Auto Calculation for Invoice Totals

Orderful’s web-based 810 Invoice includes powerful auto-calculation features designed to help you quickly generate accurate invoice totals, without manual math. Here's how these features work, what to expect, and how to handle different invoice scenarios.

What Gets Auto-Calculated?

When you fill out the web form to generate an 810 Invoice, Orderful automatically calculates the invoice totals in the TDS segment based on the details you enter in other parts of the form.

The key totals auto-calculated are:

How the Calculations Work

Here’s a breakdown of how each field is calculated:

TDS01 – Total Invoice Amount

(SUM of IT102 × IT104) + (SUM of SAC05 where SAC01 = "C") - (SUM of SAC05 where SAC01 = "A")

• Adds up line item total costs
• Adds total charges (SAC01 = “C”)
• Subtracts total allowances (SAC01 = “A”)

TDS02 – Amount Subject to Discount

SUM of IT102 × IT104

• Only includes line items (excludes charges and allowances)

TDS04 – Terms Discount Amount

TDS02 × ITD03

• Discount based on terms (ITD03 is the discount percentage)

TDS03 – Discounted Payable Amount

TDS01 - TDS04

• Final amount due if payment is made within the discount term

Editable Totals

Even though the totals are auto-calculated, you can still:

• Manually edit the values if needed
• Trigger recalculation by updating line item or charge/allowance fields

Whenever you change quantities, prices, discount terms, or add/remove charges or allowances:

• The totals will automatically refresh using the logic above

Invoice Scenarios and Their Impact on Totals

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Not All invoices are the same

Depending on your buyers 810 Invoice Guideline its possible they permit some or all of these totals and that the totals can be required or optional. You only need to send what is required but using auto calculation to complete all totals is a best practice for ensuring correct payouts and during payment reconciliation.

Here are three common scenarios and how they affect your totals:

1. Standard Invoice (No Discounts or Allowances)
   • TDS01 and TDS02 will be the same (based solely on line items)
   • TDS03 = TDS01 and TDS04 = 0

Use case: A straightforward sale with no extra charges or discounts.

2. Invoice with Allowances and Charges
   • Charges (e.g., freight) increase TDS01
   • Allowances (e.g., promotions) reduce TDS01
   • TDS02 remains based only on line items
   • Discount amounts and final due will reflect adjusted TDS01

Use case: Common in retail or wholesale orders with freight or promotional allowances.

3. Invoice with Early Payment Terms
   • TDS01 and TDS02 will be the same (based solely on line items)
   • ITD03 (discount percent) is applied
   • TDS04 shows discount value
   • TDS03 becomes the payable amount if paid on time

Use case: B2B transactions incentivizing early payments (e.g., "2% Net 10 Days").

Best Practices

• Always review auto-calculated totals, especially after editing line items or terms
• Be mindful of SAC segments—charges and allowances directly impact your invoice
• Use manual edits only when you’re confident of overrides
• Always review remittance payments from your buyer against the original invoice for accuracy as many buyers will re-calculate these values