Client billing and reporting in warehousing operations requires extracting shipment data, calculating charges, and creating invoices manually across multiple systems. Manual data entry, calculation errors, and multi-day invoice delays frustrate clients and strain finance staff.
Automation extracts shipment records, applies rate cards, generates invoices and detailed reports, and sends them to clients in a single workflow. Invoices arrive on time, errors drop to near zero, and staff focus on exceptions and client relationships.
The full workflow, from trigger to completion.
The automation is triggered on the first day of the month or on a scheduled date when the billing period closes and all shipments are recorded in the warehouse system.
The automation pulls all completed shipments from the warehouse management system API and consolidates them into a structured dataset, grouping by client and service type.
An intelligent applies the stored rate card to each shipment, calculating per-client charges based on weight, distance, service level, and any surcharges or discounts.
The automation creates a new invoice for each client, populating line items, quantities, amounts, and payment terms automatically.
The automation generates a detailed shipment report for each client as a PDF, listing every shipment, charge, and total for the billing period.
The automation sends each invoice and its accompanying report to the client, with a personalised message and payment instructions.
The automation records invoice send dates, amounts, and client details log and creates follow-up reminders for unpaid invoices after 30 days.
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