How do I create an invoice for a 3PL Client Customer?

Note: This guide is for 3PL providers (as opposed to operators who use a 3PL solution).

As a 3PL provider, you may be fulfilling orders on behalf of your client—but the customer receiving the shipment is their customer, not yours. In these cases, DigitBridge allows you to generate a traditional sales invoice that represents the customer-facing side of the transaction.

This is separate from the 3PL service invoice you send to your client (which bills them for fulfillment, storage, or handling fees). Instead, this invoice is for the retail or wholesale transaction that your client’s customer has completed.

🧭 When to Use This

Use this when:

You’re fulfilling an order from your warehouse on behalf of a 3PL client.
The order was created by the 3PL client or via channel/EDI import.
Your client wants a traditional invoice for the end-customer (i.e., their buyer).
You’re using the 3PL Agency model, where the 3PL provider is handling ecommerce or EDI operations on behalf of the client.

🛠️ Steps to Create a Customer Invoice

✅ Before you begin, make sure the Sales Order has been fully shipped and that the Customer Code and 3PL Client Code were both applied correctly to the order.

1. Navigate to the Sales Order

Go to: ERP > Sales > Sales Order Management
Search for the order by SO number, Customer Code, or 3PL Client Code.

2. Review the Order and Shipment Status

Ensure the Sales Order has been shipped or is ready for invoicing.
All pick tickets and shipment confirmations should be completed.

3. Create the Invoice

With the Sales Order open, go to the Action menu.
Select Create Invoice.

This will:

Copy over all SKU lines and pricing
Apply the Customer Code (your client’s customer)
Use the selling price set on the Sales Order

💡 Pricing comes from the customer-specific pricing assigned via Customer SKU or price chart.

4. Review and Save the Invoice

Make any final adjustments to the invoice as needed.
Confirm the billing address, payment terms, and line item details.
Click Save and Yes to finalize.

5. Find or Export the Invoice

The invoice will now appear under:
ERP > Sales > Invoice Management
You can search by invoice number, customer code, or 3PL client code.
Click to open the invoice and:
- Print it
- Export to PDF
- Email it to the customer
- Sync to QuickBooks (if integrated)

📤 Sending Invoices via EDI or Channel

If the sales order was generated by a channel order or EDI PO850, the invoice may need to be sent back to the ecommerce platform or trading partner:

The invoice will be formatted and sent automatically via EDI or API integration (if configured).
Multiple invoices for the same customer PO can be consolidated if required by the trading partner.

📝 Notes & Tips

🔁 This invoice is separate from the 3PL invoice you send to your client. You may need to generate both for the same order:

Customer invoice → for the sale of goods

3PL invoice → for fulfillment and logistics charges

📦 Inventory shipped from your warehouse will be reflected in stock updates for both the 3PL client and the customer.