Managing Channel Invoices

Updated 2 days ago

The Manage Channel Invoices page lets you:

  • See all channel invoices created for channel customers
  • Search for specific channel invoices using the provided filters
  • Select invoices and choose to delete or mark as exported/unexported to QuickBooks
  • Click each Invoice ID to open its Invoice Details

To access this page, click Customers > Channel Customers > Manage Channel Invoices.

Take a look at a sample list of channel invoices:

The table below describes each of these filters, and the sortable grid columns with your filtered search results:

FILTER:

DESCRIPTION

Company

Find channel invoices for a specific company.

Channel

Find channel invoices for a specific channel customer.

Only channels that are enabled for the selected company will appear in this list; however, Local Store and Wholesale always appear for any selected company because you can have orders for those channels without enabling them in SellerCloud.

Date From and To


Find channel invoices within a range of orders' ship dates.

Invoice ID

Find a single channel invoice by its ID (the auto-created number for the channel invoice).

PO/Deal#

Find a single channel invoice by its PO or Deal number.

Reference #

Find a single channel invoice by the number used to cross-reference it with your own internal invoicing system.

Amount

Find channel invoices by their grand total.

QuickBooks*

Find channel invoices by their exported status to QuickBooks (All, Yes, No).

*Only shown if Enable QuickBooks Workflow is selected in the Client Settings.

GRID COLUMN

DESCRIPTION

Invoice ID

Auto-created number for the channel invoice.

Company

Company associated with the channel invoice.

Channel

Channel associated with the channel invoice.

Date

Channel invoice date.

PO/Deal#

PO or Deal number associated with a channel invoice.

Reference #

The optional number used to cross-reference the channel invoice with your own internal invoicing system.

Grand Total

Channel invoice total.

QuickBooks*

The status of the channel invoice's export to QuickBooks (Exported/Unexported).

*Only shown if Enable QuickBooks Workflow is selected in the Client Settings.


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