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07 - 3PL Billing

Videos that describe how to set up and use Rebus's 3PL Billing module.
  • Overview

    03:27

    This video provides an overview of the 3PL billing module, covering what it is, how it works, and the different features and functionalities it offers.

    Overview

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  • Setting Up Functional Areas and Attribute Mappings

    03:09

    This video is part one of a series covering how to set up the 3PL billing module. It covers setting up functional areas and attribute mappings, explaining what they are and how to create them within the module.

    Setting Up Functional Areas and Attribute Mappings

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  • Setting up UOM

    02:03

    Learn how to set up Unit of Measures (UOMs) in the 3PL billing module, including defining UOMs, configuring billing events, and selecting rounding methods.

    Setting up UOM

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  • Creating Clients

    01:47

    This video covers how to create a client in the 3PL billing module, including setting up charge configurations and invoice templates.

    Creating Clients

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  • Setting up Charge Configurations

    04:27

    This video covers how to set up the charge configuration and mapping for the 3PL billing module in Rebus. It explains the role of charge configuration, how to set it up, and how to create charge mappings. It also provides a step-by-step guide on setting up a charge configuration and its charge mappings.

    Setting up Charge Configurations

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  • Setting up Invoice Configurations

    02:28

    This video is part five of a six-part series covering how to set up the 3PL billing module. It focuses on setting up an invoice configuration for a client, including the details provided on client invoices, creating invoice templates, and adding email recipients for invoices.

    Setting up Invoice Configurations

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  • Setting Up Billing Cycle Configurations

    02:35

    This video covers the process of setting up a billing cycle for a client using the 3PL billing module in the Rebus application. It includes step-by-step instructions on configuring the billing cycle, selecting the billing period, linking it to an invoice configuration, and determining the charges that will appear on the client's invoice.

    Setting Up Billing Cycle Configurations

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  • Recurring Fees

    05:53

    This video provides a detailed explanation of recurring fees, how they work, and how to configure them in the 3PL billing module. It covers setting up charge configurations, charge mappings, and examples of different fee setups.

    Recurring Fees

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  • Future Transactions

    03:26

    In this video, the concept of future transactions in the 3PL billing module is explained, as well as how to view, create, and manage future transactions in the Rebus application.

    Future Transactions

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  • Revewing and Editing Invoices

    04:03

    This video covers various actions related to managing invoices in the 3PL billing module, including viewing, approving, editing, adding line items, and exporting invoices to Excel. It also provides guidance on creating manual invoices and approving pending line items.

    Revewing and Editing Invoices

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  • Overview
    03:27
    Overview
    03:27 >

  • Setting Up Functional Areas and Attribute Mappings
    03:09
    Setting Up Functional Areas and Attribute Mappings
    03:09 >

  • Setting up UOM
    02:03
    Setting up UOM
    02:03 >

  • Creating Clients
    01:47
    Creating Clients
    01:47 >

  • Setting up Charge Configurations
    04:27
    Setting up Charge Configurations
    04:27 >

  • Setting up Invoice Configurations
    02:28
    Setting up Invoice Configurations
    02:28 >

  • Setting Up Billing Cycle Configurations
    02:35
    Setting Up Billing Cycle Configurations
    02:35 >

  • Recurring Fees
    05:53
    Recurring Fees
    05:53 >

  • Future Transactions
    03:26
    Future Transactions
    03:26 >

  • Revewing and Editing Invoices
    04:03
    Revewing and Editing Invoices
    04:03 >