Creating and managing your Invoices and Order Summaries is really simple.
Including an Invoice inside the package is mandatory when dealing with international shipment and for custom clearance.
Having an Order Summary could be useful to better organize your picking process, instead.
Let's see how it works! 🔎
1. How to do it
You can generate Invoices or Order Summaries from Label Creator > To Ship and also from Label Creator > Shipping Labels. This means that you can create this kind of documents before or after shipping your orders.
💡 Note: Please note that if you create your invoice before shipping your orders (from Label Creator > To Ship), certain data as Tracking Number, won't be included inside the Excel that you can create from Label Creator > Invoice Manager.
You can either select and create your shipping document for one order or multiple orders at one time.
📌 Since the Order Summary, as well as the Invoice, needs articles details from the item to be included, it works only with orders coming from a Marketplace.
From To Ship, click on Create Invoice or Order Summary on the right side of the page:
From Shipping Labels, click on Actions > Create Invoice or Order Summary.
The window that pops up is the same in both pages and automatically filled with Order Data. However, you'll be able to edit your Invoice and Order Details.
As well as the Currency to employ:
By filling Description, Quantity and Unit Price fields, you'll be able to add multiple items to your Invoice
📌 Please note that we do not import fiscal information of your customers, for this reason you'd need to add the VAT number manually.
After editing all your information, decide whether you'd like to create an Invoice or an Order Summary:
Click on Confirm to open the document in a new tab. You can either print it or download it directly!
Here's how the Invoice looks like:
And here is the Order Summary:
📌 Kindly note that VAT is only applied on same country shipments.
2. Where can I find my Invoices?
All the Invoices you created will be saved into Label Creator > Invoice Manager.
You can Download them by clicking on the blue icon or delete them.
ShippyPro allows you to manage your Invoices and send them per email to your customers.
Read this article and learn how Invoice Manager works:
3. How to customize your Invoices
With ShippyPro, you can customize the layout of the Invoices you send to your customers.
To do that, click on My Profile > Invoice Info.
Here you can change your Invoice Logo by clicking on Browse.
Note: Please note that you can upload only jpg and png file, max dimension 250 x 250 px.
You can also edit other general options:
On the right side of the page, you can add some additional information for your customers inside the Invoice Footer.
You can also change your Invoice Number. This number is sequential, so if you add 6, the number of the next invoice will be 7.
4. How to edit an Invoice
If you'd like to edit an Invoice, you should overwrite data changing the fields you'd like to edit.
📌 Invoice numeration is progressive and does not reset with the start of the new year.
Here's an step-by-step article to learn how to edit your invoices:
Every Annual Plan also receives 12% discount!
What's Next? 🔎
Tags: DDT, BDA