Skip to content
English
More support
Go to digitbridge.com
  • There are no suggestions because the search field is empty.

How do I use the Financial Report in the 3PL Client Portal?

CLIENT GUIDE: Here’s a guide to viewing and downloading all 3PL-related invoices—storage, receiving, return processing, and outbound orders.

The Financial Report in the 3PL Client Portal provides a complete breakdown of billed 3PL services. This includes charges for receiving, returns, daily storage, and outbound shipments, all tied to specific documents and SKUs. It gives you full transparency into the costs accrued through your logistics provider.

Use this report to:

  • Track and review all 3PL invoices

  • View line-level detail by SKU or service type

  • Filter by date, invoice type, or document

  • Download records for accounting and reconciliation

💰 Where to Find the Report

  1. Log in to the 3PL Client Portal

  2. Click Reports in the left-hand menu

  3. Select Financial Report

🔍 How to Filter the Report

Before generating the report, apply one or more filters:

  • Invoice Type:

    • Ship by 3PL – charges for outbound shipment processing

    • Receive by 3PL – charges for receiving P/Os

    • Return by 3PL – charges for return processing

    • 3PL Storage – daily storage charges based on inventory aging

  • Date Range: Filter by invoice date

  • Document No.: Search by Sales Order, Return, or Purchase Order number

  • SKU: Filter by product code for line-level detail

Click Search to run the report.

📋 What the Report Shows

Each line in the report will display:

  • Invoice Number

  • Date

  • Invoice Type

  • SKU (if applicable)

  • Quantity

  • Unit Price / Charge

  • Total Amount

  • Linked Document No.

  • Download Invoice (PDF/CSV)

📤 Download Options

You can export your report to Excel or CSV for easier review or audit purposes. This is especially useful for:

  • Monthly reconciliation

  • Matching invoices to original documents

  • Analyzing SKU- or customer-level charges over time

💡 Notes

🧾 All financial data shown here reflects charges billed to you by the 3PL provider, not payments from your customers.
📆 Invoices are dated based on when the 3PL action (e.g. shipping, receiving) occurred—not when the order was placed.
🔒 Only finalized invoices appear here—drafts or pending charges are not listed.

📎 Related Guides