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Billing Manager allows you to automate rate creation, charging, and invoice management.
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10 Topics
Getting Started
New to Billing Manager? Start here for an overview of how the app works, how to configure invoices and payments, how to connect your accounting software, and how to set up your rate structure.
- Overview and Orientation 3 Articles
- Invoices, Charges & Analytics 4 Articles
- Account and Notification Setup 3 Articles
- Accounting Integrations 2 Articles
- Payment Configuration 3 Articles
- Rates Concepts & Reference 9 Articles
- Rates Setup & Management 7 Articles
Using Billing Manager
Day-to-day guidance for managing customers, invoices, and payments once your account is set up.
- Merchant Portal 1 Articles
- Customer Billing Setup 3 Articles
- Invoicing 2 Articles
- Payment Processing 3 Articles
Best Practices & Troubleshooting
Recommendations for structuring your billing setup and using Billing Manager's reporting tools, plus fixes for common issues like problems with the QuickBooks Online integration.
Receiving Transaction Rates
Rates that apply when receiving inventory into the warehouse, from basic per-unit receiving fees to more advanced configurations.
- Basic Rates 17 Articles
- Advanced Rates 6 Articles
Return Transaction Rates
Rates that apply when processing customer returns, covering both basic and advanced return fee setups.
- Basic Rates 4 Articles
- Advanced Rates 1 Articles
Shipping Transaction Rates
Rates for outbound shipping and order fulfillment, including standard picking and packing fees plus special charges like surcharges.
- Special Charges 3 Articles
- Basic Rates 5 Articles
- Advanced Rates 13 Articles
Transaction Minimum / Markup Rates
Rates that apply a minimum charge or markup to a transaction, ensuring costs are covered regardless of order size.
- Basic Rates 4 Articles
Adjustments & Assemblies Rates
Rates for inventory adjustments and kitting or assembly work performed in the warehouse.
- Basic Adjustment Rates 5 Articles
- Basic Assembly Rates 6 Articles
Storage Rates
Rates for storing inventory in the warehouse, including recurring storage charges.
Recurring Rates
Rates that bill automatically on a set schedule, rather than being tied to a specific transaction.