At the top of DeltaWMS, select the Setup tab

Select Maintain Accounts

Open the account in question

On the left-hand side, select the Invoicing section

In this section, tick the top box next to the Text Invoice

If you want them to only use invoicing for specific parts of Delta, please select which; otherwise, you can leave these as all selected as the default.

Set a VAT Rate (if applicable)

Select Invoice Style reports; they will be in the two mandatory sections at the bottom of that screen.

Note, you will not be able to save this yet.

Back on the left-hand menu, press the + button next to Invoicing and then select the Miscellaneous section

You will need to set a Rental Rule

Weekly – Will change for what you have left at the end of that week

Highpoint – Will change for what you have left at the end of that week and all other stock that has come in that week, even if this stock has now gone.

Once selected, press OK to save.

At the top of DeltaWMS, select the 3PL tab

Select Charge Group Maintenance

Give this a title in the Charge Group Code field, which will make it easy to reference for that customer

Click in the Description field. This will say Do you want to create a new one, Say Yes.

Enter a Description.

Select an Account.

Set the change from and change to dates if they need to be amended.

On the left-hand menu, you have three sections: Rental, RHD/Receipt or Picking

Select which one you need to add changes to

Press the + button on the right to add a new line

Enter in a Code, Description, VAT (if applicable), Price

‘Charge By’ can be Pallets, Cases, Items or partial quantity

Of the pallets is selected a pallet type will need to be selected as well

Press the Update button