Audience: Suppliers using Orders Beta
Whether you’re creating one invoice for the entire order or creating an invoice for each line item or each shipment, you can create those invoices through Orders Beta. Invoicing through Orders Beta enables you to use Invoices Beta and its features and benefits. Be sure to enable the Beta toggle at the top of the Create Invoice page.
Note: The options you see for invoices may vary based on your retailer’s invoicing policy. You may only invoice orders that are in a Complete status or have Shipped items in the order.
Step 1: From the navigation menu, select Workflows > Orders Beta.
Step 2: On the Orders Beta List View, click the PO Number of the shipped order you want to invoice.
Step 3: On the Orders Beta Details page, click Invoice and then:
- If your retailer requires each shipment to be invoiced separately, go to Step 4.
- If your retailer requires a single invoice for the entire order, go to Step 5.
Step 4: On the Select Shipments pop-up, you’ll see your retailer’s invoicing policy displayed at the top. Depending on your retailer’s invoicing policy, select the line items/shipments you want to invoice and click Create Invoices.
Note: The options and button will vary based on the number of invoices you are required to create.
Step 5: On the Create Invoice page, make sure the Beta toggle button is enabled to use Invoices Beta. Enter the invoice details required by your retailer (such as Invoice ID or Invoice Date) and click Create.
Note: If you are creating multiple invoices for the order, enter the invoice details required by your retailer and click Save and Create Next. Repeat this step as needed.
A confirmation message appears in the lower right corner of the page. On the Order Beta Details page, the Order Details section is updated to include links to the invoices you just created.
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