Unit of competency Outline

Date retreived
23/07/2026 12:30 AM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Organise freight invoicing and payment

Organise freight invoicing and payment

Unit of competency
National Code
TLIP3027
State Code
AWL36
TGA Status
Deleted
DTWD Status
Transition (Deleted)
Current Release Number
1.00
Current Release Date
29/02/2016
View on TGA
State Implementation and Classification
Approved Date
04/08/2016
Field of Education
089901 - Purchasing, Warehousing And Distribution
Original Release Date
04/08/2016
Nominal Hours
30
Description
This unit involves the skills and knowledge required to organise freight invoicing and payment. It includes preparing invoices, coordinating documentation and processing payments. Work involves discretion and judgment for self and others in organising freight invoicing and payment. It is performed under limited or minimum supervision with general guidance on progress and outcomes.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1 Prepare invoices
  • 1.1 Purchase order or documentation regarding request for invoice is registered, validated and filed appropriately
  • 1.2 Payment method, timing and, as required, currency and exchange rates, are noted on the documentation
  • 1.3 Invoice documents that commit the business to providing goods and services are registered and sourced
  • 1.4 Invoice is raised listing items in a full, clear, legible and unambiguous description
  • 1.5 Invoice original is checked and authorised by a signatory at an appropriate level
  • 1.6 Required documentation is forwarded to business or organisation requesting invoice
  • 1.7 Invoice details are recorded and filed in accordance with workplace policy
2 Coordinate documentation
  • 2.1 Chart of accounts is checked at the end of the agreed period to verify payment or outstanding debt/s against invoice/s raised
  • 2.2 Debtor ledger is produced from balance sheet
  • 2.3 Follow-up contacts of outstanding account/s are made in accordance with workplace policy
  • 2.4 Monthly statements are cross-checked at required intervals
  • 2.5 Reminder notices are forwarded to customers in accordance with workplace policy
3 Process payments
  • 3.1 Workplace policy and contractual requirements are followed when making payments
  • 3.2 Records of payments and required government returns are completed and filed
  • 3.3 Payments received are registered
  • 3.4 Receipts and corresponding documents are attached to payments and are filed appropriately
  • 3.5 Receipts are forwarded to customers
  • 3.6 Files are retained in accordance with archival regulations for audit purposes
No information
No information
Replaces
State Code National Code Title Type
D5296 TLIP3027A Organise freight invoicing and payment Unit of competency
State Code National Code Title Type
AZQ5 TLI32416 Certificate III in Logistics Qualification