Invoice

62 Invoice

Overview: Use the Invoice page to review the details for an invoice.

As you build an order, the system keeps a record of each shipment you make against the order. Similarly, the system creates a record of each credit against the order for returns, cancellations, and overpayments.

The system creates a separate invoice for each shipment made against an order. In addition, the system creates a credit invoice each time a return, cancellation, or overpayment is made against the order.

How to display: Select an Invoice Number link on the Invoices page.

For more information:

Invoice Options for step-by-step instructions on the actions you can perform on the Invoice page.
Fields on Invoice for a description of the fields on the Invoice page.

Invoice Options

Purpose: You can perform the following actions on the Invoice page.

Customer Actions:

Invoice Line Actions:

Review an Item’s Personalization Details

Payment Method Actions:

View Payment Method Details

Order Actions:

For more information:

Invoice for an overview of the Invoice page.
Fields on Invoice for a description of the fields on the Invoice page.

Call the Customer’s Phone Number

Select a Phone Number link to advance to the default application used to initiate phone calls. If a default application is not defined, a window displays where you can select the application to use to call the customer’s phone number.

Note:

This option is available only if hyperlink configuration is selected for the Phone field in the Work with Contact Center (WWCC) menu option. In addition, the Phone field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Email the Customer

Select the Email Address link to advance to the default application used for email. If a default application is not defined, a window displays where you can select the application to use to email the customer.

Note:

This option is available only if hyperlink configuration is selected for the Email field in the Work with Contact Center (WWCC) menu option.

Review an Item’s Personalization Details

Select the Personalization (Special Handling) link for an item to advance to the Personalization Information window.

Note:

This option is available only if personalization has been defined for the item.

View Payment Method Details

Select the View Details icon for a payment to advance to the Payment Method Details window.

Perform a New Search

Select Search or Home above the page to advance to the Search for Orders or Customers page.

Review Order Summary

Select Order Summary at the top of the page to advance to the Order Summary page for the current order.

Review Order Activity

Select Order Activity at the top of the page to advance to the Order Activity page for the current order.

Review or Work with Order Messages or Order Notes

Select Message at the top of the page to advance to the Messages page for the current order.

Review Refunds and Returns for the Order

Select Returns/Refunds at the top of the page to advance to Returns/Refunds page.

Review Invoices for the Order

Select Invoices at the top of the page to return to the Invoices page.

Unlock the Order

Select Unlock Order above the page or press CTRL + ALT + u to process any remaining order updates and unlock the order so that it available for maintenance by another user.

Note:

This option displays only if you have locked the order in the current session; it does not display if another user has locked the order. In this case, you can use the Unlock Order option if you have the required authority.

For more information: See Maintaining an Order for more information about locking and unlocking an order.

Fields on Invoice

Purpose: The following information displays on the Invoice page.

Invoice Payment Information Panel

For more information:

Invoice for an overview of the Invoice page.
Invoice Options for step-by-step instructions on the actions you can perform on the Invoice page.

Invoice Page Title

Order (Order Number): This is the order number whose invoices you are reviewing.
Invoice: This is the invoice number whose details you are reviewing.

Invoice Billing Address Panel

The Invoice Billing Address panel displays the name and address of the customer charged for the invoice.

If the Capture Addresses for Invoice (J24) system control value is selected, the invoice billing address is the name and address from the Invoice Address table where the Type is set to B.
If the Capture Addresses for Invoice (J24) system control value is unselected, the invoice billing address is the name and address from the Customer Bill To table, if there is a bill-to account associated with the order; otherwise, the name and address of the Customer Sold To who placed the order.

The Invoice Billing Address panel displays the following fields:

Bill-To Customer Name (unlabeled field below the Invoice Billing Address title): The customer name displays in prefix, first name, middle initial, and last name format.
- If a Company Name is also defined, the company name displays below the sold-to customer name.
- If a Company Name is defined without a sold-to customer name, the company name displays in place of the sold-to customer name.

Bill-To Customer Address (unlabeled field below the Customer Name and Company Name)
Bill-To Phone Number (unlabeled fields below the Address): Up to three phone numbers may be shown with the type shown in brackets such as (508) 652–3800 (Business). If more than one phone number is defined for the sold-to customer and only one is shown such as in a one-time ship-to order, the system uses the following hierarchy to display the phone number:
- home phone number
- business phone number that also supports a phone extension
- mobile or fax phone number as determined by Third Phone Number Type (L53) system control value.

The phone number displays in the telephone number format defined for the country on the customer’s address.

Note:

The Phone Number field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Bill-To Email Address (unlabeled field below the Phone Number): This is the bill-to customer’s primary email address.
Bill-To Opt-In Status (unlabeled field below the Email Address): This is the opt-in status defined for the bill-to customer’s primary email address.
Gross Margin amount and percentage. Displayed if you have authority under the Display Gross Margin (A65) secured feature.
Currency Code related to the Gross Margin.
Hidden Shipping. Displayed only if there is hidden freight on the invoice.
Discount Amount. May be 0.00.
Delivery Code (Delivery Address Type)

Invoice Totals Panel

The Invoice Totals panel displays the payment totals for the invoice and also indicates whether the invoice is currently pending Credit Card Net Exchange Billing.

