Manage Channel Invoices

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
CompanyFind channel invoices for a specific company.
ChannelFind 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 IDFind 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.
AmountFind 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 COLUMNDESCRIPTION
Invoice IDAuto-created number for the channel invoice.
CompanyCompany associated with the channel invoice.
ChannelChannel associated with the channel invoice.
DateChannel 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 TotalChannel 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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