Storage on record.Handling recorded.Billing kept clear.
Tag incoming stock as customer-owned, let V5 capture handling when the lot arrives and storage each day against your own rate cards, then bundle the open charges into an invoice the customer can read line by line.
The charge follows the work.
Follow one customer's pallets
Mark the stock as someone else's
A purchase order can be marked customer-owned and named to one customer.
How 3PL billing works: ownership, rate cards, captured charges, overrides and invoices
1. Mark the stock as someone else's
A purchase order can be marked customer-owned and named to one customer.
Each lot created from that receipt carries the owner.
Owner-tagged lots are held back from being issued or shipped to someone else.
- Consignment and tolling
- The same tagging covers consignment, tolling and 3PL stock held on a customer's behalf.
You decide who owns the goods. V5 records and enforces the tag; it does not settle title.
Receipt R-4410
Customer A stock
- Ownership
- Customer-owned
- Owner
- Customer A
- Lots created
- 24 pallets · owner tagged
- Issue to others
- Blocked
- Linked to
- Order and receipt line
Owner-tagged lots cannot be shipped or issued to a different customer.
2. Write your charges down once
Charges have a kind — handling, storage, accessorial, fuel surcharge or freight — and a basis: per pallet, carton, each, kilogram, day, receipt, shipment or flat.
Each customer has default handling and storage cards.
A customer rule can override the price for that customer.
- Ledger labels
- A rate card can carry the account it belongs to, so finance can trace the charge.
There is no pick, pack or fulfilment fee type. Charges come from receipts, daily storage, freight and manual entries.
Rate Cards
What you charge, and how it is counted
- Storage
- per pallet · per day · 0.85
- Handling
- per pallet on receipt · 12.00
- Accessorial
- per pallet wrap · 3.00
- Customer default
- Handling and storage cards
- Customer A rule
- Handling 10.00
A customer rule can carry its own price.
3. Let the Charges Build Themselves
Handling is captured automatically when a customer-owned lot arrives.
Storage is snapshotted daily from the quantity on hand, and one snapshot per customer per day is kept.
Charges start as draft and are approved before they can be invoiced.
- At receiving
- Expected charges can be shown on the receipt before it is signed off.
Storage snapshots run on a schedule or when you trigger them; they are a daily record, not a live meter.
Customer A · September
Open charges
- Handling
- 24 pallets × 12.00 = 288.00
- Storage
- 30 days × 22 pallets × 0.85 = 561.00
- Accessorial
- 4 wraps × 3.00 = 12.00
- Status
- Draft → approved
- Total
- 861.00
Storage is snapshotted from what was on hand that day.
4. Correct a charge without losing the original
An override needs a reason and keeps the original quantity and price.
A cancelled charge stays on the record with its reason and is left out of invoicing.
A charge that has been invoiced cannot be quietly edited.
- Manual charges
- A one-off charge can be added by hand and follows the same approval and override rules.
There is no customer dispute portal and no credit-note document. Corrections are an override, a cancellation or a voided invoice.
Charge Override
Handling · receipt R-4410
- Original
- 24 × 12.00 = 288.00
- Now
- 24 × 10.00 = 240.00
- Reason
- Required
- Original figures
- Kept beside the new ones
- Once invoiced
- Void the invoice first
Every charge shows whether it was automatic, manual or overridden.
5. Bundle the period into one invoice
An invoice run gathers the open charges for a period into a draft.
Issuing and payment are dated, and voiding returns the charges to open.
Each invoice can be downloaded as a PDF for the customer.
- Billing hub
- The hub lists each customer's draft and approved charges, issued-unpaid totals and paid totals.
V5 raises and tracks the invoice; it does not collect the payment or chase the customer.
Invoice INV-2026-09-A
Customer A
- Period
- 1–30 September
- Bundled
- 8 open charges
- Status
- Draft → issued → paid
- Void
- Releases charges back to open
- Copy
- Downloadable PDF
One screen shows every customer's draft, unpaid and paid totals.
Where 3PL billing sits
The same stock records that tell you where a lot is also tell you who it belongs to and what it owed you this month.
