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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 QuickBooks Online (QBO) and Billing Manager Integration
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.Â
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- Â In Extensiv Hub, open the Accounting Integration.Â
- Click on the Setup Integration button of the Extensiv Billing Manager and Quickbooks.Â
- Create a name for this integration.
- Connect your Extensiv Billing Manager account by clicking Add New Extensiv Billing Manager Account. Then, click Connect Now to establish the connection.
- Connect your  Quickbooks account by clicking Add New Quickbooks Account.Â
- Enter the Account Name of your QBO account. You can give any friendly nickname to the account.Â
- Click Connect Now.Â
- In Quickbooks, select a company you wish to connect with this integration. You will be prompted to log in first if you are not logged in yet.Â
- After connecting both accounts, click on Click to Proceed to fetch the options for the mapping fields from Extensiv Billing Manager and your Quickbooks account.
- Choose default values.
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QuickBooks Default Invoice Service Item - This ensures any potentially unmapped services have a place to land in QuickBooks when publishing invoices.
- QuickBooks Default Invoice Tax Code - Not required.
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QuickBooks Default Invoice Service Item - This ensures any potentially unmapped services have a place to land in QuickBooks when publishing invoices.
- Choose an Invoice Sync Start Date. This allows any Billing Manager invoices that you have published in the past to sync to your QuickBooks account.Â
- Choose the Extensiv Billing Manager Enabled Fields.
- Transaction Types
- Charge Categories
- Click Save Mapping.Â
- Map all the fields one by one according to your requirements.
- Extensiv recommends mapping transaction types and charge categories to your products and services in QuickBooks Online before attempting more complex mappings.
- Ensure each additional field used in the mapping has a corresponding input in all mappings created. For instance, if you create classes for one mapping, you should assign all mappings to a class.
- If transaction types and charge categories do not provide enough detail for mapping revenue to your chart of accounts in QuickBooks Online, you can include the charge label in your mappings.
- You can multi-select for each mapping field (warehouse, class).Â
Example:
Wh12. When complete, click Save Mapping.
Flows
Once the setup is complete, you will be taken to the Integration Flows page, which outlines the supported flows within the connector. Here, you can toggle the flow you wish to activate or deactivate for use in the connector.
When the setting is enabled, the system will require some time to process or retrieve the necessary data to prepare the account or connection for use.
Connection/ConfigurationsÂ
View the accounts connected and update the configurations as desired.Â
Logs
This tab displays the synchronization status of invoices that are set to transfer from the Billing Manager to QuickBooks. You can monitor the status of invoices here, whether they are pending, processing, or if there are any errors.
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