Invoicing Module - Documentation

Introduction

Welcome to the documentation for the Invoicing module in 3PL Dynamics. This documentation helps you understand and effectively use the Invoicing functionality for centralized billing across WMS, FMS, and Agreement sources.

Table of contents

Overview

• Invoicing Overview — Introduction to the module and its capabilities

Process documentation

• Process Flow — Visual overview of the Invoicing process flows

Step-by-step guides

1. Setup Guide — How to configure the Invoicing module
2. Collection Process — How to collect billable entries (manual, scheduled, and parallel)
3. Journal Management — Working with the Invoicing Journal
4. Invoice Generation — Creating invoices from posted entries (manual, scheduled, and parallel)
5. Ledger Entries — Working with posted Invoicing entries

Reference

• Invoice Grouping — Grouping rules for invoice creation
• Peppol Setup — Setting up electronic invoicing via Peppol

Quick start

For new users, we recommend the following approach:

1. Read the Invoicing Overview to understand the module's purpose.
2. Review the Process Flow to visualize the complete process.
3. Follow the Setup Guide to configure your system.
4. Learn the day-to-day operations through the step-by-step guides.

Module integration

The Invoicing module collects billable transactions from:

• Agreement — recurring services and storage costs
• WMS — warehouse document-based activities
• FMS — freight forwarding cost and revenue lines

Collected entries are processed through the Invoicing Journal and converted into standard Business Central sales invoices.