Mintsoft training · Invoicing
View and download your invoices.
Every invoice, with a full breakdown of every order, delivery and return behind it, is in your portal. Here’s how to find it, check it and export it, screen by screen.
Open 3PL Accounting
In the menu, click 3PL Accounting, then Overview.
- 13PL AccountingWhere your invoices live.
- 2OverviewLists your invoices.
Illustration of the client portal. Amounts are hidden in this example. Your screen may look slightly different.
Choose an invoice
Each confirmed invoice is listed with three options.
- 1ViewThe full breakdown, section by section.
- 2PDFA printable summary for your records or your accountant.
- 3Export InvoiceEvery line in a spreadsheet, ready to filter and total.
Illustration of the client portal. Amounts are hidden in this example. Your screen may look slightly different.
Look at the breakdown
Click View to see a total for each type of charge, then the lines that make it up.
- 1SummaryA total for each section of the invoice.
- 2SectionEvery line in that section, like each order despatched.
- 3CSVDownloads just that section, handy for checking against your own records.
Want to know what each charge means? See Understanding your invoice.
Illustration of the client portal. Amounts are hidden in this example. Your screen may look slightly different.
See which products were on each order
For SKU-level detail, go to Reports → Overview, scroll to 3PL Client Accounting Reports and open Extended Invoice Report.
- 1InvoiceChoose the invoice. You can also filter by channel or warehouse.
- 2FilterShows every order on that invoice, with the products and quantities.
Illustration of the client portal. Amounts are hidden in this example. Your screen may look slightly different.
Check charges before your invoice
Charges build up through the month before they’re confirmed on your invoice. You can see them under Unconfirmed Invoice Items in 3PL Accounting.
- 1Charges so farEach order, delivery and return as it happens.
- 2Not final yetThese may change until we confirm the invoice at month end.
Illustration of the client portal. Amounts are hidden in this example. Your screen may look slightly different.
What’s on your invoice
Six types of charge.
Orders
Picking, packing and postage for each order we send.
Storage
The space your stock takes up in the warehouse.
Goods in
Unloading and booking in your deliveries.
Returns
Processing parcels sent back by your customers.
Packaging
Boxes, mailers and other materials used on your orders.
Additional items
Extra work you’ve asked for, like labelling, kitting or projects.
For a full explanation of each charge, see Understanding your invoice.
Questions
Common questions.
When is my invoice ready?
We confirm invoices monthly. Once it’s confirmed, it appears in 3PL Accounting and you can view, print or export it.
Are the charges in the portal including VAT?
No. Charges in the portal are shown before VAT.
How do I check which orders I was charged for?
Click View, then download the Orders section as a CSV. For the products on each order, use the Extended Invoice Report.
Can I see charges before the invoice is ready?
Yes. Unconfirmed Invoice Items shows charges as they happen through the month. They may change until the invoice is confirmed.
I think a charge is wrong
Email us with the invoice number and the line you’re querying. If we need to correct it, we’ll update the invoice.
I can’t see 3PL Accounting
Your user may not have access to invoices. Email us and we’ll check your permissions.
Based on Mintsoft’s Viewing an invoice and 3PL Accounting FAQ guides.
Need a hand?
We’re here to help.
Question about a charge? Send us the invoice number and the line you’re asking about.