easily track specific purchases made by users and partner with merchants to better promote products. The merchant may use this to promote a slow moving product in their store by bundling it with a reward.

Beyond specific items, the new product can also be used to promote specific customers and time periods. Merchants may use it to promote a product by offering rewards to everyone who’s purchased it before. Alternatively, merchants can also choose to give offers at specific times and increase footfall.

Chris Cracchiolo, head of Membership Rewards program for AmEx said “They can create programs based on a time of day, day of the week, by incentivizing a customer to download their app. The number of ways merchants can reward customers with Membership Reward points will be exponentially increased.”

This is not the first time American Express has shown interest in blockchain. Last year, the company filed a patent to store all the data from rewards program on the blockchain for faster access to data. Late last year, the company also teamed up with Ripple Payments Network to test out cross border payments using blockchain.

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Common Questions Related to Billing FAQs

This article answers some common questions related to Billing matters.

Contents (click a link to skip to that section)


Invoice Billing Notification Sent on 2/21/17

If you are an Administrator user on a ShareFile account utilizing Invoice billing, you may have received an email from reply@sharefile.com about upcoming improvements to the Invoice billing experience.

Click here to view an article discussing those improvements in greater detail.

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When Does Billing Occur?

Billing cycles vary by country, please reference your location below for specific billing information:

For Customers Located Outside of the UK & Germany:

Billing cycles for locations outside the UK and Germany will start on the 1st of the month. ShareFile will prorate your first charge based on the number of days left in the current month and your billing cycle. All subsequent charges will be billed on the 1st of the month based on your billing cycle. In the event of account cancellation, you will not be billed further.

Fees for extra services or features, such as additional employee licenses, will be billed at the time of the order. You will initially be charged a prorated amount for the upgrade based on the number of days left until your regular billing date. Subsequently, you will be billed for all subscription charges on the normal billing date for your account. If you choose to cancel the extra features after your card has been billed for the month, you will not be reimbursed for the days you did not use the features. If you believe ShareFile has billed you incorrectly, you must contact ShareFile no later than 60 days after the closing date on the first billing statement in which the error or problem appeared, in order to receive an adjustment or credit. Inquiries should be directed via phone or email at support@sharefile.com

For Customers Located in the UK and Germany

All billing cycles will start on the day of your order and you will continue to be billed on this same day each month on an ongoing basis. If a month is shorter in duration than your typical billing date, your account will be billed on the final day of that month. In the event of account cancellation, your account will continue to be active through the final day of your current billing cycle and you will continue to have service through this date. Your subscription will not renew following the end of your current billing cycle.

Fees for extra services or features, such as additional employee licenses, will be billed at the time of the order. You will initially be charged a prorated amount for the upgrade based on the number of days left until your regular billing date. Subsequently, you will be billed for all subscription charges on the normal billing date for your account. If you choose to cancel the extra features after your card has been billed for the month, you will not be reimbursed for the days you did not use the features. If you believe ShareFile has billed you incorrectly, you must contact ShareFile no later than 60 days after the closing date on the first billing statement in which the error or problem appeared, in order to receive an adjustment or credit. Inquiries should be directed via phone or email at support@sharefile.com

Change Credit Card Information

Account administrators or an Employee user with the “Edit Billing Information” permission can modify billing information from within the ShareFile web app. To do so, access Admin Settings > Billing > Edit Billing Info (users that have not been updated to the New ShareFile can do so using the Admin link in the navigation bar, then selecting Edit Billing Information in the sidebar.)

When modifying your billing information, you must re-enter your Credit Card information even if certain numbers/values have not changed.

Your credit card information can also be updated by phone.

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Modify a Billing Plan

ShareFile offers invoice billing to accounts on annual billing cycles. Monthly, quarterly, and annual cycles are available.

To change your billing plan, access Admin Settings > Billing > Request Plan Changes (users that have not been updated to the New ShareFile can do so using the Admin link in the navigation bar, then selecting Edit Request Plan Changes in the sidebar.)

If you wish to switch to invoice billing, please contact ShareFile Support. Only employee users with the request plan changes permission can alter your billing plan.

Modify my ShareFile Plan

Only account administrators or users with the request plan changes permission may perform this action. To change your billing plan, access Admin Settings > Billing > Request Plan Changes (users that have not been updated to the New ShareFile can do so using the Admin link in the navigation bar, then selecting Edit Request Plan Changes in the sidebar.)

Select the plan type you wish to use, and enter the amount of licenses you wish to add. Your billing estimate will be indicated at the bottom of the screen. You may also enter your billing information in this menu if converting from a trial to a paid account. Click here for a detailed list of ShareFile plan types and the features available to each.

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Once you have requested a plan change, ShareFile support will review your request and email the billing contact on the account a confirmation of the changes. Fees for extra services or features, such as additional employee licenses, will be billed at the time of the order. You will initially be charged a prorated amount for the upgrade based on the number of days left until your regular billing date. Subsequently, you will be billed for all subscription charges on the normal billing date for your account. If you choose to cancel the extra features after your card has been billed for the month, you will not be reimbursed for the days you did not use the features.


View or Print Receipts and Billing Notifications

To view or print receipts or sign up for Billing Notifications, access Admin Settings > Billing > Receipts and Billing Notifications (users that have not been updated to the New ShareFile can do so using the Admin link in the navigation bar, then selecting View/Print Receipts in the sidebar.)

This link will only be available after your first billing and can only be accessed by employee users who have the “View Billing Receipts” and “Access Account-wide Reporting” permissions. This section will store all receipts for the entire length of your account.

There is an option to receive an email notification every time your account is billed and you can turn it on by selecting the check box for Send email notification when my account is billed. Select the check box and then click Add additional recipients to add a user that will receive Billing notifications.

Note – The Add Additional Recipients function is only available for accounts that pay via Credit Card. If you pay for your account via invoices, please contact ShareFile Customer Support to arrange for additional billing notification recipients.

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Bandwidth

Bandwidth is a measure of the total data transfer activity on an account. Every time a file is uploaded or downloaded using your ShareFile account, bandwidth is used. Bandwidth is recorded on your account for any downloads, both complete or incomplete. Uploads count toward your bandwidth if they have been completed. Bandwidth resets to zero on the first of every month. Bandwidth and Storage can be checked in the Admin section of your ShareFile account.

If you exceed your monthly bandwidth, you will be charged a small overage fee to cover the amount of bandwidth used. When you reach 80% of your bandwidth limit for the month, a notification email is sent to the billing contact on your account warning that you are approaching your bandwidth limit. Another notification is sent when you reach 100% of your account’s bandwidth limit. If you exceed your bandwidth limit for the month, your account will continue to function and employees/clients will still be able to upload/download files without interruption. At the end of the month, your bandwidth overage will be totaled and you will be charged a per megabyte usage fee. Please note that the fee is dependent on your plan level. You can also purchase additional bandwidth on your plan, which is more cost-effective than the overage fee. You can purchase additional gigabytes of bandwidth to your account by accessing Admin Settings > Billing > Request Plan Changes.

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