3PL billing is only for fulfilment partners: your account must hold stock or pack orders for at least one merchant through Partner Access. Other accounts do not see these screens.

You need the View 3PL billing permission to open the screens. To change anything (clients, rate cards, periods, invoices, invoice details) you also need Manage 3PL billing. Without it you see a note that you can only view, and every field is read only.

You find the screens on the Settings page: 3PL clients, 3PL default rate card, 3PL charges, 3PL invoices and 3PL invoice details. The 3PL clients screen also has buttons to all of them at the top.

Export buttons appear when your role may also export stock history.

Back arrow (top left): back to Settings.

Default rate card, Charges, Invoices and Invoice details (top right): open the other 3PL billing screens.

New client: add a client for a merchant that gave you fulfilment partner access.

Search by client, code or legal name and the status filter (Onboarding, Active, Offboarded) narrow the list. The export button saves the list as a file.

Columns: Client, Code, Status, Currency, Active rate card, Contacts, SLA warehouses and Contract end. The rate card column shows the card that prices this client today; a Default pill means the client has no own card and the default rate card applies. None means no card applies, so no charges are priced.

Row actions: Open client, Copy terms to a new client (opens a new client with the same billing terms; you choose the merchant) and Archive client. An archived client leaves the list and gets no new charges. Its charges, statements and invoices stay.

Merchant: the merchant you fulfil for. Only merchants that gave you fulfilment partner access and are not a client yet can be chosen. If none can be chosen, you see "No merchant has given you fulfilment partner access yet."

Client code: a short code (for example ACME) on statements, exports and invoice lines. Every client needs its own code.

Status: Onboarding, Active or Offboarded.

Billing legal name and VAT number (optional): printed on your invoices to this client.

VAT: VAT at your rate (fill in the VAT rate (%)), EU reverse charge (0%, note on the invoice) or No VAT (exempt or outside the EU). With 0% the legal note goes on the invoice. In VAT note on the invoice (optional) you put the exact text your accountant wants, for example the reverse charge text.

Invoice e-mail (optional): where invoices are sent. Empty: invoices go to the billing contact.

Currency, Language of the invoice (statements, invoices and their e-mails to this client use this language), Payment terms (days), Contract start (optional) and Contract end (optional).

Billing address: the address of the client on its invoices.

Save stores your changes. Archive archives the client.

The people you deal with at this client, at most 30. Click Add contact and fill in the Name, Role (Billing, Operations, Returns, Escalation or Other), Email (optional), Phone (optional) and a note.

Row actions: Edit contact, Copy to a new contact and Remove contact.

Add at least the billing contact: when the client has no invoice e-mail, invoices go to the first billing contact.

Cut-off per weekday: orders ready before the cut-off ship the same day. Times are local warehouse time. No shipping means no same-day shipping that day.

Same-day target (%): the share of orders you promise to ship on time.

Dock to stock (hours): how fast received goods must be in stock.

Returns processed within (hours): how fast a return must be handled.

Order accuracy target (%): the share of orders that must be packed without a picking error.

Each warehouse card has its own Save.

Orders due and On time / target: orders that had to ship in the range and the share that shipped before the cut-off, next to your target.

Receipts and Dock to stock in time: receipts in the range and the share that was in stock within the target hours.

Returns and Returns in time: returns in the range and the share handled within the target hours.

Accuracy / target: of the client's orders that were packed in the range, the share where the pack scan found no wrong or extra unit the first time the order was packed. A barcode that could not be read does not count as an error. Empty when nothing was packed.

At the top you see which card prices this client today: the client's own card, or the default rate card when the client has no own active card (Open the default rate card takes you there). When neither exists, no charges are priced for this client.

Rate card versions lists every version with Version, Name, Status (Draft, Active, Archived), Valid from, Valid to, Currency, Monthly minimum and Lines.

New rate card starts an empty draft. Row actions: Edit draft or Open rate card, New version from this card (a draft copy with the same prices and the next version number; you choose New prices from) and Delete draft.

Details: Name, Currency, Valid from and Monthly minimum (optional). When the charges of a month stay below the monthly minimum, the difference is added when you close the period.

