If your team does not have an Integration with RevCascade and doesn’t wish to utilize the Import File Functions for Order Processing, your team has the ability to manually Invoice orders within the Platform.
Step 1.
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Navigate to the Orders list by clicking "Orders" from the top navigation menu
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From the Orders Dashboard, choose either Open: Awaiting Fulfillment from the left side or any of the options under Order Aging header
- Select an order by clicking on the blue link in the PO# column
Step 2. Click the Invoice Order.
Step 3. A pop-up window will appear - this is where your team will fill out the required data for the Invoice
Step 4. Add Invoice Number (must always be a unique reference number, can never be an Invoice Number used prior in the RevCascade Platform under your Vendor Account.
Step 5. Add the items that you are Invoicing against
Step 6. If you have any adjustments that you wish to capture on the Invoice, click Add adjustments where you can proceed to select adjustment types from the dropdown menu. The following Adjustment types are as followed :
Adjustment Types
Charges :
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Service Fee
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Shipping Expenses
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Other Charges (if you select this option, you will have a memo appear where you can enter the type of charge you wish to capture, i.e. Dropship Fee)
Allowance:
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Returns Allowance
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Promotion Allowance
- Other Allowance (if you select this option, you will have a memo appear where you can enter the type of charge you wish to capture, i.e. Dropship Fee)
Step 7. Enter the Calculation of the adjustment : Flat or Percent.
Step 8. Enter the total amount of the adjustment.
Step 9. Click Add to have the adjustment applied to the Invoice.
Step 10. After you have completed filling out the required information for the Invoice, you may proceed to click the Register Invoice button at the bottom of the pop-up window.
Vendors Guide
***If you need to add multiple invoices for a particular order, you will need to repeat the process until all items on the order have been invoiced***
Support
If you have any questions, we're here to help. Please contact RevCascade Support by emailing support@revcascade.com.