Invoices (810)

An 810 Invoice is normally the last step in a Retail Workflow and will typically only be accepted by the retailer after they have received and acknowledged an 856 Advance Shipment Notice. The 810 Invoice indicates the charges due, and requests payment according to agreed-upon terms.

Required Workflow status: Order Billing

1. If the previous steps have been completed, the Workflow status will be “Order Billing”.
2. Click on Create Invoice (810) in the “Order Billing” step.
3. This will create a new 810 document and open the Print View for that transaction in Edit Mode. This document will be auto-populated based on the data in the original Purchase Order. Any validation errors, including missing information, will be highlighted in red.
4. (Optional) If you are creating multiple 855s (for example because your last invoice was rejected), you can use the Create New button for the Order Billing step.
5. Enter an “Invoice Number” and “Total” as well as any other information that you want.

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Double-check if you need to enter:

1. Any allowances, promotions, discounts or charges to your invoice.
2. Any billing contact / addresses
3. Specific payment terms

6. Once you are done, click Save Changes in the upper right.
7. Click on the Send button () at the top of the Transaction detail view.
8. (Optional) To download the 810 transaction, click on the Download button () at the top of the page. This will open a Download Files dialogue that will show you the data in the format(s) configured for your Relationship, as well as giving you the option to Download and Copy the data.