How do I generate a 3PL invoice to bill my customer?

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

When you complete a logistics task for a client—such as fulfilling an order, receiving a shipment, processing a return, or calculating storage—you’ll want to generate a billable invoice that can be viewed in your 3PL client’s portal and synced to your accounting system.

These invoices reflect the 3PL processing charges, storage fees, and other contractual costs outlined in your price chart.

🧾 What types of 3PL invoices can be generated?

DigitBridge supports four invoice types for 3PL operations:

Invoice Type	Triggered By...	Description
Ship by 3PL	Order shipment	Based on SKU-level processing charges.
Receive by 3PL	Purchase Order stock receiving	Based on receiving and handling fees.
Return by 3PL	Return processing completion	Based on restocking and inspection fees.
Storage by 3PL	Daily scheduled storage task	Based on aging and per-SKU/per-package fee.

Each type of invoice can be created and viewed in the ERP system by the provider and is visible to the client in the 3PL Client Portal.

✅ Steps to Generate a 3PL Invoice

Depending on the type of logistics task completed, follow the appropriate flow:

📦 1. Ship by 3PL (Sales Order Fulfillment)

Navigate to: 3PL > 3PL Invoice > Shipment Invoice
Click Create.
Select the customer and shipping period (date range).
The system will auto-populate a list of completed shipments that haven’t yet been invoiced.
Review charges and click Generate Invoice.

💡 Shipment-based invoices are generated by SKU, using prices defined in your 3PL Price Chart or Customer SKU pricing.

🚛 2. Receive by 3PL (PO Receiving)

Navigate to: 3PL > 3PL Invoice > Receiving Invoice
Click Create.
Select the customer and receiving period.
The system will show all completed POs that are eligible for billing.
Click Generate Invoice to create and apply charges.

📌 Only completed receiving batches with assigned customer codes will be eligible.

🔁 3. Return by 3PL (Return Processing)

Navigate to: 3PL > 3PL Invoice > Return Invoice
Click Create.
Choose the customer and return date range.
The system will list all closed return transactions.
Click Generate Invoice to apply fees.

⚠️ These invoices do not issue credits. They are for billing return processing fees only.

🗃️ 4. Storage by 3PL (Daily Storage Charges)

Navigate to: 3PL > 3PL Invoice > Storage Invoice
Click Create.
Select the customer and billing period.
The system pulls daily storage charges based on your 3PL aging settings.
Click Generate Invoice.

🧠 You can set storage fees per SKU or storage package via the 3PL Price Chart.

🧾 Invoice Output & Visibility

All invoices are created in ERP > Invoice Management.
Each invoice is automatically viewable by your client in the 3PL Client Portal.
Invoices are also synced to QuickBooks (if integrated) for billing and accounting.