Where you start
- Default landing:
/console/accounting/billing— invoice queue. - Sidebar: billing, customers, storage, reports, imports/exports.
Monthly billing run
- Confirm storage accrual ran daily for the period.
- Reconcile shipping labels (every shipped order has parcel weights).
- For each billable customer:
- Create draft invoice.
- Append Accruals.
- Append Fulfillment.
- Add manual lines / adjustments.
- Finalize.
- Run aging report; chase overdue.
Invoice lifecycle
- Draft — editable. No tax, no number.
- Issued — locked. Number assigned. Email sent.
- Paid — Stripe webhook auto, or you record manually.
- Overdue — auto-flagged past due date.
- Void — cancelled. Replace with credit memo if needed.
Top tasks
- Create services → /console/business/billing/services
- Set pricing rules → /console/business/billing/pricing-rules
- Configure tax → /console/business/billing/tax
- Record manual payment → invoice → Record Payment
- Export to QuickBooks → invoice → Export
If something is off
- Storage missing on invoice → check rule active, customer billable, SKU has Storage Billing Unit Code matching the rule, accrual ran.
- Fulfillment fell back to default → check label has parcel weights.
- No tax → customer billing address didn't match a tax region. Add the region.
- Stripe not auto-paying → check Stripe webhook config + customer Stripe ID.
Read these guides
- 3PL OS — chapters 6–10 (catalog, pricing, tax, invoices, payments).
- Transport OS — chapter 10 (transport pricing).
- Warehouse + 3PL combo — chapter 7 (monthly billing run).
Trenvar Support — Email info@trenvar.com · www.trenvar.com