Generating a Preview of New Invoices for a Tenant

When previewing invoices, the actual invoices are not processed. You will just be able to view what the invoices and actual charges will be, before they are generated.

  1. Log in to 3PL Billing.

  2. Click Invoices on the top navigation bar then select Generate Invoices from Charges from the drop-down menu.

    or

    Click Generate Invoices on the 3PL Billing dashboard.

    The Generate Invoices page displays.

  3. Complete the details.

    Field

    Description

    Tenant

    Select the appropriate tenant from the drop-down list.

    Select All Tenants from the drop-down list, if needed, to generate a preview of all the invoices for all your tenants.

    Warehouse

    Select the warehouse from the drop-down list where this tenant's inventory is stored and managed.

    Select All Warehouses from the drop-down list, if needed, to generate a preview of all the invoices for all your warehouses.

    Your tenant may have their inventory in a number of your warehouses.

    Combine Warehouses

    Select the All Warehouses On One Invoice option.

    Charge Reference

    Enter the charge reference and related charge events that are to display on invoices.

    From Date

    The default start date is the current date.

    Enter or select the start date to generate a preview of the invoices.

    To Date

    The default end date is the current date.

    Enter or select the end date to generate a preview of the invoices.

  4. Click Preview.

    The invoices are displayed as a PDF file in another tab / window of your default browser.

    Tip:  Generic templates used to produce the PDF invoice files, display charges to 2 decimal places (by default). If you wish to display charges to 3 decimal places, contact the Thomax Service Desk.

See also