Channel Invoices represent:
- Receipts for paid orders coming from sales channels (B2C)
- Invoices for resellers from reseller channels (B2B)
The channel invoice for an order can be seen on the Orders page:
Orders that import from your sales channel or reseller channel will track line-items such as:
- Subtotal: the sum of the order line items
- Tax: sales tax
- Shipping Cost: your customer's shipping cost
- Fee: additional fee associate with the order (typically "dropship fee")
- Other: any miscellaneous cost associated with the order
- Discounts: shows discounts that were applied towards the order
Sales Channel Invoices (B2C Receipts)
In most cases, when a new sales order imports from your integrated channel the order has already been paid, or at least an invoice to the customer has already been generated.
Flxpoint will generate a receipt reflecting the invoice from the sales channel showing the itemized costs associated with the order (i.e. sales price, shipping cost, sales tax, fees, etc).
| Flxpoint Pro Tip: |
In Flxpoint, the order number from your channel will become the "Channel Invoice #" Best practice when configuring your purchase order/fulfillment request (PO/FR) strategy is to set it equal to "Channel Reference #" (with or without -1 for the first PO/FR). This can help reconcile PO/FRs to your sources with orders received from your channel. |
Reseller Channel Invoices
If you are using Flxpoint to sell products to other resellers through reseller channels, then invoices are generated using order invoicing workflows and/or rate shopping.
You can create invoicing rules that can be applied to add shipping costs and other fees at the time an invoice is generated in Flxpoint.
- Example: Always run this rule so that a $2 dropship fee will be added to all invoices.
- Example: Tiered shipping cost based on "Total Weight" of the order.
These invoice rules can be configured by visiting the reseller channel gear icon → Invoicing page.
This section will allow you to configure rules such as:
- Flat rate or rule-based shipping costs
- Additional dropship Fees
- Discounts for specific channels/resellers
You can also configure more granular invoice rules at a specific reseller level by visiting a specific reseller's Invoicing page.
These invoicing rules will run at the time an invoice is being generated for a reseller.
Reseller Channel Invoice Authorization
For reseller invoices, a B2B partner must authorize an order to be captured before a user is allowed to capture payment and fulfill the order. This life-cycle is illustrated below:
- Order is submitted as unauthorized
- Reseller manually or automatically authorizes the order after reviewing the cost
- Flxpoint user captures payment or defers the payment of this order
- The order can now be routed and fulfilled
Capturing Payment for B2B Invoices
Capturing payment outside Flxpoint:
- Orders can be marked as Deferred or Paid based on your preference
Capturing payment within Flxpoint via an integrated payment processor:
- Capturing payment for orders can be done within an authorized order by clicking Capture
- Group and capture payment to consolidate authorized orders by reseller for multiple resellers at once. This means there is one transaction per reseller that can include multiple orders.
- Receipts can be automatically sent to your resellers via email