- ReceivingCheck deliveries against the purchase order and record each lot.See Receiving
- This page3PL & storage billingTag customer-owned stock, capture handling and daily storage charges, then invoice them.
- Inventory & Stock StatusSee each lot's location, quantity, hold status and order of use.See Inventory & Stock Status
- ERP & AccountingConnect V5 to your ERP as the financial record.See ERP & Accounting
AI and 3PL & storage billing
Handling charges with a clear basis
Handling charges with a clear basis
Ask V5 how customer-owned stock, daily storage and handling events connect to billing. Invoice assistance is separate from deciding the contracted rate.
Everything in this feature
What 3PL billing uses. Plan inclusion is confirmed with you. Compare plans
Which plans include 3PL billing?
Customer-owned stock, rate cards, billable charges and customer invoices are in the current V5 app. Which plan includes them is confirmed with you before you buy.
Ownership · Whose stock it is.
Customer-owned orders
Availability to confirmA purchase order can be tagged to the customer who owns the goods.
Lot-level owner
Availability to confirmEach lot carries the owner from the receipt.
Issue protection
Availability to confirmOwner-tagged lots are held from being issued to another customer.
Consignment and tolling
Availability to confirmOne tagging model covers held, tolled and consignment stock.
Charges · Rate cards and capture.
Rate cards
Availability to confirmHandling, storage, accessorial, surcharge and freight kinds.
Ten charge bases
Availability to confirmPer pallet, carton, each, kilogram, day, receipt, shipment or flat.
Automatic handling charge
Availability to confirmCaptured when a customer-owned lot arrives.
Daily storage snapshot
Availability to confirmFrom quantity on hand, once per customer per day.
Override and cancel
Availability to confirmReason required; original figures kept.
Invoicing · Runs, status, copies.
Invoice run for a period
Availability to confirmOpen charges bundled into a draft invoice.
Invoice status
Availability to confirmDraft, issued, paid or void.
Void returns charges
Availability to confirmA voided invoice releases its lines back to open.
Invoice PDF
Availability to confirmDownloadable copy for the customer.
Cross-customer hub
Availability to confirmDraft, unpaid and paid totals for every customer.
Availability to confirm: the capability exists in V5, but which plans include it, and whether it is enabled for you, is not yet confirmed — ask us. V5 captures what happened to the goods and prices it the way you set up. You decide what to bill and when.
Explore the sample records.
Open a sample report to review its contents, supporting references and how the record is built.
UltimateSample report
3PL Service Invoice
Ship & trace
Inventory & Traceability: the Practical Operations Guide
From goods-in to dispatch: practical controls for locations, usable stock, movements, counting, picking and traceability. Use it with or without V5.
- The stock record and goods-in
- Locations people can find
- Eligible versus on-hand stock
- Movements, counting and adjustments
Plus Picking, dispatch and traceability; Quality handover, planning and connections; Five working tools: dataset, exception tests, timed trace challenge, trial scoring, pilot plan.
Get the inventory & traceability guideWe ask for your name and email so we can handle this request. The full guide then opens on this site, ready to translate, print or save. Privacy policy.
UltimateFree practical guide
Inventory & Traceability: the Practical Operations Guide
Straight answers.
What buyers ask us first about Warehouse & Traceability.
Do we need scanners and label printers?
Scanning and printing work best with handheld scanners and label printers. Each device is confirmed during setup, so check your models with us before you buy.
Can we keep stock on hold until quality approves it?
Yes. A lot can be held, and held stock shows as unavailable for picking until a person in quality releases it.
How fast can we trace a lot?
From any lot you can follow it back to its supplier or forward to batches and shipments. How complete that is depends on every move being scanned.
More of the product
Start with one area. Add the rest when you are ready.
This feature's areaWarehouse & TraceabilityExplore 
Production & PlanningExplore 
Quality & LaboratoryExplore 
Documents & TrainingExplore 
Equipment & PerformanceExplore 
Orders & IntegrationsExplore
Try it with one of your own customer accounts.
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