Overview

Billing is crucial for 3PL providers to remain profitable. However, with numerous daily warehouse transactions, it can be challenging to account for all activities and bill them to customers accurately. To simplify this process, Extensiv Billing Manager offers automated rate creation, charge management, and invoice management. It allows for custom rate creation and automated per-customer billing. Global rates and rate sheets streamline setup and ongoing maintenance. Enhanced charge and invoice management provide seamless charge review and simplified invoicing with transparency and ease of use for customers.

Key Benefits

• Saves time: Extensiv's system is user-friendly, flexible, and allows customers to view their invoices and pay bills within one app, reducing billing time by up to 75%.

• Increases profit: Automated charges per customer and minimized mistakes and underbilling help 3PL providers meet SLAs and financial goals, capturing an average of 3% more monthly profit with accurate billing.

• Enables revenue growth: Extensiv Billing Manager captures all billable events, allowing 3PL providers to grow and recognize higher profits. On average, customers have increased recurring revenue by up to $15,000.

Pricing

There is no additional cost for existing 3PL Warehouse Manager customer. You will only need to sign up for a merchant account to use payments and invoicing.

Accessing Billing Manager

1. Log in to Extensiv Hub.
2. Select the appropriate organization if you have multiple organizations.
3. Choose Billing Manager from the list of applications. If you can't find Billing Manager, it means that you don't have access to this product. Ask your admin to grant you access.
   

Navigating Billing Manager

When you open Billing Manager from Extensiv Hub, you'll see the Billing Manager landing page, which includes a left navigation menu with several items that may or may not be visible to you, depending on your role permissions:

• Settings: includes all Organization-level settings for Billing Manager, where you can manage your merchant account and default invoice settings.
  • Invoice Settings: provides the default level settings for invoicing. 
  • Merchant Acct: gives access to your Merchant Account for online payments.
  • Company Info: captures your company details including address, contact information and company logo.
• Users: lists all the users who have access to Billing Manager, where you can update a user's assigned role.
• Roles: shows the types of available roles, and you can create a role and assign permissions as needed.
• Rates: includes global and custom rates, where you can also create rates and rate sheets.
  • Rate List
  • Rate Sheets
    
    Note: you can filter the rates created by category i.e., Shipping, Receiving, and Adjustments
    
• Customers: contains information about your customers, where you can create new customers and configure their billing.
• Charges: lists all charges for all customers, where you can review charges and approve them for invoicing.
• Invoices: contains all invoices for all customers, where you can review invoices and publish them for customers to view and pay.