Generate 3PL Invoice

A 3PL Invoice refers to the billing document generated by a Third-Party Logistics (3PL) provider for the services they render to their clients. After the 3PL charge entry is generated in the system, the next step is to generate the 3PL invoice which will then be paid by the clients of the third-party logistics to the provider.

To generate a 3PL invoice, go to Menu > Admin > 3PL > 3PL Invoice > Generate 3PL Invoice

Generating 3PL Invoice

Generating 3PL Invoice involves specifying key details, such as the 3PL account, start and end date for calculating the charges and the date for which users want to generate the invoice.

Generate 3PL Invoice Fields

Field	Description
3PL Account	Select the relevant 3PL account from the dropdown menu. This specifies which account the invoice will be generated for.
Start Date	Specify the beginning date for the billing period.
End Date	Specify the end date for the billing period.
Invoice Date	Set the date which be reflected as the date when the invoice is generated. This date determines when the invoice will be recorded in the system.
Include Storage Charges	Enable this option if storage fees for warehousing services need to be included in the invoice. If disabled, the invoice will exclude storage-related charges.

Once all the required fields are completed, click Generate Invoice to create the invoice. The system processes the information and compiles the 3PL charges into a structured billing document.

Please note that a 3PL Billing Invoice can be generated with a negative amount based on the applied negative charges. This ensures that any adjustments, credits, or refunds are properly documented and processed.

Additional Features in the Generate 3PL Invoice Module

The module includes two optional features to enhance accuracy and provide a comprehensive overview of the invoice before finalizing it:

1. Preview Invoice

• Use the Preview Invoice option to view a draft version of the invoice.

  This preview allows you to:

  • Verify all charges and ensure accuracy prior to sending the invoice to the client.

  • Check for any discrepancies or errors that might require corrections.

  • Make informed decisions about any adjustments needed before formally issuing the invoice.

2. Recalculate Charges

• If any changes have been made to the billing details or service entries, click Recalculate Charges.

• This ensures that the invoice reflects the most accurate and up-to-date charges.

Restricted Actions on 3PL Billing Invoices

To enhance control over the invoicing process, most actions on 3PL Billing Invoices are restricted in both the Invoice Centre and Invoice Module.

Permissible Actions: Invoice Centre:

• Void – Allows users to void a 3PL Billing Invoice.

• Add To Email Queue – Enables users to add the invoice to the email queue for sending.

Invoice Module:

• Print – Allows users to print the 3PL Billing Invoice.

• Show Transactions – Enables users to view the transactions associated with the invoice.

• Edit in New Window – Allows users to open the invoice for editing in a separate window.