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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
Navigating Merchant Portal
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.
As soon as you log in to the Merchant Portal via the Billing Manager, you will land on the Referrer Dashboard page. This page features a convenient left navigation menu with a range of items to choose from.
Dashboard
The Merchant Dashboard provides users with an overview of transaction performance details and important account information, including Account Balance, New Merchants, Gross Sales, and New Payments.
Payment History
The Payment History page lists the Merchant's past transactions and shows whether they were approved or denied.
Disputes (Chargebacks)
This page shows all of a customer's dispute cases, including details like type, date, reason, amount, and status (open, closed, won, or lost).
A Dispute refers to a customer/cardholder being unsatisfied or unfamiliar with a payment charged to their card and contacting their issuing bank for more information or to force-refund the transaction.
To learn more about managing disputes (chargebacks) in the portal, see our article on How To Manage Disputes (Chargebacks) In The Portal.
Payment Returns (ACH Returns)
On this page, you will see the list of all payment returns that have occurred along with details regarding the return code, the merchant, the transaction id, and other helpful details.
Payment Returns (or ACH Returns) generally occur when a transaction has already been processed by the cardholder’s bank and the bank is returning that payment with a return code based on the reason it was returned in the first place.
Users
This page lets you create new user accounts and manage access roles.
Withdrawals
You can manage your withdrawal activity on this page, including setting the frequency of your withdrawals, selecting the amount type, and choosing your bank account.
Reports
You can generate reports on this page by selecting the information you want to gather.
As you select a report from the list, its description will be displayed so you can understand what information it provides. 
To learn more about how to use reporting in the portal, click here.
Web alerts
This page allows you to get feedback for various items that occur in the system.
Email alerts
You can manage your email notifications on this page by selecting the events you want to be notified of.
Knowledge Base
This section provides useful information about key features of the Merchant Portal, including reporting, disputes, and payments.