Billing Manager

Updated on October 9th, 2025

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  • Billing Manager
  • Getting Started
  • Billing Manager
    • Getting Started
        • Extensiv Billing Manager Overview
        • Navigating Billing Manager
        • Setting Up Merchant Account in Billing Manager
        • Add Billing Permissions to a Role
        • Setting Up QuickBooks Online (QBO) and Billing Manager Integration
        • Setting Up QuickBooks Desktop (QBD) and Billing Manager Integration
        • Granting Customers Access to Billing Manager
    • Using Billing Manager
      • Merchant Portal
          • Accessing Merchant Portal
          • Merchant Portal Support
          • Creating User Accounts in Merchant Portal
          • Navigating Merchant Portal
      • Customers
          • Adding a New Customer
          • Configure Billing Manually for a Customer
          • Updating Customer's Primary Bill-To Address
          • Configuring GL Account Numbers
      • Rates
        • Understanding Rates
            • Understanding Global Rates vs Custom Rates
            • Creating, Duplicating, and Deleting a Rate
            • Understanding Default Assigned Rate vs Assigning Rate per Warehouse Facility
            • Assigning Rates and Rate Sheets to a Customer
            • Understanding Standard vs Volume Tiering
            • Understanding Count vs Count Less Other UOMs
            • Creating a Rate Sheet
            • Count Less Other UOMs (Unit of Measures) Pre-Condition
            • Understanding the Use of Movable Units as Counting Units in Rate Creation
            • Common Terminologies in Rate Creation
            • Reassigning Rate Sheet from Customer Settings
            • Understanding Units of Measure (UOM) Count Rate
            • Unassigning a Rate From a Customer
            • Duplicating a Rate Sheet
        • Return Transaction Rates
            • Creating a Rate for Return Fee
            • Creating a Rate for Returned Primary Units on a Tiered Unit Basis
            • Creating a Custom Rate for a Return Process of a Specific Customer
            • Creating a Rate for Returning Packages
            • Creating Rates to Charge for a Partial Pallet Based on Movable Unit Type
        • Receiving Transaction Rates
            • Creating a Rate for After-Hours Receipt of Devan Inbound 20' Containers
            • Creating Rates for Inbound Devanning: 20', 40', and 45' High Cube Containers (Multiple Conditions)
            • Creating a Rate for Inbound Receiving Excess Weight Fee
            • Creating a Rate Based on Unique Lot IDs
            • Creating a Rate Based on Unique SKUs Shipped
            • Creating a Rate Based on Unique Location
            • Creating Rate Based on Quantity of Lot with Volume Tiered Rate
            • Creating a Rate Based on Quantity of Location with Standard Tiered Rate
            • Creating a Rate for Storage Upon Receipt per Carton Using a Split Rate
            • Creating a Smart Rate for Devan Inbound 20’ Container
            • Creating a Standard Warehouse Inbound Receipt Rate
            • Creating a Weekend Receipt Charge Rate
            • Creating a Rate for Inbound Pallet Fee Based on the Number of Pallets
            • Creating a Rate to Charge for a Partial Pallet Based on Movable Unit Types
            • Creating a Rate for Primary Unit vs Packaging Unit vs Pallet
            • Creating a Rate for Inbound Pallets with Multiple Movable Unit Types: Rounding Up Movable Units by Quantity
            • Creating a Rate for Movable Units Based on the Number of Pallets
            • Creating a Rate for Storage Upon Receipt by Movable Units Using a Split Rate
            • Creating a Rate Based on Total Weight
            • Creating a Rate for an Inbound 20' and 40' Floor Loaded Containers Based on Carton Count
            • Creating a Standard Tiered Rate for Each Pick
            • Creating a Rate for Inbound Pallet Fee based on Unique Movable Unit
            • Creating a UOM Count Rate for a Receipt or Shipment
        • Shipping Transaction Rates
            • Creating a Rate for Order Processing Fee
            • Creating a Package Materials Fee and Small Parcel Shipping Label Fee
