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Using Billing Manager
- Merchant Portal
- Customers
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Rates
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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
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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
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Shipping Transaction Rates
- Special Charges
- 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
- Storage Rates
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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
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Understanding Rates
- Charges
- Invoices and Payments
- Best Practices
- Settings
Setting Up Email Notifications For Your Customers
This article is about the Billing Manager app, not the Billing Wizard in 3PL Warehouse Manager. To learn about the Billing Wizard, please refer to the articles in the Billing Setup.
The email notification feature enables you to send automated emails to customers regarding the following events:
- Invoice is Published
- Invoice due in 15 days
- Invoice due in 10 days
- Invoice due in 5 days
- Invoice due today
- Invoice is overdue
- Payment received
How-to guide
- Open Billing Manager.
- Navigate to Settings > Notifications > For your customers.
- Select a customer by clicking the dropdown arrow.
- Identify the type of event from the list that you want your customers to receive. Then, click the pencil icon on the right side of each event to add recipients for the notification.
- Add recipients by either selecting existing email addresses or manually typing the email address.
New recipients will not get updates on any invoices that have already been published.
- Click Save.
Sample Emails
Below are some examples of emails that your customers will receive.
Updating company name in the email body
The email notification captures the company name, as shown in the image above. It is used to indicate who the email is from when your customer receives it. This information is pulled from the name set in Company info settings page.
It is a best practice to update this field so your customers have a clear understanding of who it is from and avoid confusion for recipients.
- Go to Settings > Company Info.
- Click Edit to update the company name.
- Click Yes in the Edit Company Info alert.
- Click Save.
Updating sender's name
These steps will update the sender's name that appears in your email notifications to customers, specifically in the 'From' field of the email. Note that email notifications are sent from a non-deliverable email address.
- Navigate to Settings > Company Info.
- Click Edit.
- Click Yes in the Edit Company Info alert.
- Go to the Notification settings section.
- Update the sender's name as desired.
- Click Save.