Billing Manager

Updated on October 7th, 2024

  • Extensiv Hub
    Popular Articles Getting Started Using Hub Technical Issues & FAQs
  • 3PL Warehouse Manager
    Receiving Operations Inventory Management Shipping Operations System Configuration Scanning Operations Integrations Content Best Practice Resources Release Notes Popular Articles Troubleshooting Guides
  • Warehouse Management
    Getting Started Admin Console Shipping Order Picking & Packing Receiving Customer Portal Cycle Counting Kit Building Managing Users Barcode Scanner Import/Export Integrations Barcoding Wave Picking Bin Move Mobile Receiving and Picking Settings Popular Articles Reporting
  • Order Management
    Dashboard Orders Inventory Purchase Orders Shipments Customers Products Analytics Settings API API Integrations Accessing and Navigating Order Manager Error Messages Order Manager Popular Articles Accounting Integrations
  • Integration Management
    Getting Started with Integration Manager General Support Troubleshooting Extras & Addons API Documentation Popular Articles Order Sources Order Destinations
  • FAQs
  • Support
  • Network Manager
    Getting Started Order Routing Management Technical Issues Shopping Carts Settings Settings, Products, and Orders
  • Release Notes
    Extensiv Sandbox Extensiv Hub 3PL Warehouse Manager Integration Management Warehouse Management Order Management Billing Manager
  • Billing Manager
    Getting Started Using Billing Manager
  • Recent Articles
    3PL Warehouse Manager Billing Manager Integration Manager Extensiv Hub
  • Fulfillment Marketplace
    Getting Started
  • Sandbox
    Getting Started
+ More
Participate in our Help Center User Experience Survey to shape its future enhancements. It's quick, under 5 minutes, and your feedback is invaluable.
  • Help Center
  • Billing Manager
  • Using Billing Manager
  • Invoice
  • 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
      • 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
        • Special Charges
            • Creating a Custom Rate to Implement Unique SKU-Based Promotional Insert Fees for Your Customers
            • Creating Customized FBA Prep Fees for Customers Including Carton Labeling
            • Creating a Special Charge for Will Call Fees
          • 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
      • Transaction Minimum / Markup Rates
          • Creating a Transaction Minimum Receiving Rate
          • Creating a Transaction Markup Shipping Rate
          • Creating a Category Markup Rate for Handling Based on Item Classification
          • 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
    • Invoice
        • 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)
    • Best Practices
        • Best Practices: Avoiding Webhooks for Billing in 3PL Warehouse Manager
        • Best Practices: Aligning Your Billing Structure with Billing Manager

Setting Up Convenience Fees

A Convenience Fee is an additional charge designed to cover the cost of accepting payments via credit card or eCheck (ACH). Third-party logistics (3PL) providers have the flexibility to configure the amount and type of convenience fees. 

Currently, enabling or disabling the convenience fee for individual customers is not supported. This feature will be included in future releases.

 

Step-by-step guide

  1. Go to Settings > General Settings. 
  2. In the ‘Convenience Fees’ section, click Edit.
  3.  Choose the payment types for which you want to charge convenience fees. You may select both.

    Rules and Laws

    Prior to implementing a convenience fee, ensure compliance with all relevant card brand rules and applicable laws.

     
  4.  Set the fee amount for each payment type, adhering to the limits below:

Limits

  • Credit Card payments - maximum of 4%
  • eCheck (ACH) payments - maximum of 2% or $100, whichever is lower.
  1.  Click Save to apply the changes.

Modifying the rate or amount of convenience fees per customer is not an available option. 

 

 




 

processing fees convenience fees

Was this article helpful?

Yes
No
Share additional feedback about this article

Related Articles

  • Company Time Zone Setting
  • Setting Up Shipedge
  • Setting Up Shopping Cart Fulfillment

Not finding the help you need?

Contact Support
Solutions
  • Solutions for Brands
  • Solutions for 3PLs
  • Solutions for 4PLs
  • Solutions for B2B
Products
  • Extensiv 3PL Warehouse Manager
  • Extensiv Warehouse Manager
  • Extensiv Order Manager
  • Extensiv Integration Manager
  • Extensiv Network Manager
Products
  • Customer Success
  • Implementation
  • Consulting
Ecosystem
  • Fulfillment Marketplace
  • Integrations
  • Partners
  • Become a Partner
Resources
  • Resource Library
  • Blog
  • Market Insights
  • What is a 3PL?
  • What is a 4PL?
  • What is a WMS?
  • Why a Cloud-based WMS?
  • Glossary
Help
  • Help Center
  • API Documentation
  • Extensiv Univerisity
  • Community
  • System Status
  • Extensiv Logo
  • 100 N Pacific Coast Hwy, Suite 1100, El Segundo, CA 90245
  • |
  • Contact Us:
  • 83-EXTENSIV 888.375.2368 (main)
  • |
  • 310.844.7570 (local)
  • Copyright © 2023 Extensiv
  • |
  • All rights reserved.
  • Privacy Policy
  • |
  • Terms of Service
  • Follow Us:
Expand