Create a Direct Ship Invoice
Creating an invoice for a direct ship order, whether a Direct Ship or Guest Checkout transaction, will not reduce your on-hand inventory. However, it will generate an inventory order to ensure accurate tracking for tax purposes. You can import the customer website/direct ship order or manually enter it following the steps below.
Important Note: Ensure your Default Discount is set in Inventory Order Settings before continuing.
- Create a new invoice for the contact.
- From the Sale drop-down menu, select Direct Ship or Guest Checkout (if applicable, click
to acknowledge and close the reminder form). 
- Click
and in the Search field, enter either a partial description or part number. To view and select from past purchases, click the History tab at the top of the form. - Double-click to add items to the invoice, or select an item, then click
. - When finished, click
. - If more than one of the same item is being purchased, the quantity can be adjusted in the Qty field within the invoice grid after the item has been added.
- The Discount% field allows you to apply a percent discount to an individual item or, from the Discount tab to the entire invoice. Alternatively, you can apply a Flat Amount. The Percent and Flat Amount discount options cannot be used together. If applicable, apply any discounts you gave the customer (not the wholesale discount you receive from the company).
- Verify and, if necessary, update the tax amount collected from your customer (We recommend using the Flat Amount option from the Tax field).*
- At the bottom of the invoice, on the Details tab, if applicable, enter any shipping amount you collected from your customer in the Shipping field.
- From the Product Order tab, enter the shipping amount the company collected from you in the Shipping field. View
- If the company charged additional taxes than what was collected from the customer (typically due to tax on a customer premium being added or shipping, etc.), follow the steps under Handling Additional Sales Tax Collected before saving the invoice.
- From the top of the order from InTouch, click the View CDS Order Status link to view the shipping and tax charged by the company. View
- Click
and enter the amount of tax the company charged in the Tax Paid to Company field, then click to accept and close the form. View
- After ensuring all items have been successfully added, make any final additions or changes to the invoice, the form of payment, and whether you want to print or email the invoice.
Tip: If the customer hasn't paid for the items before they are shipped, leave the invoice unpaid and post a payment to their account once it has been received. Alternatively, you can select to email them a direct payment link.
- When finished, select
to complete the transaction. - An inventory order will automatically be created for tax and production purposes. If the totals need to be adjusted to match the Order Details from the company website, see Edit an Inventory Order (Status: Received option).
* Sales Tax Calculator (to verify sales tax amount based on the shipment location)
The following applies to direct ship invoices:
- The invoice sale type Direct Ship is used for both EZ Ship and regular Customer Delivery Service orders you initiate to be shipped from the company to your customer, or customers registered on your personal website. Web invoice sale type should be used for orders placed through your website, where the items will be shipped from your on-hand inventory.
- Promotional items (section 2 premiums) are marked as a Gift line item (Type).
- The company may use different part numbers for samples on direct ship invoices. Add the sample using Boulevard's part number, and if the company did not charge you for the sample, change the Price to $0.00.
- Other section 2 items are marked as Sample line items (Type). Alternatively, if you do not include them on the invoice, edit the amount in the Section 2 field of the received order; see Edit an Inventory Order (Status: Received option).
- The cost of promotional items (customer premiums/deluxe minis) and applicable sales tax will not appear on the Sales Summary by Date report but will be recorded on the Inventory Purchases report.