How do I create and send a manual invoice to a 3PL customer?

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

Manual invoices are used when:

You need to bill for non-standard services not automatically captured by the system
You want to combine or adjust invoice lines before sending to the client
The system failed to trigger an invoice due to a setup issue

Navigate to 3PL Invoice Management
Go to:
ERP → Billing → 3PL Invoice Management
Click Add
- This opens a new invoice window
Enter Invoice Details
- Customer: Select the 3PL client you’re billing
- Invoice Type: Choose one:
  - Ship – For outbound processing
  - Receive – For receiving inbound shipments
  - Return – For restocking or returned items
  - Storage – For warehousing/storage fees
- Invoice Date: Default is today; you can edit
- Period Start / End Date (for storage): Fill in if applicable
- Memo: Optional note for your team
- Description: Visible to client on the invoice
Add Line Items
Click the plus icon to add new rows.

For each row, fill in:
- SKU or Service Description
- Qty
- Unit Price
- Total will auto-calculate

✅ You can include fees like storage, receiving, labeling, packaging, or other services rendered.

Click Save, then Yes
- Your invoice will now appear in the invoice list and be visible to your client via the 3PL Client Portal.

In 3PL Invoice Management, locate your new invoice
Click Action → Email Invoice
Enter:
- Recipient email(s)
- Subject line and message (you can use a saved template if available)
Click Send

📨 The client will receive a copy of the invoice with a PDF attachment.

Before sending, you can click Preview from the invoice list to double-check the format and values that will appear on the client’s copy.

Here’s a guide for 3PL Providers on how to manually generate and email custom invoices to clients in DigitBridge.