FIRST INVOICE CHECK
Three-file checklist.
The agreement sets the basis. The activity establishes what happened. The invoice states the claim.
Current rate card / agreement
The signed agreement, active pricing schedule and any amendments that apply to the invoiced period.
Include the pages covering rates, units, tiers, minimums and additional charges relevant to the invoice.
Fulfillment activity
An export covering the same period as the invoice. Include orders, units, returns, receiving or other records relevant to the charges being tested.
Keep the dates, quantities and reference fields needed to reconcile activity. If part of the period is missing, identify the gap.
The complete invoice
The 3PL invoice, including all pages and any detailed line export available.
Keep the invoice reference, billing period, charge descriptions, quantities, rates and total legible.
ONLY THE INFORMATION NEEDED
Redact personal or customer data that is not needed for verification. Keep the contractual terms, relevant quantities and references that establish the basis of each charge.
No system credentials are requested for the first check. No software installation or integration is required.