Using the Invoicing Dashboard

Invoices may be created for any Active parts in Steelhead. Sales Orders show up on the Invoicing Dashboard as soon as parts become active. An invoice may include multiple Sales Orders (for the same customer), a single one, a single Work Ord...

Invoicing

Sending a Single Invoice to Customers To send an invoice to a customer: Find the invoice that you want to send on the Invoices card You can also send invoices from the "View All Invoices" page Click on the "Send Invoice" icon Incl...

Invoicing Dashboard Layout Received Orders and their corresponding Work Orders appear on the Invoicing Dashboard under "Active Parts" as soon as they are created. Completed invoices from the past 30 days appear in the "Invoices (last 30 da...

For auditing and accounting purposes, Steelhead does not allow invoices to be edited after they have been sent to customers . If an invoice sent to a customer contains an error, the invoice should be voided and a new one created. Vo...

Steelhead Payments Steelhead Payments are a way to process transactions for invoices created in Steelhead, using payment links embedded in invoice pdfs. For customers utilizing the Customer Portal, they will be able to validate and pay an invoice ...

Invoices can be created directly from the Shipping Dashboard using Packing Slips or Bills of Lading . Enable Invoice Creation from Packing Slips Page Creating invoices from packing slips is enabled in Domain Settings. From the Domain ...

Unpriced Parts Compared to 0 Dollar Parts There is a key difference between a Sales Order Line Item with no pricing defined and with $0.00 as the line rate. Unpriced lines simply mean that we have yet to determine what the price should be, a...