You can create an invoice in multiple ways on Tradeshift:

          1. From the Network page.
          2. From the Main menu.
          3. By Flipping a Purchase Order (PO) from Documents page.
          4. By using an already sent invoice as a draft.

 

1.  Creating an invoice from the Network page:

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create_invoice_2.png     create_invoice_3.png

 

  1. Click Network tab on left-hand menu.
  2. Click on the connection you wish to select.
  3. Click the “Create Document” button.
  4. Select “Invoice” option.

A new invoice will open up with your recipient already populated. You will need to populate the other fields. Any required fields are marked with an asterisk (*).

 

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  1. Creating an invoice from the Network page automatically populates the  ”To” field.
  2. Fill in details for
    1. Invoice Number
    2. Issue Date
    3. Currency
    4. Payment Due Date
    5. Delivery Date
    6. Option to add any relevant additional fields
  3. Fill out Purchase Order Line items
  4. Specify payment method
  5. Add any notes to the recipient
  6. Upload any optional file attachments
  7. You may save the invoice as a draft, preview the finished invoice or send it to the recipient.

 

If the invoice is being sent to a manually added connection, you will have the option to edit the email you send out. You will also be able to send a copy of the invoice to your own email address. 

 

  

2.  Creating an invoice from the Main menu:

 

 create_invoice_4.png

 

  1. Click Create icon on the left hand menu.
  2. Click Invoice from the expanded results.
  3. If you have not selected a recipient, you can search for the recipient in the search bar. If the recipient is not found, you can add an external connection manually (For more information read about the benefits of the Business Network).
  4. Fill in details for
    1. Invoice Number
    2. Issue Date
    3. Currency
    4. Payment Due Date
    5. Delivery Date
    6. Option to add any relevant additional fields
  5. Fill out Purchase Order Line items
  6. Specify payment method
  7. Upload any optional file attachments
  8. You may save the invoice as a draft, preview the finished invoice or send it to the recipient.

 

If the invoice is being sent to a manually added connection, you will have the option to edit the email you send out. You will also be able to send a copy of the invoice to your own email address. 

 

 

3. Creating an invoice by flipping a Purchase Order (PO) from Documents page.

 

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  1. Click the documents tab
  2. Select the Purchase Order in the Documents List that you will be invoicing against
  3. On the right hand panel menu, select "Create Invoice"

You can now see that the PO has been flipped and is displayed as an invoice. 

 create_invoice_6.png

 

 

  1. First enter an invoice number. You will notice that the fields below are pre populated, as this is a PO based invoice and only require the PO number.
  2. If you only want to partially invoice the PO, you can change the lines accordingly.
  3. When you are ready to submit the invoice you should click the green “Send” button at the bottom of the screen.

 

 

4.  Creating an Invoice by opening an already sent invoice and using it as a draft:

 

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  1. Click the Documents tab
  2. Select any invoice in the Documents List
  3. On the right hand panel menu, select "Use as Draft"

The draft invoice will open where you can edit any of the fields you like.

After you click the green “Send” button at the bottom of the invoice, a dialog box will prompt you to choose the invoice recipient. 

 

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A dialog box will prompt you to choose the invoice recipient.  If the recipient is different from the original invoice, select New Recipient from the drop down. All the fields except the invoice number and date will be populated from the original invoice.

It is possible to make changes to the invoice if needed otherwise, if the invoice is ready for sending, go to the bottom and click on the green “Send” button.

 

Easy as that...

Happy invoicing!