Overview
Once an order is in Invoiced status, it is ready for the next part of the accounting process, which is explained below.
View and check unconfirmed invoices
To review an invoice before confirming and sending it to the client, please do the following:
Click 3PL Accounting then Overview.
Select the Client from the View Unconfirmed Invoice Items section.
Next, click View.
You can filter the items you see in the Unconfirmed Invoice by using the Filters -
Warehouse: This can be all or warehouse specific.
Channel: The order channel the orders imported against, this can be all or warehouse specific.
From Date and To Date: Set the period of items you want to include (For example, you can just invoice items for June or July)
Once set, click Filter.
Scroll down to view the line-by-line breakdown.
To edit the order figures, on the right of the order row, click Edit.
Confirming an Invoice
Once you are happy with the figures, scroll to the Create Invoice section:
Confirm you are happy with the Filters set -
Warehouse: This can be all or warehouse specific.
Channel: The order channel the orders imported against, this can be all or warehouse specific.
From Date and To Date: Set the period of items you want to include (For example, you can just invoice items for June or July)
Once set, click Filter.
Enter a reference in the Invoice Name field.
(Optional) Enter any comments.
Click Create Invoice.
Unconfirming an invoice
Made a mistake and need to unconfirm the invoice? Not to worry, follow the steps below to unconfirm an invoice:
Click 3PL Accounting then Overview.
Select the Client from the View Invoices section.
Then click View.
You will now see a summary of all confirmed invoices for the selected client.
Click Unconfirm Invoice.
This will unconfirm the invoice, the items invoiced will appear back in the Unconfirmed Invoiced Items section allowing changes to be made, the invoice will need to be confirmed again.
Sending an Invoice to a client
Once you have confirmed the invoice, this data still needs to get to your accounting platform. If you have connected one of our accounting integrations, then click Create Invoice in Accounting Integration.
If you do not have a connected accounting platform, then you will need to manually supply this data to your account's platform.
The invoice summaries report may help you do this in bulk for several clients:
Click Reports, then Overview.
Scroll to the 3PL Admin Accounting Reports section.
Then click Invoice Summaries Report.