opportunity 1
Manual
Billing Process

3PL Manager
"[I have to] manually adjust the file to include the formulas from the previous invoice excel file."

3PL Owner
"Billing definitely keeps me up at night, and making sure that our warehouse team is doing the correct things every single time."

Brand Owner
“We once missed $30K of postage charges."
opportunity 2
Fronting Money
to Brands

3PL Manager
"For everything else, we do billing once a month. We're pretty much investing in the [Brand] for the month, but we want to change that."

3PL Owner
"Twice monthly, we are floating that cost up to 14 days, credit card, we hope we collect on it, if we don’t collect on time we are offering interest-free loans."
opportunity 3
Lack of Billing
Transparency

Brand Owner
“When they do a project for us, we don’t know what they’re actually doing until we get the bill.”
3PL's Billing Workflow
The old workflow would take a 3PL Manager several hours to complete.
Our new workflow cut billing time down to only a few minutes.

Export raw order data from their WMS
(Warehouse Management System)

Import raw order data into Microsoft Excel

Customize (huge) Excel sheet to match the company workflow

Referencing the Excel data, use Bill.com to generate invoices one-by-one

Send invoices individually to each client
(100+ brands in our case)

Cross fingers that everything was accurate and sent appropriately.


Wait 1-4 weeks to receive payment from clients
Send all auto-generated invoices with one click.


Track clients down who haven’t paid / Correct errors made
Automatically deduct payment from client’s Wallet