Creating a Channel Invoice
Creating a channel invoice is the second step in SellerCloud's Channel Invoice workflow. This feature lets you create a channel invoice based on the shipped orders for a date range in SellerCloud, so you can reconcile the channel's invoice against SellerCloud data and apply the channel's payment to that invoice.
Create a channel invoice
- Go to Customers > Channel Customers.
- Click the channel customer's Display Name > click Invoices > Create Channel Invoice.
- Complete the fields on the Channel Invoice page, shown below.
The table below defines each of these fields:
Defaults to the company you chose.
Defaults to the channel customer.
Choose a date for the invoice.
PO # / Deal #
If the channel customer invoices you by product ID, you can create their invoice by item SKU.
To find an item, click SKU to open this Search box:
Start Date and End Date
Select the start and end dates for the ship-date range of the invoice's orders.
Defaults to the shipping allowance set in the channel customer's General Information, but you can update it here per invoice, or add it here if you left that value blank when you created the channel customer.
In either case, enter the percentage the channel deducts for shipping.
(unrelated to Shipping Allowance)
Defaults to the channel customer's General Information setting, but you can update it here per invoice.
Deselect or select the box. Selecting it will show a Shipping Total line on the channel invoice, which represents the total shipping amounts from the orders in the invoice.
Note: This setting does not apply to Groupon.
Item Allowance Value
This defaults to the item allowance set in the channel customer's General Information, but you can update it here per invoice, or add it here if you left that value blank when you created the channel customer.
Enter the amount ($) or percentage (%) the channel deducts from what they will pay you for each item.
- Click Create Job.
A job is scheduled to create an invoice from all orders that shipped during your chosen date range.Click the Job # to monitor the queued job and from there, you can click the completed job's Invoice # to jump to the new invoice.
SHOW ME WHERE.
- To see invoices, click the channel customer's Invoices page.
The table below describes each of these columns:
The auto-created number for the channel invoice.
PO# / Deal #
Note: You will find these numbers referenced in orders, in their Channel Order # (2) field.
Name of the channel customer.
Date you entered for the invoice.
- Click an Invoice ID to open its detailed grid, as described below.
About the channel invoice grid
The invoice grid will show one line per order item. You can:
- Click Expand to see each order's details, as described below.
- Click each Order # to open each order. Tip: From there, you can jump back to this invoice by hovering and clicking the Invoiced status' Invoice ID number.
- Select one or all SKUs, and then Delete or Export to Excel from the Action Menu.
The table below describes each of the columns, starting with the collapsed view and followed by the expanded view:
For this invoice only, the identification number for the SKU.
Product SKU from SellerCloud.
SKU used by the channel. This can be the same as the SKU from SellerCloud.
Populated if the SKU is a shadow.
Product Reference Number
Unique reference number from the channel.
Total quantity of items sold.
Gross price that the channel paid the seller for the unit.
Net Unit Price
Calculation: (Freight Allowance + Discount Allowance) * Qty
Calculation: Net Unit Price * Qty
Unique order identification number in SellerCloud.
Order Item #
SellerCloud's unique identification number for each item. This number originates from the order.
Channel Order #
Unique order number from the channel.
Fulfillment Line Item ID
Unique reference number for each item ID, primarily for Groupon.
Total quantity units of this SKU.
Sum total for an item on the order. This number represents a part of the Net Total.
Calculation: SUM(Net Total).
Calculation: SubTotal + Shipping Total
Note: If the Include Shipping setting is not selected during invoice creation, Sub Total will be the same as Grand Total.
Amount of the channel payment that has been applied to this invoice.
Amount that is still open for this invoice.
Calculation: Grand Total - Paid Total.