Prices: one price per charge type, or several with quantity tiers per month, at most 200. Click Add price, choose the charge type and fill in the Unit price. Row actions: Edit price, Copy to a new price and Remove price.

From quantity per month (optional) and Up to quantity per month (optional): tiers count the quantity of that charge type in the calendar month so far. Leave them empty to use one price for every quantity. Tiers of the same charge type may not overlap.

Free days (optional) (storage per unit per day only): days after receipt that a unit is stored for free.

Box (optional) (packaging per box only): the price applies to that box only. Empty: every box.

Markup on the label cost (%) (shipping labels only): the markup applies to the label cost, that is the price on your own carrier contract, or the QrX label price once QrX has priced the label. The unit price is a fixed amount per label on top. A label without a cost yet is billed at the fixed amount only. The merchant sees the label price, never your cost.

Description on the statement (optional): the text next to the line on statements and invoices.

A draft can be changed and saved as often as you like. Save the changes before you activate.

Activate: from its start date new charges are priced with this card, and the card that is active now ends the day before. The start date cannot fall in a closed period.

An active card is never changed. To change prices, click New version, change the draft and activate it from a later date. Charges are always priced with the card that was active on their day.

Archive: only a card that has ended, with a Valid to date, can be archived. It leaves the cards in use, and days inside its validity keep its prices, also when they are re-rated.

Copy to a client as a new draft card (the people icon at the top): copies the prices into a new draft card of another client. Choose the client and a Name, click Copy, check the prices, then activate the card. For the card's own client, use New version instead.

Storage per unit per day, Storage per location per day, Storage per pallet per day and Storage per m3 per day.

Storage per pallet per day: per warehouse and item, the stock in storage locations (bins and quarantine, and containers standing on them) divided by the item's pallet pack unit, rounded up. Stock in receiving, totes and pack stations is not counted. An item without a pallet pack unit counts as 0 pallets.

Storage per m3 per day: per warehouse and item, the stock in storage locations (bins and quarantine, and containers standing on them) times the item's length, width and height (each 1 to 100,000 mm). Stock in receiving, totes and pack stations is not counted. An item without all three dimensions counts as 0 m3. The size of the location is not used.

Inbound per receipt, Inbound per carton, Inbound per line, Inbound per unit and Inbound per announcement (ASN).

Outbound per order, Outbound per line and Outbound per unit.

Returns per unit, Kit building per unit, Kit disassembly per unit, Inserts per unit, Packaging per box and Shipping labels.

Other charges, Adjustment and Monthly minimum are not prices on a rate card: they are lines you add yourself, or the top-up at period close.

Filters: the client (All clients or one client), the period of that client or Choose dates with a from and to date, and the charge type.

Columns: Day, Client, Warehouse, Charge type, Description, Quantity, Unit price, Amount, Status (Open, Locked, Void) and Source (From events, Manual, Adjustment, Monthly minimum).

Total excluding VAT: the total of the filtered lines, per currency.

Re-rate: prices the open days of the period again with the rate card of each day, for example after you activated a new card. Closed days are skipped.

Charge: adds a manual line to an open period (a day in the period, a description, a quantity and a unit price excluding VAT). Use a negative price for a credit.

Void this line: a manual line or adjustment in an open period can be voided. It stays visible as void and no longer counts. Lines from events change only through a re-rate.

The export button saves the filtered charges as a file.

New period: choose the first and last day, at most 93 days. Periods of a client never overlap. Remove period removes an open period that has no charges yet.

Close period: possible from the day after its last day. The window shows the number of statement lines and the total. On closing, the charges are priced a last time, the monthly minimum is topped up if the charges stay below it, and the charges are locked. The statement is then final.

Stock billed as 0 pallets or 0 m3: when a period priced storage per pallet or per m3, a notice above the charges says when stock was billed as 0. One line per reason: items without a pallet pack unit, items without valid dimensions (with the most such items in one warehouse on one day), or days counted before measuring existed. Set the pallet pack unit or the length, width and height on these items: days from the next storage snapshot are measured. A re-rate does not measure past days again. The notice is only for you and is not on the statement PDF. Open these items opens the stock list filtered to that reason.

