Discussion - Member to Member Sales - Research Center
Discussion - Member to Member Sales - Research Center
My question is how do I add the new lots to the existing invoice so he gets one invoice for everything billed on one invoice.
Thanks for any help.......Bill
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Hi Bill.
On the "invoicing" screen, open up the invoice you already sent by click the bolded text in the first column "Date Created".
At the bottom of the screen that opens up, you should see a button that says "Add Lots".
I think you can get it from there.
Good luck.
Doug
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I am not sure but I think once you have sent the invoice to the buyer to get the ADD LOTS option you need to REOPEN the Invoice first - then go back in to get the ADD LOTS option. I do it all of the time but I think it is a 2 step process once the invoice was already sent.. Steve
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Thanks EVERYBODY
What a GREAT place this is
..ALL help and NO scolding
...So different from some other places.
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The advice given is correct, but let me put it in sequence so others will know if they have to do this.
Remember that this works ONLY if a seller has not changed the selling terms.
If the terms have NOT been changed between purchases, AND you already sent an invoice for the first purchases:
1. Locate the invoice in your Sellers Invoice Table
2. Click on the date; the invoice appears on the screen
3. Scroll to the bottom of the invoice and click on REOPEN
4. The Sellers Invoice Screen appears
5. Relocate the invoice in the table (the status will show "REOPENED") and click on the date
6. the invoice appears on the screen
7. Scroll to the bottom of the invoice and click on ADD LOTS
8. A list of non-invoiced lots will appear
9. Select the item(s) to be added and click on ADD LOTS TO THE INVOICE and complete the process by returning to the invoice and email it to the buyer
If you would like me to follow the process all the way to the end, I can list that out too, but it is only a couple more steps.
If the terms were changed after the first invoice was sent, then you will have to:
A. send a second invoice;
B. reopen and edit the sent invoice by adding the new charges in the Other Charges field;
C. add the total price of the new purchases and enter that amount in the Other Charges field
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Correct me if I'm wrong, Michael. Don't you only have to click "Reopen" if the invoice has already been paid, or marked shipped (i.e. not already in an open state)? I believe in Bill's situation, an invoice has been issued, but short of an exchange of messages, there's been no activity (thus the invoice is likely still "open"). Then he can skip straight to the "Add Lots" button. Steps 3 thru 6 aren't necessary in this scenario.
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No, you have to reopen the invoice. Without doing so you won't get the option to add more items to it. You also can't change the status of the invoice. There are other options available as well if the invoice is marked as sent, paid or shipped.
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Thank you for clarifying! I had one invoice that was as I said (open, and able to have more lots added to it). This post made me go back and investigate and I discovered I never hit the button to email the invoice to my customer! I just created the invoice and it was just sitting there. So I stand corrected, and have now fixed my "lack" of an invoice. Thanks again.
-Doug
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I will have to try this again. I gave up a long time ago trying to combine invoices and just add the other invoices as "other charges" and cut and paste the lots into the message section
Greg
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I received a good question today regarding what to do when you can't create a combined invoice, and the uninvoiced items still remain in the uninvoiced list.
To remove the uninvoiced items from the list, you will need to start by creating an invoice for them. Do not send this invoice to the buyer. Instead, click on the CANCEL button. Next go to your invoice list. Click on the invoice you just created, and then click on the CLOSE INVOICE button. That will take care of the matter.
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I have a customer that I invoiced last week, he asked if I could wait till he bid on a few more lots to make the shipping more reasonable and of course I said yes.
My question is how do I add the new lots to the existing invoice so he gets one invoice for everything billed on one invoice.
Thanks for any help.......Bill
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re: Invoicing Question
Hi Bill.
On the "invoicing" screen, open up the invoice you already sent by click the bolded text in the first column "Date Created".
At the bottom of the screen that opens up, you should see a button that says "Add Lots".
I think you can get it from there.
Good luck.
Doug
1 Member
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Approvals
re: Invoicing Question
I am not sure but I think once you have sent the invoice to the buyer to get the ADD LOTS option you need to REOPEN the Invoice first - then go back in to get the ADD LOTS option. I do it all of the time but I think it is a 2 step process once the invoice was already sent.. Steve
Login to Like
this post
re: Invoicing Question
Thanks EVERYBODY
What a GREAT place this is..ALL help and NO scolding...So different from some other places.
2 Members
like this post.
Login to Like.
10:55:26pm
re: Invoicing Question
The advice given is correct, but let me put it in sequence so others will know if they have to do this.
Remember that this works ONLY if a seller has not changed the selling terms.
If the terms have NOT been changed between purchases, AND you already sent an invoice for the first purchases:
1. Locate the invoice in your Sellers Invoice Table
2. Click on the date; the invoice appears on the screen
3. Scroll to the bottom of the invoice and click on REOPEN
4. The Sellers Invoice Screen appears
5. Relocate the invoice in the table (the status will show "REOPENED") and click on the date
6. the invoice appears on the screen
7. Scroll to the bottom of the invoice and click on ADD LOTS
8. A list of non-invoiced lots will appear
9. Select the item(s) to be added and click on ADD LOTS TO THE INVOICE and complete the process by returning to the invoice and email it to the buyer
If you would like me to follow the process all the way to the end, I can list that out too, but it is only a couple more steps.
If the terms were changed after the first invoice was sent, then you will have to:
A. send a second invoice;
B. reopen and edit the sent invoice by adding the new charges in the Other Charges field;
C. add the total price of the new purchases and enter that amount in the Other Charges field
Login to Like
this post
re: Invoicing Question
Correct me if I'm wrong, Michael. Don't you only have to click "Reopen" if the invoice has already been paid, or marked shipped (i.e. not already in an open state)? I believe in Bill's situation, an invoice has been issued, but short of an exchange of messages, there's been no activity (thus the invoice is likely still "open"). Then he can skip straight to the "Add Lots" button. Steps 3 thru 6 aren't necessary in this scenario.
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11:32:39pm
re: Invoicing Question
No, you have to reopen the invoice. Without doing so you won't get the option to add more items to it. You also can't change the status of the invoice. There are other options available as well if the invoice is marked as sent, paid or shipped.
Login to Like
this post
re: Invoicing Question
Thank you for clarifying! I had one invoice that was as I said (open, and able to have more lots added to it). This post made me go back and investigate and I discovered I never hit the button to email the invoice to my customer! I just created the invoice and it was just sitting there. So I stand corrected, and have now fixed my "lack" of an invoice. Thanks again.
-Doug
Login to Like
this post
Auctions - Approvals
re: Invoicing Question
I will have to try this again. I gave up a long time ago trying to combine invoices and just add the other invoices as "other charges" and cut and paste the lots into the message section
Greg
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this post
12:11:05am
re: Invoicing Question
I received a good question today regarding what to do when you can't create a combined invoice, and the uninvoiced items still remain in the uninvoiced list.
To remove the uninvoiced items from the list, you will need to start by creating an invoice for them. Do not send this invoice to the buyer. Instead, click on the CANCEL button. Next go to your invoice list. Click on the invoice you just created, and then click on the CLOSE INVOICE button. That will take care of the matter.
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