Create and print wholesale invoices

Jump to Scribe (visual guide)

Create a wholesale customer

New Customer

1. Go to Customers > Add Customer.
2. Fill in all the information for the wholesale/trade account. 
3. Once created, click Customer type at the bottom of Customer Info.
4. If a company name was not initially added, enter it now.
5. Select the wholesale type.
6. If applicable, select the default payment terms, or leave it as No Default.

Convert current customer

1. Go to Customers > Customer List.
2. Locate the customer you would like to convert to wholesale
3. Click their name to view their profile.
4. Under Customer info, click Customer type.
5. If a company name was not initially added, enter it now.
6. Select the wholesale type.
7. If applicable, select the default payment terms, or leave it as No Default.

Create an invoice

1. Go to Orders > Place an Order.
2. Add the applicable products to the cart.
3. Add the wholesale/trade account by clicking on Customer Lookup.
4. If necessary, add or adjust any discounts.
5. Click Checkout.
6. Enter a shipping address or select Customer will pick up.
7. Select Invoice.
   • The previously set Default Payment Term will be applied.
   • If there is no Default Payment Term, there will be no invoice due date.
   • The due date can be changed on the order details page.
   • Add Purchase Order details on the order details page by clicking Modify Order > Edit Purchase Order.
8. Once the order has been paid, click Modify Order > Mark Invoice Paid. 

Print the invoice

1. Go to Orders > All Orders to search for the order number OR
   Go to Customers > Customer List, click on the applicable customer, and go to their orders.
2. At the top of the order details page, click Invoice.
3. The invoice PDF will open in a new tab. Download it or print it from here.

Scribe

Coming soon