Overview
To add miscellaneous charges to client invoices such as weekly pallet storage, labor charges, shipping labels, or goods-in, you can add an Additional Invoice Item to your 3PL Client's unconfirmed invoice. Additional invoice items can be used as a method to capture ad-hoc charges for clients or can be linked to automated recurring billing to add to running invoices for clients. You can set the types as anything you see fit that you may regularly charge for, such as packaging/container unloading/account management etc.
Create Invoice Item Type
Before you can add an additional invoice item to your 3PL Client's unconfirmed invoice, you must add Additional Invoice Item Types:
Click 3PL Accounting then Overview.
Next, click Manage Invoice Item Types.
Type a Name for the item.
Enter a Rate.
Then select the Charge Type.
Finally, click Create.
This will now appear in your list of items that you can bill clients for on an ad-hoc basis or the recurring charge feature.
The charge will appear in the additional items grid along with the charge type.
Edit Invoice Item Type
To edit an existing Invoice Item Type, please follow the steps below:
Click 3PL Accounting then Overview.
Next, click Manage Invoice Item Types.
Click Edit against the invoice type you want to update.
Make any relevant changes.
Finally, click Save.
Delete Invoice Item Type
To delete an existing Invoice Item Type, please follow the steps below:
Click 3PL Accounting then Overview.
Next, click Manage Invoice Item Types.
Click Delete against the invoice type you want to remove.
Finally, click Ok.
Add Additional Invoice Items manually
To add an Additional Invoice Item please follow the steps below:
Click 3PL Accounting then Add Additional Invoice Item.
Select the Client.
Select the Invoice Item Type.
Choose the Warehouse.
Enter the Cost.
If you have a stored rate against the charge type, you can enter multiple quantities for the activity and the system will automatically calculate the total.
Choose the Invoice Date the charge is related to.
(Optional) Add a Comment.
The character limit for the comments box is 252 characters.
Finally, click Add.
These charges will now show against the 3PL Client's Unconfirmed Invoice.
Add Additional Invoice Items in bulk
To add Additional Invoice Items in bulk please follow the steps below:
Click 3PL Accounting then Add Additional Invoice Item.
Next, click Upload Items from CSV.
Then, click Download Template to populate the CSV with the charges.
Enter the Client.
Enter the Invoice Item Type.
This is the Name of the Invoice Item Type.
The name is case-sensitive.
Enter the Warehouse.
Enter the Cost.
If you have a stored rate against the charge type, you can enter multiple quantities for the activity and the system will automatically calculate the total.
Enter the Invoice Date the charge is related to.
The format of the invoice date to be entered on the CSV is DD/MM/YYYY.
(Optional) Add a Comment.
The character limit for the comments box is 252 characters.
Click Save.
Back on Mintsoft within the Upload Additional Invoice Items screen, click Choose File.
Find the populated CSV.
Finally, click Upload.
These charges will now show against the 3PL Client's Unconfirmed Invoice.
Viewing Invoice Data
Then when you save the charge, it will appear in the additional items section when you view an unconfirmed invoice for the client. Go to 3PL Accounting - Overview, then select the client from View Unconfirmed Invoice Items and press View.