How To

Creating An Invoice

In most cases, an invoice is created automatically as buyers complete a purchase in a marketplace channel such as Amazon, eBay, Walmart, your webstore or else. However, sometimes you may find it necessary to create an order manually to record any offline sales or to perform any order testing that you may need.

 

Creating an Invoice


Many retailers have 'offline' sales that may occur and they would like to appropriately decrement inventory quantity and maintain an invoice in the ChannelAdvisor order management system. To create an invoice directly in the ChannelAdvisor system, follow these steps:

  1. From Inventory > All Products - Beta, select the item(s) to include on the invoice.

  2. Click More and select Create Sale in the view toolbar.

  3. Complete the information required to generate an invoice, including buyer email address and item price.

  4. Click Proceed to complete the invoice or Cancel to exit without saving.

After completing this process, the order details page will be displayed for the invoice which will appear in the Sales > All Sales view.

You can use the automated email notifications system to request the buyer complete checkout online to complete their order, or you can email the buyer from the details page. Click on Email in the left corner and complete the buyer's email address, select the Default COP Checkout Reminder template from the drop down menu to populate the message subject and text.

In the right-hand corner, select to Send Test Email or Send Email and Exit to complete the email process.

If the buyer has already completed the checkout process, you can edit the order status to include the buyers payment and shipping information and complete the order directly in the All Sales view. On this page, select the order and then click on Status.

On the Update Order Status page, complete the payment, shipping order details. Once completed, click Update Orders in the right corner to complete the update.

In most cases, an invoice is created automatically as buyers complete a purchase in a marketplace channel such as Amazon, eBay, Walmart, your webstore or else. However, sometimes you may find it necessary to create an order manually to record any offline sales or to perform any order testing that you may need.

 

Creating an Invoice


Many retailers have 'offline' sales that may occur and they would like to appropriately decrement inventory quantity and maintain an invoice in the ChannelAdvisor order management system. To create an invoice directly in the ChannelAdvisor system, follow these steps:

  1. From Inventory > All Products - Beta, select the item(s) to include on the invoice.

  2. Click More and select Create Sale in the view toolbar.

  3. Complete the information required to generate an invoice, including buyer email address and item price.

  4. Click Proceed to complete the invoice or Cancel to exit without saving.

After completing this process, the order details page will be displayed for the invoice which will appear in the Sales > All Sales view.

You can use the automated email notifications system to request the buyer complete checkout online to complete their order, or you can email the buyer from the details page. Click on Email in the left corner and complete the buyer's email address, select the Default COP Checkout Reminder template from the drop down menu to populate the message subject and text.

In the right-hand corner, select to Send Test Email or Send Email and Exit to complete the email process.

If the buyer has already completed the checkout process, you can edit the order status to include the buyers payment and shipping information and complete the order directly in the All Sales view. On this page, select the order and then click on Status.

On the Update Order Status page, complete the payment, shipping order details. Once completed, click Update Orders in the right corner to complete the update.

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