Skip to main content

Manual Charges

The Manual Charges page allows authorized users to create billing transactions that fall outside of standard inbound or shipping workflows.

Manual charges are typically used for:

  • One-off services
  • Administrative or handling fees
  • Storage or special service charges
  • Billing corrections or adjustments

Charges created here are recorded as transactions and can later be included in an invoice.

ℹ️ Where to find it: Manual Charges is under Billing (formerly Account) in the side navigation. It is available to warehouse roles only.

Purpose​

Manual Charges provide flexibility when a charge:

  • Is not tied directly to a shipping order
  • Is not generated automatically by an inventory order
  • Needs to be billed independently of operational workflows

This feature ensures all billable activity can be captured, even when it occurs outside normal processes.

Creating a Manual Charge​

To create a manual charge:

  1. Select a Charge Type
  2. Select the Customer
  3. Set the Charge Date
  4. Optionally attach the charge to an existing order
  5. Add one or more charge line items
  6. Submit the charge

Once created, the charge becomes available for invoicing.

Charge Types​

Manual charges can be created using the following charge types:

  • Shipping Order Charge
    Applies a charge related to a specific shipping order.

  • Inventory Order Charge
    Applies a charge related to an inventory (receiving) order.

  • Storage Charge
    Used for storage-related billing outside of automated storage calculations.

  • Custom Charge
    Used for any non-standard charge that does not fall into predefined categories.

The selected charge type helps categorize the transaction for reporting and invoicing.

Charge Details​

Each manual charge can include one or more line items.

For each line item, you can define:

  • Quantity
  • GL Code
  • 3PL Price
  • Amount

Multiple charges can be added to a single transaction using Add Charge.

Attaching Charges to Orders​

Charges can optionally be attached to an existing:

  • Shipping Order
  • Inventory Order

If no order is selected, the charge remains standalone and can still be invoiced.

Notes & Invoicing​

A Note field is provided for additional context.

⚠️ Notes entered here will appear directly on the customer invoice.

Use this field to explain:

  • The reason for the charge
  • Special agreements
  • Context for billing adjustments

Totals & Tax​

The system automatically calculates:

  • Subtotal
  • Tax (if applicable)
  • Total Amount

These values update as charge line items are added or modified.

Permissions & Auditability​

  • Manual Charges are permission-restricted
  • All charges are logged for audit purposes
  • Charges cannot be edited once invoiced

This ensures financial accuracy and traceability.