Invoice Service Guide

Phase 1: Invoice as a Service

Ability to associate Invoice No. with order and print sales tax Performa

Merchant would be able to associate Invoice No. with each order
Initial set up would be according to the orders that are eligible for manifest
Print sales Tax Performa will be done with order no. and associated invoice number
Bulk invoice functionality is incorporated where merchants can enter a series and click on auto fill and invoice numbers will be saved in order for all the selected orders
Merchant can print the sales tax Performa once the invoice numbers are associated with orders
Merchant can cancel invoice number associated with an order
Duplicate invoice numbers are not allowed
In case of bulk invoice, merchant has to provide total number of invoice numbers which is greater than or equal to the number of orders selected

1. From this screen the Invoice Panel can be opened

2. Merchant will land on this page

Details about the panel

Here Merchant can fill Invoice Number for each order one by one or select Bulk Invoice and provide a series and Auto Fill Invoice numbers for a set of selected orders or can fill invoice numbers in bulk for selected products
Merchant need to make sure that (Start Series End Series -1) is greater than or equal to the number of orders selected
Invoice numbers can be saved for the orders listed for the current date or Merchant can select any date in the past in the Select Date text box on the top right corner and once submitted orders for that date will be reflected on the panel and Merchant can associate invoice number for those orders
Invoice Format Prefix/Number/Suffix
Number cannot be negative
On this top right corner Cancel Invoice Button is provided which takes the merchant to the Cancel Invoice screen
Print Sales Tax Performa button on the bottom left helps the merchant to download the PDF which shows the associated of order with invoice number
Merchant can take the print out of the PDF and hand it over to the pick-up boy

3. Cancel Invoice screen