Create Invoices from Packing Slips and Bills of Lading
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Create Invoices from Packing Slips and Bills of Lading
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Invoices can be created directly from the Shipping Dashboard using Packing Slips or Bills of Lading.
Enable Invoice Creation from Packing Slips
Creating invoices from packing slips is enabled in Domain Settings.
- From the Domain page, scroll down to the option labelled "Create Invoices from Packing Slips." Turn this option on.
- With this option enabled, the "Create Invoice" icon appears on the "All Packing Slips" page.
Enable Invoice Creation from the Shipping Dashboard
Creating invoices from packing slips or bills of lading directly from the Shipping Dashboard is also enabled in Domain Settings.
- From the Domain page, scroll down to the option labelled "Create Invoices from Packing Slips." Turn this option on.
- With this option enabled, the "Create Invoice" icon appears on the Shipping Dashboard under the "Packing Slip Signed" and "Bill of Lading Signed" cards.
Create an Invoice from a Packing Slip or Bill of Lading
Make sure that both Domain Settings described above are enabled.
Find the Packing Slip or Bill of Lading to create an invoice from.
- Alternatively, you can go to the "All Packing Slips" page to create invoices or enable the option to create invoices directly from the shipping dashboard. This feature is not currently available for the "All Bills of Lading" page.
Click the "Complete Shipping and Create Invoice" button.
A prompt askinng whether you want to complete shipping and create an invoice will appear. Click "Yes" to proceed.
Cancelling Invoice Creation Does Not Cancel Shipping Completion
If you click "Yes" to the complete shipping prompt, the shipper will be completed whether an invoice is created or not. If you cancel the invoice creation, you will need to go to the Invoicing Dashboard to create the invoice.
- Complete the invoice creation dialog as you normally would.
Packing Slip View on the Invoicing Dashboard
The Invoicing Dashboard offers a "Packing Slip" view in addition to the standard "Active Parts" view. Turn this view on with these steps:
- Click the blue "View Packing Slips" link above the Active Parts card on the Invoicing Dashboard.
- Click the "View Active Parts" link to toggle back.
Completed Work Orders Cannot Be Invoiced
If a work order is marked as "Completed," an invoice cannot be generated. The work order must be marked as un-completed to be invoiced.
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