Invoicing Module - Documentation
Introduction
Welcome to the comprehensive documentation for the Invoicing module in 3PL Dynamics. This documentation is designed to help end users understand and effectively use the Invoicing functionality.
Table of Contents
Overview
- Invoicing Overview - Introduction to the module and its capabilities
Process Documentation
- Process Flow - Visual and descriptive overview of the Invoicing process flows
Step-by-Step Guides
- Setup Guide - How to configure the Invoicing module
- Collection Process - How to collect billable entries
- Journal Management - Working with the Invoicing Journal
- Invoice Generation - Creating invoices from Invoicing entries
- Ledger Entries - Working with posted Invoicing entries
Quick Start
For new users, we recommend the following approach:
- Read the Invoicing Overview to understand the module's purpose
- Review the Process Flow to visualize the complete process
- Follow the Setup Guide to configure your system
- Learn the day-to-day operations through the step-by-step guides
Module Integration
The Invoicing module integrates with:
- WMS (Warehouse Management System)
- TMS (Transportation Management System)
- Customs Management
- Sales & Invoicing
Each source module provides billable transactions that can be collected, processed, and invoiced through the Invoicing module.
Best Practices
For optimal use of the Invoicing module:
- Regular Collection: Collect entries on a consistent schedule
- Prompt Review: Review collected entries promptly to ensure accuracy
- Consistent Invoicing: Create invoices on a regular schedule
- Documentation: Maintain clear descriptions and references
- Reconciliation: Regularly reconcile invoices with source documents
Support
For technical support and assistance:
- Contact your system administrator
- Refer to the technical documentation
- Submit support tickets through the standard support channels
This documentation is maintained by the 3PL Dynamics team and is subject to updates as the software evolves.