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Billing Manager
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Getting Started
- Extensiv Billing Manager Overview
- Navigating Billing Manager
- Setting Up Merchant Account in Billing Manager
- Add New User with Billing Manager Permissions
- 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
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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
- 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
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Getting Started
Setting Up Merchant Account in Billing Manager
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.
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Step-by-step guide
To start accepting online payments, you'll need to sign up as a Merchant through our partner, Payrix. Once you've completed this step, your customers can enroll to pay their bills online, receive invoices via our payment portal, and enjoy many more features
- Click Settings on left navigation menu > click Merchant Acct > click Merchant Application.Â
- Add the details about your business, owners, and banking information.
The Annual Processing Volume and Average Transaction Amount are essential details required for underwriting. Providing accurate information to underwriters is crucial to avoid potential problems in the future.
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After creating your merchant account, you'll receive a Success prompt. 
The success prompt only confirms that your account has been sent for underwriting, but it doesn't indicate full approval for processing.
To get fully approved, provide your customer success manager with a copy of the signer's government ID, articles of incorporation or business license, IRS SS-4, voided check, and processing statements. The underwriting team may also request more documents.
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