Overview

Extensiv offers two billing solutions:

• Billing Manager – The current platform and long-term direction, focused on automation, scalability, and integrated financial operations.
• Billing Wizard – A legacy billing platform that remains available for customers who rely on existing configurations and specialized reporting workflows.

Billing Manager is actively evolving to unify billing workflows while improving visibility and ease of use.

Billing Manager: The Current Platform

Billing Manager is designed to simplify and standardize billing operations while supporting growth and automation.

Current capabilities

Today, Billing Manager allows you to:

• Automatically generate charges based on warehouse activity
• Manage the invoice lifecycle from draft to publish and accounting sync
• Accept and track customer payments within a single platform
• Provide customers with access to invoices and payment history through a self-service portal
• Configure billing rates across customers and billing scenarios
• Synchronize billing data with accounting systems in near real time

Billing Manager is the recommended platform for customers adopting new billing workflows and for future enhancements.

Billing Wizard: Legacy Platform

Billing Wizard is an earlier-generation platform that continues to support specific use cases.

Billing Wizard is typically used for:

• Highly customized or legacy reporting workflows
• Established storage billing configurations
• Detailed transaction-level visibility within the Warehouse Management System. 

While Billing Wizard remains available, new billing functionality and improvements are focused on Billing Manager.

Storage Billing: Current Experience

Recurring storage billing is fully supported today using a combined approach:

• Storage billing configuration and validation continue through existing workflows
• Billing Manager manages:
  • Invoice creation
  • Customer invoice visibility
  • Payment collection

This approach maintains continuity while storage billing capabilities continue to expand within Billing Manager.

Reporting and Data Access

Billing Manager provides standardized reporting to support billing and financial workflows.

Available reporting includes:

• Transaction-level exports filtered by customer, warehouse, and date
• Invoice exports with detailed charge information
• Payment reports aligned with financial reconciliation processes

For advanced or highly customized reporting needs, many customers export billing data or use APIs to integrate with third-party reporting tools.

Current Considerations

As Billing Manager continues to evolve:

• Reporting formats are standardized rather than fully customizable
• Some workflows may span multiple tools depending on configuration
• Data access is optimized for operational and financial use cases, with continued improvements underway

What’s Next for Billing Manager

Extensiv is actively investing in Billing Manager to deliver a more unified billing experience. Upcoming focus areas include:

• Enhanced reporting and data accessibility
• Expanded visibility into billing activity across systems
• Continued improvements to storage billing workflows
• Additional customer-facing reporting options
• Ongoing enhancements to tax handling and compliance support

These improvements are part of a broader effort to provide customers with a more unified, scalable, and easy-to-use billing experience.