The Infoplus 3PL Billing module allows you, as a 3PL using Infoplus, to fully define, customize, and automate the invoices that you send to your customers, based on activity from the Infoplus WMS system and parcel invoices imported from UPS and FedEx. After you setup a Customer Invoice Template, Infoplus automatically applies your Billing Rules, and summarizes your customers' activity to produce Invoice Worksheets, which you can review and edit as needed, then send to your customers or feed into your Invoice System.
The module consists of 3 main components, as summarized by the following diagram:
The 3 components are a set of 3PL Billing Activity tables, the 3PL Billing Setup app, and Invoice Worksheets.
3PL Billing Activity tables
Infoplus uses a set of simple, flat tables to collect detailed snapshots of all of the activity that has taken place inside the WMS module of Infoplus. These tables then provide the source data that Infoplus uses to create Invoice Worksheets, which you then enter into your Invoicing system (outside of Infoplus).
Infoplus collects data into the 3PL Billing Activity tables as part of the process of running a Customer Invoice Template and producing Invoice Worksheets. These tables are copies of the raw WMS activity, designed to be easier to use for invoicing. You can edit the data in these tables, for example, if you have special circumstances, such as activity which should be exempt from an invoice, or manual adjustments that need to be made.
3PL Billing Setup App
You use the 3PL Billing Setup app to define Customer Invoice Template (you may think of them as recipes or blueprints) for what your data should be on your customers' invoices. The key part of a template is what the line items are, what the activity data behind those line items is, and how those line items should be calculated (i.e., charges and price breaks). You use Billing Rules to define how data from the activity tables are used to compute the quantities that appear on each invoice.
In the simplest case, you will do a one-time setup of a Customer Invoice Template in this app, and then, at the end of every billing period, that Template uses its Billing Rules to gather data from the activity tables to generate all of the lines into an Invoice Worksheet.
You will have 1 or more Customer Invoice Template for each of your customers. You will create these templates when you bring on a new customer, and you'll edit them when you change how you're invoicing a customer, but they will not necessarily change on a month-to-month basis, unless you make changes to how your customers are to be invoiced.
The outputs of the 3PL Billing Module are Invoice Worksheets. These Worksheets can be used to generate a PDF Invoice, that you could print and send to a customer, or they can be exported out of Infoplus, and into your Invoicing System.
For every Customer Invoice Template that you have, it will produce an Invoice Worksheet at the end of every Billing Period. So you will have many more Invoice Worksheets, over time, than you do templates, and new worksheets will be generated by Infoplus on an ongoing basis.