Merchandise
Shipping: This amount may not be equal to the total of all the line-level freight charges. An icon () Indicates if there is a shipping override applied to the order, even if it was applied after the creation of this invoice.
Additional Shipping
Additional Charges
Personalization (Special Handling) Charge
Tax: The total tax for the invoice. This total includes GST and PST, if any. This field does not include hidden tax.
GST: Total for this invoice.
PST: Total for this invoice.
Total (Invoice Total)
Currency Code that applies to the invoice totals.
Net Exchange Billing: Net Exchange Billing displays if the invoice is currently pending credit card net exchange billing.
Netted Against: Provides links to the other invoices associated with the order that are also pending credit card net exchange billing, if any.

Ship-To Details Panel

The Ship-To Details panel displays the details for a ship-to on the invoice, including the ship-to order’s name and address, and the items assigned to the ship-to order.

Select the arrow next to a Ship-To Details panel to view or hide the order ship-to information.

If there is more than one ship-to on the order, all Ship-To Details panels are collapsed by default.
If there in only one ship-to on the order, the Ship-To Details panel is expanded by default.

Ship-To Details Panel Title

The title of this panel varies, depending on the setting of the Broker Delivery Type:

If the Broker Delivery Type is blank, the title of this panel is Ship-To # Details, where # is the Ship-To Number.
If the Broker Delivery Type is S (Ship for Pickup), the title of this panel is Ship for Pickup Details. Note: This includes pickup orders from Order Orchestration (retail pickup).
If the Broker Delivery Type is P (Store Pickup), the title of this panel is Store Pickup Details.

Ship-To Address Panel

Where Does the Shipping Address Come From?

If the Capture Addresses for Invoice (J24) system control value is selected, the invoice ship-to address is the name and address from the Invoice Address table where the Type is set to S.
If the Capture Addresses for Invoice (J24) system control value is unselected, depending on how you create the order, the shipping address can be:

For a customer ship-to address:
- An order-level shipping address that is stored in the Order Ship To Address table.
- A permanent shipping address for the sold-to customer on the order, stored in the Customer Ship To table.
- A recipient customer, stored in the Customer Sold To table.
- The name and address of the Customer Sold To who placed the order, stored in the Customer Sold To table.
For a store ship-to address: The name and address of the store where the customer will pick up the order, stored in the Store Cross Reference table.

The Ship-To Address panel displays the following fields:

Customer Name or Store Name (unlabeled field below the Ship-To Address title): The customer name displays in prefix, first name, middle initial, and last name format.
- If a Company Name is also defined, the company name displays below the ship-to customer name.
- If a Company Name is defined without a ship-to customer name, the company name displays in place of the ship-to customer name.

Customer Address or Store Address (unlabeled fields below the Customer Name or Store Name)
Phone Number (unlabeled field below the Address): Up to three phone numbers may be shown with the type shown in brackets such as (508) 652–3800 (Business). If more than one phone number is defined for the sold-to customer and only one is shown such as in a one-time ship-to order, the system uses the following hierarchy to display the phone number:
- home phone number
- business phone number that also supports a phone extension
- mobile or fax phone number as determined by Third Phone Number Type (L53) system control value.

The phone number displays in the telephone number format defined for the country on the customer’s address.

Note:

The Phone Number field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

# Order Lines In This Invoice Panel

The system displays item information for each invoice line on the invoice. Items display for the invoice in ascending invoice line number sequence.

The following fields display for each invoice line.

Number of Order Lines (unlabeled field in the Order Lines In This Invoice title): This is the total number of invoice lines for the ship-to that are included on the invoice.
Invoice Line Number (unlabeled field below the # Order Lines In This Invoice title)
Item Description (unlabeled field to the right of the Order Line Number)
Item Image: Displays only if the Use External Item Image (L55) system control value is selected.
Item ID (unlabeled field to the right of the Item Description)
SKU Description (unlabeled field below the Item Description and to the right of the Item Image)
Personalization (Special Handling): This field displays only if personalization has been defined for the item (the Add Addl Chg Code for the order line in the Order Detail table contains a value).
Personalization (Special Handling) Charge: This field displays only if personalization has been defined for the item (the Add Addl Chg Code for the order line in the Order Detail table contains a value).
Gift Wrap Charge: This field displays only if gift wrap has been defined for the item (the Gift Wrap for the order line in the Order Detail table is Y). In addition, the Gift Wrap Charge field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Unit Price
Extended Price
Shipped (Shipped Quantity): This field displays only on a debit invoice.
Ship Date
Returned (Returned Quantity): This field displays only on a credit invoice.
Return Date: This field displays only on a credit invoice.
Credited: This field displays only on a credit invoice.
Credited Date: This field displays only on a credit invoice.

Invoice Payment Information Panel

Use the Invoice Payment Information panel to review the distribution of payment methods on an order invoice and to select a specific payment method for detailed review.

Payment methods display in ascending charge sequence number, ascending payment type description sequence. The catch all payment method displays last.