Implausible volume: when the stock in one warehouse comes to more than 10,000,000 m3 on a day, that day is not billed as m3 and the notice shows a line for it. Check the item dimensions.

Adjustment: on a closed period, a correction is booked as an adjustment line in the client's open period for today. When there is none, a period is opened for this month. Use a negative price for a credit.

Statement PDF: a "Statement of charges" with the charges grouped per charge type, in the client's language. It has no invoice number. Export the statement lines saves the same lines as a file.

Create invoice: on a closed period without an invoice. After that the period shows Invoiced as with the invoice number.

Company: Billing legal name, VAT number (optional), Chamber of commerce number (optional), E-mail on the invoice (optional), Phone (optional), Website (optional) and your address. Printed at the top of every invoice, credit note and statement.

Bank details: IBAN (optional) and BIC (optional), printed on the invoice so your client can pay you.

Number series: Invoice prefix, Next invoice number, Credit note prefix and Next credit note number. Invoices and credit notes are numbered without gaps when they are issued.

Footer text (optional): for example your terms, or a line about late payment.

Logo: PNG or JPG, at most 300 KB, shown on your invoices and statements. Save your invoice details first, then Upload, Replace or Remove the logo.

Filters: client, state (Draft, Issued, Void), type (Invoices and credit notes), Paid or Unpaid, and Sent or Not sent. The export button saves the list as a file.

Columns: Number (Not numbered while it is a draft), Type, Client, Period (the first and last day of the invoiced period), Total incl. VAT, Status, Date, Due date and Sent or paid.

Amounts show in the decimals of the invoice currency, for example no decimals for JPY and three for KWD. The credit fields of a credit note follow the same decimals.

Void before sending: a draft, or an issued invoice that was not sent yet, can be voided with a reason. A numbered invoice stays in the series as void, and the period can be invoiced again.

A sent or issued invoice is never changed. To correct it, click Make a credit note. The button is gone once the invoice is credited in full.

The window shows Already credited, Already credited, excl. VAT, Still to credit, excl. VAT and Still to credit, incl. VAT. Turn on Credit the whole invoice, or enter a credit per line in Credit (net); Still to credit (net) shows what is left on each line. Draft credit notes also reserve their amount until they are voided, so the amount still to credit can be lower. The credit notes of an invoice can never be more than the invoice.

The window lists the VAT of the invoice per rate. A credit note credits VAT per rate, and all credit notes of an invoice together never credit more VAT than the invoice. When you issue the credit note, its VAT is recalculated against the credit notes issued by then, and the issue window shows the credited VAT per rate.

Give a Reason and click Make credit note. The credit note is a draft with the same VAT: issue it with a number from your credit note series, then send it.

Merchants never see your rate cards, charges or prices in QrX. They only get the statements and invoices you send them.

QrX does not collect these payments and makes no payment link. You invoice your client yourself and mark invoices as paid here.

"This merchant has not granted you fulfilment.": the merchant must first give you fulfilment partner access through Partner Access.

"Another client already uses this code.": choose another client code.

"An active card is never changed. Make a new version.": use New version and activate it from a later date.

"This card would change prices in a closed period.": choose a start date after the last closed period.

"This day is in a closed period. Add an adjustment instead.": corrections of a closed period are adjustments in the client's open period for today.

"This period has charges in more than one currency; one invoice holds one currency.": one invoice holds one currency. Check the currency of the rate cards that priced the period.

"Add your company details before issuing an invoice.": fill in Invoice details first.

"The client has no invoice e-mail or billing contact. Give a recipient.": enter an address in Send to, or add one on the client.

"Too many invoice e-mails in the last hour.": try again later, or download the PDF and send it yourself.

"A reverse charge invoice needs the client's VAT number.": fill in VAT number (optional) on the client, then issue the invoice again.

"This card is still in use.": the card has no end date yet. End it with a New version and archive it after its last valid day.

Why are there no charges? Check that billing is switched on for your account, that a rate card applies to the client (own or default) and that the card has a price for that charge type.