Unit of competency Outline
Date retreived
22/07/2026 5:59 AM AWST
22/07/2026 5:59 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
TLIP3027A
TLIP3027A
State Code
D5296
D5296
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
06/07/2011
Field of Education
089901 - Purchasing, Warehousing And Distribution
Original Release Date
06/07/2011
Nominal Hours
30
Description
This unit involves the skills and knowledge required to organise freight invoicing and payment, including preparing invoices, coordinating documentation, and processing payments. Licensing, legislative, regulatory or certification requirements are applicable to this unit.
Notes
Elements and Performance Criteria
1Prepare invoices
- 1.1 Purchase order or documentation regarding request for invoice is registered, validated and filed appropriately
- 1.2 Payment method, timing and ,where required, currency and exchange rates are noted on the documentation
- 1.3 Invoice documents which commit the business to providing goods and services are registered and sourced
- 1.4 An 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
2Coordinate 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's ledger is produced from balance sheet
- 2.3 Follow-up contacts of any outstanding account(s) are made according to 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
3Process payments
- 3.1 Workplace policy and any particular contractual requirements are followed when making payments
- 3.2 Records of payments and any required government returns are completed and filed
- 3.3 Payments received are registered
- 3.4 Receipts are attached to payments with any corresponding documents and filed appropriately
- 3.5 Receipts are forwarded to customers
- 3.6 Files are retained according to archival regulations for audit purposes
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.
The workplace environment may involve twenty-four hour operation and may include:
single and multi-site locations
large, medium or small companies
Services, products, risks, work systems and requirements may potentially :
vary across different sections of the workplace
Operations involve:
internal and external customer contact and coordination
Invoices may be:
raised manually (typed/written) or computer-generated by authorised personnel
Transactions may be:
in Australian or foreign currency
Consultative processes may involve:
other employees and supervisors
customers and suppliers
management and union representatives
industrial relations and OH&S specialists
other professional or technical staff, contractors and maintenance personnel
Communications systems may involve:
telephone
fax
email
electronic data transfer of information (EDI)
mail
Depending on the type of organisation concerned and the local terminology used, workplace plans/procedures may include:
company plans/procedures
enterprise plans/procedures
organisational plans/procedures
established plans/procedures
Information/documentation may include:
procedures for the organisation of freight invoicing and payment
workplace records of invoices and payments
customer/client instructions and assessed requirements
legislation, regulations and related documentation relevant to business operations
regulations and policies relating to minimising risks to the environment and ensuring compliance with OH&S requirements
invoices and receipts
relevant agreements, codes of practice including the National Standards for Services and Operations
manufacturers/suppliers specifications, advice, recommended procedures, policies and instructions
workplace financial procedures and processes
workplace guidelines on appropriate workplace language and communication strategies and interpretation of relevant information
quality assurance procedures
Applicable regulations and legislation may include:
relevant regulations, standards and codes of practice
taxation and trading regulations relevant to business operations
relevant Australian and state/territory OH&S legislation
equal employment legislation and related policies
environmental protection regulations
hazardous substances and dangerous goods codes
relevant Australian standards and certification requirements
licence, patent or copyright arrangements
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.
The workplace environment may involve twenty-four hour operation and may include:
single and multi-site locations
large, medium or small companies
Services, products, risks, work systems and requirements may potentially :
vary across different sections of the workplace
Operations involve:
internal and external customer contact and coordination
Invoices may be:
raised manually (typed/written) or computer-generated by authorised personnel
Transactions may be:
in Australian or foreign currency
Consultative processes may involve:
other employees and supervisors
customers and suppliers
management and union representatives
industrial relations and OH&S specialists
other professional or technical staff, contractors and maintenance personnel
Communications systems may involve:
telephone
fax
electronic data transfer of information (EDI)
Depending on the type of organisation concerned and the local terminology used, workplace plans/procedures may include:
company plans/procedures
enterprise plans/procedures
organisational plans/procedures
established plans/procedures
Information/documentation may include:
procedures for the organisation of freight invoicing and payment
workplace records of invoices and payments
customer/client instructions and assessed requirements
legislation, regulations and related documentation relevant to business operations
regulations and policies relating to minimising risks to the environment and ensuring compliance with OH&S requirements
invoices and receipts
relevant agreements, codes of practice including the National Standards for Services and Operations
manufacturers/suppliers specifications, advice, recommended procedures, policies and instructions
workplace financial procedures and processes
workplace guidelines on appropriate workplace language and communication strategies and interpretation of relevant information
quality assurance procedures
Applicable regulations and legislation may include:
relevant regulations, standards and codes of practice
taxation and trading regulations relevant to business operations
relevant Australian and state/territory OH&S legislation
equal employment legislation and related policies
environmental protection regulations
hazardous substances and dangerous goods codes
relevant Australian standards and certification requirements
licence, patent or copyright arrangements
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:
the underpinning knowledge and skills
relevant legislation and workplace procedures
other relevant aspects of the range statement
Context of and specific resources for assessment
Performance is demonstrated consistently over a period of time and in a suitable range of contexts
Resources for assessment include:
a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or
access to an appropriate range of relevant operational situations in the workplace
In both real and simulated environments, access is required to:
relevant and appropriate materials and equipment, and
applicable documentation including workplace procedures, regulations, codes of practice and operation manuals
Method of assessment
Assessment of this unit must be undertaken by a registered training organisation
As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests
Practical assessment must occur:
through activities in an appropriately simulated environment at the registered training organisation, and/or
in an appropriate range of situations in the workplace
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:
the underpinning knowledge and skills
relevant legislation and workplace procedures
other relevant aspects of the range statement
Context of and specific resources for assessment
Performance is demonstrated consistently over a period of time and in a suitable range of contexts
Resources for assessment include:
a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or
access to an appropriate range of relevant operational situations in the workplace
In both real and simulated environments, access is required to:
relevant and appropriate materials and equipment, and
applicable documentation including workplace procedures, regulations, codes of practice and operation manuals
Method of assessment
Assessment of this unit must be undertaken by a registered training organisation
As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests
Practical assessment must occur:
through activities in an appropriately simulated environment at the registered training organisation, and/or
in an appropriate range of situations in the workplace
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| S5872 | TLIQ407C | Organise freight invoicing and payment | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AWL36 | TLIP3027 | Organise freight invoicing and payment | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| W931 | TLI32410 | Certificate III in Logistics | Qualification |