Overview
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:
Channel Invoice Filters and Columns
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).
See the QuickBridge settings for posting channel invoices to QuickBooks.
*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. |