Billing Manager is designed to streamline the initial setup and configuration, as well as to make it easier to update and maintain customer configurations. 

Global Rates act as a master charge configuration that can be used across multiple customers. If a Global Rate is changed, then the change will be applied to all customers that use the Global Rate. To learn more about Global Rates, please read our article on Understanding Global Rates vs Custom Rates. 

Utilizing Rate Sheets is the best way to streamline the setup of your billing structure. Rate Sheets provide a way to aggregate multiple Global Rates, which can then be assigned to one or many customers with a few clicks. To learn more about Rate Sheets, please read our article on Creating a Rate Sheet. 

Best Practices

1. Charges may be categorized into the types of businesses that you service. Omni Channel fulfillment 3PLs may want to separate charges  into several rate sheets, such as:

• B2B (Business-to-Business)
• B2C (Business-to-Consumer)

2. You can also further divide rate sheets for each type of business into Standard Charges, which all such customers use, and Special charges, which only a subset of customers might use:
   
   Examples:

• B2B Standard Rates
• B2B Special Rates
• B2C Standard Rates
• B2C Special Rates

3. Additionally, all customers who are invoiced using the same (charging methods)  and the same fee amounts may use one Rate Sheet. While a subset of customers that are invoiced using the same rates (charging methods) however the fee mounts are different, and may use a separate rate sheet.

Examples:

• B2B Standard Rates-Static Charge Amounts
• B2B Standard Rates-Various Charge Amounts
• B2B Special Rates
• B2C Standard Rates - Static Charge Amount
• B2C Standard Rates - Various Charge Amounts
• B2C Special Rates

4. Many times you have to offer different incentives to win your Customer's business. And you may have many customers, each with a different way to charge and with different fee amounts. In these cases, using Custom Rates will be best.

Use these guides to assist with adding rate sheets, reassigning rates, and duplicating rates to customers.

• Assigning a Rate Sheet to Customer
• Reassigning Rate Sheet from Customer Settings
• Understanding a Global Rate vs a Custom Rate
• Duplicating a Rate