Audience: Retailers
It is important to make sure that retailers and suppliers are on the same page with invoice policies. In order to better facilitate such coordination, retailers can set their invoicing policy within the Settings tab of the web application. There is also pop-up messaging on the invoicing pages to keep brands and suppliers up to date before they proceed with action on an order.
If you would like additional help with using this feature, reach out to your account manager or contact our support team.
Setting up your invoicing policy
Step 1: Click the navigation menu and select Settings > General Settings.
Step 2: On the General account settings page, use the Invoicing Policy drop-down menu to select which invoicing policy you wish to enforce:
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None – No Policy Enforced: The retailer does not enforce an invoice policy at this time.
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Require a unique invoice for each order: This means that suppliers must invoice the entire order at one time.
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Require a unique invoice for each shipment: This means that suppliers must invoice the entire shipment at one time.
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Require an entire order line to be invoiced at one time: This means that suppliers must invoice the entire order line at one time regardless of the number of shipments.
Step 3: When complete, click Save Changes.
The invoicing policy will only appear on orders after the new setting has been saved. If the setting is changed, the orders after the new setting is saved will show the new policy. Any orders before the new setting is saved will continue to display the old invoicing policy.
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