Generating Invoices

Easily generate invoices for all tenants to be included in the current billing cycle.

  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 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 appropriate option.

    Choose from One Invoice Per Warehouse or All Warehouses On One Invoice.

    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 Process.

    A message displays letting you know that the invoices were successfully generated. The success message includes a hyperlink to the newly created invoice(s) enabling you to view them in a new tab /window of your default browser. ENG 11206

    Successfully generated invoices are included on the Invoices page.

    Error messages display on the screen when any attempt is made to generate unapproved invoices.

    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