This feature allows you to automate the creation of source invoices based on Fulfillment Requests (FR) or Shipment data. You can also use workflows to modify invoice data, add fees, or customize fields.

How to Enable Automatic Invoice Generation

Easily automate the creation of source invoices based on fulfillment requests (FR) or shipment data. Choose whether invoices generate when an FR is processed or when a shipment is created, ensuring accurate and efficient billing. Additional customization is possible through workflows for modifying costs, fees, and other invoice fields.

Navigate to the Sources Tab: In the left-hand menu, go to Sources > Vendors.

Select the Vendor: Click on the vendor you want to configure.

Enable Auto-Generate Source Invoices: Toggle Automatically Generate Invoices to Yes.

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Choose When to Generate Invoices:

a) When Fulfillment Request (FR) Is Processed:

• Generates the invoice as soon as the FR is processed.
• Includes:
  • Line item costs from the FR.
  • Estimated shipping costs (if applicable).
  • Estimated dropship fees (if applicable).

b) When Shipment Is Created:

• Generates the invoice when the order shipment is confirmed.
• Includes:
  • Line item costs from the FR.
  • Shipping cost from the shipment.
  • Dropship fees (if applicable).

Source Invoice Workflow

The Source Invoice Workflow allows you to customize and automate invoice creation by adding fees, modifying costs, and setting specific invoice fields. It applies to invoices generated automatically, imported via source automation, or created through API, ensuring flexibility and precision in invoice management.

Navigate to the Workflow Tab: In the left-hand menu, go to Workflows > Source Invoices.

Enable and Configure the Workflow:

• Toggle the workflow to Enabled.
• Add or modify rules using the following settings:
  • IF Conditions:
    • Fulfillment Request (FR) fields
    • FR Line Item fields
    • Shipment fields
  • THEN Actions:
    • Modify Source Invoice fields such as:
      • Invoice Number
      • Fee Cost
      • Invoice Status
      • Shipping Cost
      • Tax Cost
      • Other Costs
    • Modify Source Invoice Item fields such as:
      • Cost
      • Invoice Item Type
      • Per Unit Cost
      • Quantity
      • SKU
      • Title

Test the Workflow: Use the Test Workflow button to simulate the workflow and ensure accuracy.

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Tooltips for Auto-Generation Options

When Fulfillment Request (FR) Is Processed:

• Includes:
  • Line item costs from the fulfillment request.
  • Estimated shipping cost (if applicable).
  • Dropship fees (if applicable).

When Shipment Is Created:

• Includes:
  • Line item costs from the fulfillment request.
  • Shipping cost from the shipment.
  • Dropship fees (if applicable).