Audience: All users in Logicbroker.
In this article, you will find information related to Invoices. The sections within this article are outlined below:
Logicbroker identifies an Invoice (EDI 810) as a document used by suppliers to request payment from retailers once an order has been fulfilled and includes billing details that are related to the order. Logicbroker can support multiple invoices per order, consolidated invoicing, auto-invoice generation from shipment and credit invoices.
Retailers and suppliers send/receive invoice information depending on how they are integrated with Logicbroker (EDI, API, JSON, XML, CSV, Flat File, Logicbroker Portal).
- Once the supplier has shipped the order, they will create/send an invoice
- Logicbroker transforms the data to a format the retailer accepts
- Logicbroker sends the invoice to the retailer
From the portal, users can see documents regardless of the way they are integrated with our system. To see document details, search for it using the search bar, click on it from the Dashboard or click View on the Orders page. See the invoice document-specific details below. See the shipment document-specific details below. For general document information, see our Documents article.
- Order ID – the value the retailer assigns to the order
- Reference Number – also known as the Purchase Order Number – typically the connecting identifier between all documents
- Invoice Number – unique identifier for each individual invoice file that will be submitted Please note: Every invoice should have a unique Invoice Number. If you create more than one invoice for an order, be sure to change this field in each document
- Invoice Date – the date you submit the invoice on – this will be defaulted as today’s date but can be modified as needed
- Payment Terms – details set forth between the retailer and supplier regarding how and when payment is made for items on the order
- Subtotal – the Invoice total prior to additions and deductions
- Discount – this field will be discounted from the Invoice Total
- Shipping/Freight – this field will be added to the Invoice Total
- Dropship Fee – this field will be added to the Invoice Total
- Tax – any tax applied to the order
- Invoice Totals – the total amount from above additions and deductions being sent and billed to the retailer
There are a few invoice settings you can configure in the portal. See below for details on requirements, configurations and how they work:
Retailers have the option of opting into consolidated invoices in the case that they do not want an invoice for every shipment but rather one invoice per Purchase Order. Logicbroker has the ability to support this using our workflow capabilities. Our system will accept multiple invoices per shipment for a single PO and we will consolidate them into one invoice per PO. The breakdown of the invoice will show all line items that were fulfilled.
This is particularly helpful for big replenishment orders where shipments may have to be split out because of size and quantities.
Create an Invoice
For detailed step-by-step instructions, see our Create an Invoice Quick Start Guide below.
Please sign in to leave a comment.