This article offers a step-by-step guide on creating a billing form that will produce a billing report that can be used to create invoices for 3PL clients. With our Billing function, you can reduce confusion regarding billing and enhance transparency in financial transactions with 3PL clients. Clear billing terms and detailed service descriptions also play an important role in establishing trust and ensuring prompt payments. Read below to learn more about creating a billing form for your clients.
Step-by-Step Guide
First, navigate to the Billing section of Logiwa IO.
Select Create Billing from the right hand side of the screen. You can also edit and delete previously created billing forms from this screen.
Billing
Fill in the necessary details in the Billing Form section. Each field is required, and explained below the screenshot.
Field | Description |
Billing Form Name* | Refers to the name of the billing form being used to document and process financial transactions. Will be viewable by the client. |
Client* | The organization for whom the billed services are being provided, and who will be responsible for payment of the billed amounts. Choose from your list of available clients. |
Warehouse* | The warehouse using this billing arrangement. Choose from your list of available clients. |
Calc. Start Date* | The specific date from which billing calculations will begin. It marks the starting point for determining billing frequency. |
Billing Frequency* | Billing frequency is essentially the length of time between two billing invoices. The current periods available within Logiwa are as follows:
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Once you've filled in all feels, click Save to continue.
Fees
The next step is adding fees. These will determine what you'll charge your client for, as well as under what conditions. See this article for a complete list of the available operations, billing fees, charges, and conditions available in Logiwa.
To add a fee, begin by selecting the operation type you'll use for this fee. Some examples include Pick and Pack, Storage, and VAS.
Add the Fee Name, which will be displayed on the contract line.
Once you select an operation type, the Fee By field will change. For example, selecting the Storage operation type will provide the operation to set the fee by Location, Product, or Pallet. Choose from the available options.
You can add a condition at this time, or move directly to setting the charge for the current line. Adding conditions is optional, so it is described separately in this section.
Charges
Click the Plus (+) icon next to Add Charge to activate this section. This is a non-optional part of the setup process, so the Save option won't activate until after it's completed..
The Charge By options will vary depending on the selection made in the Fee By field. See this section for a list of charges.
Examples of potential selections are pictured below.
Once you've set at least one charge for this contract line, click the Save button to add it to your billing form.
After it saves, you'll be able to review your added contract lines in the Summary section on the right side of the screen.
Add Condition
To add conditions that will limit the triggering of this fee, simply click on Plus (+) icon next to the Add Condition text.
This action will open the Add Condition pop-up. You can now select conditions (Charge If), which will change your available Comparator options.
As Conditions are frequently added, please see this live document see this link for the current available options.
For example if you choose to charge by Product Weight, you can choose from Comparators related to amounts, such as is, greater than, less than, and between.
In this example, the fee will only be charged for products weighing between 5 and 10 kilograms. The unit is determined by your warehouse's default weight unit.
Click Save to complete this contract line one you are satisfied with the results.
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