Getting Started
7 Topics
Overview and Orientation
An introduction to Billing Manager — what it is, how it relates to the Billing Wizard in 3PL Warehouse Manager, and the role it plays in managing payments across Extensiv.
Account and Notification Setup
Guidance on configuring account-level access and communication settings within Billing Manager.
Accounting Integrations
How to connect Billing Manager to your accounting software
Invoices, Charges & Analytics
Covers the core financial building blocks of Billing Manager — how charges and invoices are generated, and how to read your billing analytics and processing fees.
Payment Configuration
How to set up and manage the ways customers can pay within Billing Manager.
Rates Concepts & Reference
Learn how rates work in Billing Manager — including global vs. custom rates, standard vs. volume tiering, units of measure, and counting methods. Start here if you're new to rate configuration or need a refresher on terminology.
- Understanding Global Rates vs Custom Rates
- Understanding Default Assigned Rate vs Assigning Rate per Warehouse Facility
- Understanding Standard vs Volume Tiering
- Common Terminologies in Rate Creation
- Understanding Count vs Count Less Other UOMs
- Understanding Units of Measure (UOM) Count Rate
- Understanding Billing Conditions and Counting Units
Rates Setup & Management
Step-by-step guides for building and managing your rate structure — creating, duplicating, and deleting rates and rate sheets, and assigning or reassigning them to customers.