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Use the signed client billing agreement as the source of truth. Configure and test billing before producing a live invoice.

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Before you begin

Have the invoice frequency, billing start day, receiving and outbound charges, storage rules and minimums, packaging/supply fees, labor, projects, and one-time fees.

Open billing setup

1. Open Clients and select the client.
2. Open Billing Setup.
3. Select Start Guided Setup.

Billing basics

Choose the invoice frequency and start day.

• Picked items: Bill from the UOM actually picked.
• Order items: Bill from the items requested on the order, regardless of the warehouse pick UOM.

Then choose whether outbound charges are billed after picking or after shipping.

Configure charges

Handling charges

Use for repeatable receiving, picking, order, carton, pallet, or transaction-based work.

Storage charges

Confirm frequency, method, rate, minimum storage fee, zones, pallet/bin rules, and free-storage terms.

Adhoc charges

Use for one-time labor, projects, relabeling, disposal, rush work, or unusual materials.