Source Invoices
Summary
A source invoice is the cost a source charges for a fulfillment request; it can be imported automatically via Get Invoices or entered manually, and together with order revenue it powers profitability reporting.
A source invoice represents the cost a source charges for a fulfillment request (FR/FO). Orders are your revenue, FR/FOs are what you send to sources, and source invoices are the expense. Together they give you core profitability. Source invoices can be imported automatically or entered by hand when a source does not provide them electronically.
- The cost side — each source invoice is the expense for a FR/FO placed to a source.
- Get Invoices import — import automatically from a source that supports invoice operations.
- Manual entry — add an invoice by hand for non-automated sources.
- Profitability — compare order revenue against source cost in the Profitability Report.
| Type | Key requirements |
|---|---|
| HTTP | Username and password for Basic Auth; optional header name/value. |
| Manual File | Setup requirements appear after saving the connection. |
| Email (Inbound) | Folder, From, Host, Password, Port, Protocol, User; supports a filename/subject wildcard. |
| Google Sheets File | URL, tab name, and file format after saving. |
| FTP (Token / Basic) | Host, Port, User, and (for Basic) Protocol. |
- Open the order — navigate to the order that needs an invoice and click Add Invoice.
- Associate the FR/FO — select the fulfillment request/order the invoice belongs to.
- Set status and date — choose the payment status (default is unpaid) and the invoiced date.
- Add line items — add product, shipping, tax, and fee lines with cost, quantity, and per-unit cost.
- Save — click Add for a new invoice or Save for an update to attach it to the order.
- Enter the invoice details — Invoice Number, Status, and Invoiced date. Custom Fields can also be added if required.
Source invoices did not generate on fulfillment, with no error
When a source rule is set to generate a source invoice on shipment receipt but several orders produce none and no error is logged, confirm the rule conditions actually matched those shipments and that the source is sending the fields the rule depends on. Provide the affected order numbers to support so the failed generations can be traced.
Imported source invoice shows mismatching COGS
If an imported invoice cost does not match the supplier's actual invoice, the file mapping or the supplier feed is sending a different value. Compare the imported line values against the supplier invoice and check the invoice file format mapping (cost, shipping, and any line-item cost rules) before relying on the figure for profitability.
Get Invoices job is failing or flagged for action
A failing Get Invoices job usually points to a connection or file-format problem for that source: an expired credential, a changed file layout, or a missing required header. Re-check the connection type settings and confirm the file still includes the FR# and cost columns.
Why is the FR# column required in the invoice file?
It is the key that links each invoice to the correct fulfillment request. Without it, Flxpoint cannot associate the cost with an order, so profitability cannot be calculated.
Will re-uploading a file with the same invoice number update the invoice?
No. A matching FR/FO plus invoice number is intentionally skipped to avoid duplicate charges and accidental overwrites. Use a new invoice number to add further charges.
How do I record costs for a source that does not send invoices?
Open the order, click Add Invoice, associate the FR/FO, and enter the line items by hand. Set the status and invoiced date, then save.