Billing (Accounts)

Open this page to configure settings that influence billing and invoicing. The Billing page has two main sections.

General

• Invoice Sequence - Enter a sequence tag to auto-generate sequenced invoice numbers. This allows users to create different invoice sequences for different accounts.

• Renewal Storage Mode - Set the method to calculate storage charges. See below for details.

• Anniversary Cycle in Days - Set the number of free storage days during the billing period. After the anniversary day, storage fees apply based on the amount of inventory. This value applies if the Renewal Storage mode is set to Anniversary. (see below) For Daily Rate billing, this is the number of free days. If the value was 5 and the inventory was in storage for 10 days, the customer would be billed for 5 days. For Anniversary billing, this is the cycle. If the value was 15, then the customer should invoice every 15 days, and DVU will invoice for any inventory in the warehouse that exceeds the number of days in the cycle. The most common cycle is 30 days.

• Apply Monthly Min Storage on Zero Total - Set a monthly minimum storage fee. This fee is set on the Storage Charges page (the value in the Min field). This only applies when the customer has no inventory in the warehouse (zero total). Thus, the fee covers 3PL costs related to reserving space for a customer.

• Allow Invoice Line With $0 Extension - Include lines on an invoice if the charge is zero dollars.

• Auto Create Invoice on WMS Order Close - If enabled, automatically generate an accessorial/transportation invoice when the status of a WMS order is set to Close. DVU generates one invoice per order.

• Default Invoice Terms - Set payment terms (e.g. Net 30).

• Allow Batch Invoice Creation Per Order - If enabled, users can select multiple orders and create individual invoices for Accessorial Orders.

Renewal Storage mode details

• Order Fulfillment - Apply a charge to the total amount of inventory in the warehouse on the billing day.

• Daily Rate - Apply a daily rate to every piece of inventory (e.g. pallets) in storage for each day during the billing period.

• Anniversary - Choose this option to set the number of days in the cycle. The anniversary date (e.g. the 10th of each month) is the day of the billing period when storage charges start to apply. See the above (Anniversary Cycle in Days) to set the anniversary date. If the inventory is in the warehouse greater than the number of days in the cycle, the inventory is billed.

• Order Fulfillment Volume Range - Apply a charge based on the number of cubic feet occupied by all inventory on the billing day.

• Order Fulfillment Volume Range UOM - Apply a charge based on the number of cubic feet occupied by one UPM type on the billing day. Users need to generate a separate storage charge code rate for each UOM.

• Occupied Locations - Apply a flat rate to every storage location assigned to a customer. In bulk storage areas, this could apply to the number of pallets.

• Peak - Take the number of pallets each day during the billing period and apply a charge to the highest number of pallets in one day.

• Average - Take the number of pallets each day and calculate the daily average. Apply the rate to the daily average.

Conversion

• Standard Accessorial Line Consolidation - The default setting is no consolidation. If the user selects Consolidate by Code Text, the invoice consolidates line entries that have matching values in the charge code Description field.

• Standard Renewal Line Consolidation - The default setting is no consolidation. Choose Consolidated by Code Text to consolidate line entries with matching values in the charge code Description field. Choose Consolidate By Item Code to consolidate line entries with matching item codes.

• Custom Accessorial Conversion Port - This requires professional services. Contact WDG.

• Custom Renewal Conversion Port - This requires professional services. Contact WDG.