Table of Contents

Invoicing Module - Overview

Introduction

The Invoicing module in 3PL Dynamics is a powerful tool designed to centralize and streamline the invoicing process across different operational areas of your logistics business. This module enables you to collect billable transactions from various sources (WMS, TMS, FMS, Customs, etc.), consolidate them in a central location, and generate invoices efficiently.

Key Benefits

  • Centralized Billing: Collect billable items from multiple sources in one location
  • Streamlined Process: Simplify the invoicing workflow from collection to posting
  • Flexible Configuration: Adapt to different billing scenarios and requirements
  • Cross-Module Integration: Seamlessly works with WMS, TMS, and Customs modules
  • Partner Synchronization: Support for multi-company setups with central partner invoicing

Core Functionality

The Invoicing module offers the following key functionality:

  1. Entry Collection: Automatically or manually collect billable entries from different sources
  2. Journal Management: Review, modify, and manage collected entries before they become invoices
  3. Invoice Creation: Generate sales invoices from approved journal entries
  4. Ledger Tracking: Maintain a comprehensive history of all central invoicing transactions
  5. Document Connections: Link invoices back to their originating transactions
  6. Partner Synchronization: Share invoicing data across multiple companies

Module Components

The Invoicing module consists of several integrated components:

Setup

  • Invoicing Setup: Configure module-wide settings and defaults
  • Partner Configuration: Set up partner connections for multi-company scenarios

Journals

  • Invoicing Journal: Review and modify collected entries before posting
  • Journal Management: Tools for batch processing and validation

Ledger

  • Invoicing Ledger: Complete history of all processed entries
  • Document Connections: Links between invoices and source documents

Processing

  • Collection Process: Tools for gathering billable entries from various sources
  • Invoice Creation: Convert processed entries into customer invoices

Integration Points

The Invoicing module integrates with:

  • WMS Module: For warehouse-related billable activities
  • TMS Module: For transportation-related billable activities
  • FMS Module: For forwarding-related billable activities
  • Customs Module: For customs-related billable activities
  • Agreement Module: For contract-based billing scenarios
  • Sales Module: For invoice generation and customer management

Getting Started

To begin using the Invoicing module, see the following sections:

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