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How to Generate a Shipping Receipt
How to Generate a Shipping Receipt
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

Once Fulfillment Associates have fulfilled and shipped an order, a Customer Service Representative–or CSR–can generate a shipping receipt from the Order's Profile. The shipping receipt includes a summary of the order along with the order's shipping date, anticipated delivery date, shipping carrier, and tracking number.

Required permission(s): order_read, order_update

  1. In the Orders module, select an order that is Shipped, Delivered, Refused, or Refunded.

  2. Scroll down to the Documents section, and click Generate to open a menu of options.

  3. Select Shipping Receipt to generate a new shipping receipt. The new receipt will appear in the list in the Documents section.

  4. Click Download to download the receipt in PDF format.

    • As of version 6.1, adult signature charges by shippers requiring it are automatically included in the receipt.

A CSR can also Generate and Download a Confirmation Receipt. If the order is covered by Veteran's Affairs Canada (VAC), the CSR can Generate a Policy Receipt.

Once a CSR generates the shipping receipt through the Orders module, the client will have access to the receipt through the Client Portal.

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