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Invoice Settings

Table of Contents

Overview

With Sellercloud, you can choose to send your customers an invoice of a standard type or use a customized plugin. The Invoice settings are configured on a company level and allow you to show or hide Product and Order information.

Configure Invoices

To specify which data to display on Order’s Invoices within a particular company, follow the steps described below.

  1. Go to Settings > Companies > Manage Companies > Open a company.
  2. From the Toolbox, select Invoice Settings.Invoice Settings Configuration
  3. In the Invoice Type field, select the type of invoice you want to make adjustments for.
  4. Select or deselect settings in order to display or hide parameters on the invoice.
  5. Save the changes.
Wholesale channel order invoices will always show prices even when Show Prices and $ total is disabled. To hide the price on those invoices, enable the client setting Allow to hide prices on WholeSale order Invoice (from Settings > Client Settings > General Client Settings), and then uncheck the Show Prices and $ total setting here.

Configure Wholesale Invoice

You can also configure individual invoices for each wholesale customer or alternatively, use a unified plugin for all Wholesale orders. Once the appropriate plugin is placed on your server, follow the steps below to set the Invoice Type per customer.

Individually

  1. Go to Customers > Manage Customers > Open the customer.
  2. Press Edit.
  3. In the Order Options panel, go to Invoice Options drop-down menu > Order PDF Invoice Plugin field, and select the requested plugin.
  4. Press Save.Select Invoice PDF Plugin Per Customer

For all Wholesale Orders

  1. Go to Settings > Companies > Manage Companies > Open a company > Invoice Settings.
  2. Navigate to WholeSale Invoice Type > select your desired format from the dropdown.
  3. Press Save.

Configure Per Channel Invoices

The client setting Enable Per Channel Based PDF Invoices must be enabled prior to making channel-specific adjustments (from Settings > Client Settings > General Client Settings).
  1. Go to Settings > Companies > Manage Companies > Open a company.
  2. From the Toolbox, select Invoice Settings.
  3. Press Per Channel Preferences.Invoice Preferences Per Channel
  4. Navigate to the requested channel.
  5. Select the Invoice Type and the Plugin.
  6. Press Save.
    Set Invoice Plugin per Channel

Configure Fulfillment Channel Invoices

The client setting Enable Per Channel Based PDF Invoices must be enabled prior to making channel-specific adjustments.

  1. On the Invoice Settings page, click Per Channel Preferences.
  2. Navigate to the requested channel.
  3. In the Invoice Type field, select Channel Specific.
  4. Press Save.
CLIENT SETTING DEFINITION
Print Invoice Printed Count Shows the number of times an invoice is sent to be printed. The count will appear on the Invoice page, under the date and time field.
Enable ITIN Invoices Allows setting separate invoice plugins for Order Form and Wholesale Invoice Types.

Using invoices

Invoices, or packing slips, can be configured and printed in PDF format from Sellercloud.

Sellercloud provides a standard invoice with many options to show or hide product and order information.

Sellercloud developers can create custom invoices (subject to additional charges). Customized plugins can be created with your own branding, and separate invoices can be used for wholesale orders. Invoices are company-specific, so you can create separate invoices for every company.

You can also configure separate invoices per channel.

PDF invoices are configured in Sellercloud even for printing invoices from ShipBridge. However, 4×6 labels (thermal printer) are configured in ShipBridge under the Invoice tab.

You can print invoices from the Manage Orders page and from the Order Detail page by selecting Print Invoice to PDF in the Action menu. PDF invoices can also be printed from ShipBridge when shipping the order or pre-printed before shipping the order.

Configuring invoices

  1. Click Company Settings > Toolbox > Invoice Settings.
  2. Select the Invoice Type. The default type is “Standard.” If used, enable the options as desired to show or hide information.
Wholesale channel order invoices will always show prices even when Show Prices and $ total is unchecked. To hide the price on those invoices, enable Allow to hide prices on WholeSale order Invoice in the Client Settings, and then uncheck the Show Prices and $ total setting here.
The setting Print Invoice Printed Count lets you track how often an order invoice is printed. The count will show under the date and time.

Wholesale invoices

  • A general invoice can be created that will print for all wholesale order. When placed on your server, it will appear in the WholeSale Invoice Type dropdown. Choose the invoice type and save.
  • Individual invoices per wholesale customer can be configured. When placed on your server, you can find it by going to Customers > Search and Select Customer > General page. Select the plugin from the Order PDF Invoice Plugin dropdown.
Checking Enable ITIN Invoices in Client Settings will allow you to set separate invoice plugins for Order Form and Wholesale invoices types.

Per-channel invoices

You can choose plugins separately by channel:

  1. Select Enable Per Channel Based PDF Invoices in the Client Settings.
  2. On the Invoice Settings page, click Per Channel Preferences.
  3. Find the channel > Select Plugin in the Invoice Type dropdown > Select the Plugin > Save.

Fulfillment channel invoices

When selling on fulfillment channels, such as Choxi, Wayfair, Overstock, and SmartBargain, the packing slip will automatically print out compliant with the channel’s specifications (i.e. logo, format). If Per Channel Preferences is enabled (see above), complete the following steps:

  1. On the Invoice Settings page, click Per-Channel Preferences.
  2. Find the channel in the list > select Channel Specific from the Invoice Type dropdown > Save.
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