The shipment invoice summarizes the goods packed and shipped to a vendor in a given shipment, and serves as a financial snapshot for the licence holder to request payment from the vendor. Be sure to forward the invoice to the vendor before or concurrent with shipping the shipment.
The shipment invoice doubles as a picking list for Fulfillment Associates to use when picking and packing the shipment.
Required permission(s): sales_order_read, shipment_read
In the Wholesale application, open the Sales Orders tab. It should be open by default.
Select a Sales Order to open the Sales Order's Profile.
Open the Shipments tab.
Locate the correct shipment, and click the
icon in the rightmost column to open the menu.
Click Download Invoice PDF. This prompts a shipment invoice PDF to download.
Note: The shipment must be Approved before you can download a shipment invoice. Visit the Shipment's Profile to Manage a Shipment's Status.
You can also proceed from the Shipments tab to the Shipment Profile and print the shipment invoice from there.
From the Shipments tab, select a shipment. This opens the Shipment's Profile.
In the Overview section, click Invoice. This prompts a shipment invoice PDF to download.
Note: The Invoice button will not be clickable unless the shipment has been approved. Open the Status drop-down menu to Manage the Shipment's Status.
From a Shipment's Profile, you can also Download a Packing Slip.