Understanding Bill to Third Party

Understanding Bill to Third Party

Overview:

This article explains how to charge a Third Party all rates applied to any single Inbound or Outbound Job and how to process through to Invoice.

Prerequisites:

  • Selected Third Party must be a Paying Customer


1. What is Third Party Billing in Freight Tracker?

Third-Party Billing allows charges related to inbound (receipts) and outbound (dispatches) to be assigned to a party other than the inventory owner. This is useful when logistics costs are sponsored or paid by a third party such as a vendor, buyer, or external contractor.

2. What Transactions are covered under Third Party Billing?

Currently, the feature supports:

  • Inbound transactions (e.g., unloading, receiving, putaway)

  • Outbound transactions (e.g., picking, packing, dispatching)

Storage,  and other value-added services are not included at this time.


3. How do I assign a Third Party to an Inbound Job?

You can specify the third-party account during job creation, or in these Status (Confirmed, and Completed after clicking edit) and prior to changing the Job status to a financial Status (DO NOT INVOICE, READY TO INVOICE or INVOICED) via:

  • Manual entry in the Inbound Job as an example 

  • By toggling Billed To to Third Party 

This will unhide the a field Third Party  where you can type in the Paying Customer you want to charge to (start typing and choose from the selection option(s))

Completed Inbound Job 



4. How do I assign a Third Party to an Outbound Job?

You can specify the third-party account during job creation, or in these Status (Confirmed, Allocated, Picked and Completed after clicking edit) and prior to changing the Job status to a financial Status (DO NOT INVOICE, READY TO INVOICE or INVOICED) via:

  • Manual entry in the Outbound Job as an example

  • By toggling Billed to to Third Party 

Completed Outbound Job 


5. How do I Process to Invoice?

  • Using the Inbound and Outbound above as the example:

  • Navigate to Finances > Completed Jobs > Warehouse

  • Go to the Customer (Using above examples that would be ALS CUSTOMER) 


  • Inbound transactions (e.g., unloading, receiving, putaway)

  • After confirming the Finance details are ok click Make Ready To Invoice button.

  • Now navigate to Finances > Ready to Invoice > Warehouse

  • Here you will find the previously selected Jobs under the Third Party selected in the Jobs. 


    1. These Jobs can now be Invoice to the selected Third Party 


6. What happens if no Third Party is specified?

If no third party is defined:

  • Charges default to the Paying Customer account associated with the job or inventory owner.


7. Can I track Third Party charges in reports and invoicing?

Yes. Billing reports and financial exports.

8. Is Third Party billing available for historic jobs?

No. The feature applies only to new or active jobs that have not been Invoiced. Historical jobs with a financial status if not Invoiced must be reverted to No Status if retroactive billing is required.


9. How do I activate this feature in the system?

Third-party billing is enabled by default for all