            • Creating a Handling Oversized Shipment Surcharge Rate (Over 40 lbs)
            • Creating a Shipping Oversized Pick Surcharge Fee (Over 20lbs)
            • Creating an FBA Prep Carton Label with Standard Tiered Fee
            • Creating a Rate for Pick-and-Pack Fee with Amazon Item Classification
            • Creating a Fragile Package Handling Rate
            • Creating a Promotional Rate Based on SKU for a Specific Customer
            • Creating a Rate for an Outbound Pick Fee with a Minimum Base Charge
            • Creating a Pick Fee Rate Based on Business to Business Order
            • Creating a Minimum Order Charge Rate Based on Total Weight
            • Creating an Inner Case Pick Rate Using Standard Tiering
            • Creating a Base Charge Rate for Less Than Truckload (LTL) Orders Going to Various Retailers
            • Creating a Base Charge Rate for Orders That Exceed 5 Cartons Shipped
            • Creating a Case Picking Rate Using Volume Tiered Fee
            • Creating a Rate for an Outbound Picking Fee Based on Individual Units
            • Creating a Rush Fee Rate
            • Creating a UOM Count Rate for a Receipt or Shipment
            • Creating a Rate Based on Shipping Destination
        • Transaction Minimum / Markup Rates
            • Creating a Transaction Minimum Receiving Rate
            • Creating a Transaction Markup Rate
            • Creating a Category Markup Rate for Handling Based on Item Classification (Smart Rate)
            • Creating a Category Minimum Receiving Handling Rate
        • Storage Rates
            • Confirming Recurring Storage and Reviewing in Billing Manager
        • Warehousing Services / Adjustments / Assemblies Rates
            • Creating a Tiered Rate for Adjustments per SKU
            • Creating a Tiered Rate for Adjustments Counting Total Quantity
            • Creating a Tiered Rate for Assembly Kitting Component Fee (Total Count)
            • Creating a Rate for Adjustment by Unique Location
            • Creating a Rate for an Adjustment Based on Total Volume
            • Creating a Rate for Assembly Kitting Component Fee by SKU
            • Creating a Custom Rate for Adjustments per Unique SKU
            • Creating a Tiered Rate for Assemblies (Total Kits Fee)
            • Creating a Rate for Total Kits Created in an Assembly Using Volume Tiering
            • Creating a Rate for Total Kits Created in an Assembly Using Standard Tiering
            • Creating an Assembly Per Kit Fee Rate with a Minimum Charge
          • List of How-to Guides for Creating Rates
      • Charges
          • Understanding Charges
      • Invoices and Payments
          • Understanding Invoices
          • Setting Up Payments per Customer
          • Invoice Numbering Settings
          • Using Automatic Invoice Generation
          • Setting Up Convenience Fees
          • Processing Payment Using the Accepted Payment Method
          • Setting Up Payment Wallet (3PL Customers)
          • Processing Payment (3PL Customers)
          • Updates in Invoicing Process
      • Settings
          • Setting Up Email Notifications For Your Customers
          • Setting Up Email Notifications For Your Organization
      • Analytics
          • Understanding Billing Analytics
    • Best Practices
        • Best Practices: Avoiding Webhooks for Billing in 3PL Warehouse Manager
        • Best Practices: Aligning Your Billing Structure with Billing Manager
    • Troubleshooting Guides
        • Troubleshooting Billing Manager and QBO Integration

Granting Customers Access to Billing Manager

 

User Management is now managed in Extensiv Hub. See our articles on Creating a New User in Extensiv and Modifying and Deleting a User Account in Extensiv. 

 

Update the Customer User role

  1. Log in to Extensiv.
  2. Go to Roles. Then, select Customer User.
  3. Review enabled permissions for this role. If no Billing Management Admin Access is added, click Edit. 
  4. Select the Billing Management Admin Access. 
grant customer access to billing customer access to billing

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