Manually Create a Direct Ship Invoice

When creating an invoice with the sale type of EZ Ship or Guest Checkout it will not deduct the inventory sold from your on-hand inventory, but it will create an Inventory order with the totals for tax purposes. You can choose to either import the customer website/direct ship order or manually enter it following the steps below.

Note: The invoice sale type EZ Ship (or Guest Checkout) should only be used for direct ship orders sent from the company to your customer (either initiated by you or from a customer registered on your personal website).

1. Create a new invoice. 
2. Change the invoice Sale type to EZ Ship or Guest Checkout. View
3. Add the items to the invoice and apply discounts.
4. At the bottom of the invoice, on the Details tab, if applicable, enter the amount you collected from your customer for shipping in the Shipping field.
5. Click to open the Product Order tab, and select Add Freight to Product Order.
6. Enter the shipping amount the company collected from you in the Freight field*. View
7. If applicable, in the Section 2 Tax field, clickand enter the amount of tax collected by the company in the Tax Paid to Company field then click . View
8. When finished with the invoice, if desired, select from the drop-down to either Print or Email then click .

* Click the View CDS Order Status button to view the shipping and tax collected by the company. 

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Additional Information:

If you saved the invoice without entering the shipping or section 2 tax collected by the company, see Edit an Inventory Order to add it to the order totals that get recorded for tax and production purposes.

• Handle Miscellaneous or One-time Purchase
• Record Shipping on Customer Invoices
• View Itemized Content When Printing Direct Ship Inventory Orders