Navigating your way through the Invoice Summary screen in RevCascade's Portal is quick and easy. Below you will find a guide on the different Filter Options available to you and your team. There is also a PDF version attached at the end of this page for you and your team to download and have on-hand.
Invoice Summary Page Overview
The Invoice Summary Page can be filtered by Vendors, Acknowledged Status and Date Range in which the Invoice was registered in RevCascades Portal.
To navigate to the Invoice Page select the Invoices button at the top of the screen, next to the Orders button
Getting to Know your Invoice Screen
- Brand Column
The Brand Column contains the Vendor’s Name to identify whom the order(s) belongs to
- Invoice # Column
The Invoice Number column contains the Invoice number created by the Vendor in reference for the associated order
- PO # Column
The Purchase Order column contains the PO # pertaining to the order. This number should be referenced on all inquires with the RevCascade Support Team for order assistance.
- Due Date Column (Terms Date)
The Due Date column contains the date in which payment is due, calculated by the net terms associated with the vendor connection
- Due Amount Column
The Due Amount column contains the total amount due on the invoice
- Invoiced On Column
The Invoiced On column contains the Date in which the Invoice was created within the RevCascade portal
- Acknowledged At Column
The Acknowledged At column contains the Date and Time Stamp that the Invoice was pulled into the Retailers system
Shipment Filtering Options
- Filter Invoices by Brand
To filter your Invoices screen by vendor, click the Brand filter widget in the top left-hand corner of the page to begin filtering. Once you have selected the vendor(s) you wish to view, the order(s) pertaining to those specific vendors will be displayed.
- Filter Invoices by Registered Date Range
The Registered column contains the Date stamp that the vendor created the Invoice within RevCascades Portal. To filter your Invoices screen by a specific Date Range the Vendor created by, click the Registered filter widget in the top left-hand corner of the page to begin filtering. If you are searching for shipments registered within the last week, you can choose a Start and End Date Range or simply check the box for “This Week”
- Filter Invoices by Acknowledged Date Range
To filter your Invoices screen by a specific Date Range the Vendor created by, click the Acknowledged filter widget in the top left-hand corner of the page to begin filtering. If you are searching for shipments registered within the last week, you can choose a Start and End Date Range or simply check the box for “This Week”
If you have any additional questions, feel free to reach out to the RevCascade Support Team for further assistance! email@example.com