Sales
This section displays all of a Seller’s invoices for their sales.
View Invoice - View the invoice details by clicking the "View Invoice" button or by clicking the ID# link.
Mark Paid - Mark the checked invoices as "Paid." This will insert a “Manual Payment” record into the invoice’s payment history.
Example:
Mark Shipped - Mark the checked invoices as "Shipped,” indicating that all items on the invoice have been sent to the buyer.
Note: Depending on the Seller’s checkout preferences, purchases may not immediately appear on an invoice. If the Seller does not allow instant checkout, then the Seller will need to manually generate the invoice from their “My Account” menu under “Listings > Successful.”
Sorting Options
Click the column heading to sort invoices. Default sorting order lists the newest invoices first.
- Created Date/Time - Sort by the invoice creation date/time.
- ID - Sort by the unique invoice ID number.
- Status - Sort by the invoice status: New or Paid.
- Buyer - Sort invoices alphabetically by the Buyer’s username.
- Total - Sort by the invoice total. (The total displayed for “New” invoices will only include shipping costs if the shipping method had been previously selected.)
Filter Options
- User - narrow results by Username
- Title - narrow results by Title
- Listing # - show only listing with this listing number
- Invoice # - show only invoices with this invoice number
Viewing an Invoice
Click “View Invoice” to review or edit the invoice details, or send a copy of the invoice by email to the Buyer.
Back - Navigate back to the list of all sales invoices.
Email Invoice - Sends an email to the Buyer containing the invoice details.
Mark Paid - Clicking the “Mark Paid” button will manually set the invoice status to "Paid" and insert a successful payment record into the invoice’s “payment history”.
Note: If the invoice is marked “Paid” by accident, the “Paid” status can be reversed by clicking the “Mark Not Paid” button. This button is only displayed when the invoice already has “Paid” status. Marking an invoice as “Not Paid” will insert a payment reversal record into the invoice’s “payment history.”
Mark Shipped - Clicking the “Mark Shipped” button will manually set the invoice status to "Shipped."
Note: If the invoice is marked “Shipped” by accident, the “Shipped” status can be reversed by clicking the “Mark Not Shipped” button. This button is only displayed when the invoice already has “Shipped” status.
Print Invoice - Print a copy of the invoice, including payment history.
Shipping - This drop down menu is based on the shipping options entered when creating the listing.
Modify Invoice
Invoices can be customized according to your needs. When editing an invoice, the Seller can add additional credits or debits, manage taxation by line item, and add comments that will be visible to the Buyer.
Remove - This button removes the line item from the invoice.
Note: If all items are removed from an invoice, the invoice will be deleted. But, if the Seller allows instant checkout, a new invoice will be generated if the Buyer attempts to checkout.
Tax (link) - This is the items taxation status.
Tax: This item is taxable.
Exempt: This item is exempt from taxation.
Note: Taxes will only be calculated if the Buyer is located in a pre-determined taxable location. The Seller can set up their tax settings from the “My Account” menu under “Listing Preferences > Taxes.”
Adjustment - Add a credit or debit manually to the invoice by adding an adjustment.
Description - Describe the adjustment. This will appear on the invoice similar to the listing titles.
Credit/Debit - Determines if the adjustment is a credit or debit.
Note: Examples of a credit that a Seller might add to an invoice: a discount, a partial payment, a credit from a previous purchase or return. Examples of a debit that a Seller might add to an invoice: additional items purchased outside of the website added to the same invoice, additional calculated shipping and handling fees, or a fee for extra services (such as gift wrap).
Amount - The amount of the credit or debit adjustment.
Tax (check box) - Check this box if the adjustment is taxable.
Add - Click this button to add the adjustment to the invoice.
Shipping - This drop down menu is based on the shipping options entered when creating the listing.
Note: If multiple items have the same shipping services available, those items can be added to a single invoice.
