Create a Direct Ship / My Shop Invoice

The Direct Ship and Guest Checkout invoice sale types are available only when creating a new invoice. Selecting either option will not adjust on‑hand inventory and will create an inventory order to ensure accurate tax tracking.

The ability to import customer orders will be coming this summer. Check out the Community post for more details!

Important: Ensure your Default Discount is set in Inventory Order Settings before continuing.

1. Create a new invoice for the contact.
2. From the Sale drop-down menu, select Direct Ship or Guest Checkout (if applicable, click OK to acknowledge and close the reminder form).
    
3. Select the add item buttonto open the product lookup slide-out.
4. 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.
5. Double-click to add items to the invoice, or select an item, then click Add. When finished, click Close.
6. If purchasing multiple of the same item, after adding it to the invoice, the quantity can be adjusted in the Qty field within the invoice grid.
7. The Discount field allows you to apply a discount to an individual item or, from the Discount section on the Details 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 given to the customer. See Applying Discounts to an Invoice for more details. 
8. Verify and, if necessary, update the tax amount collected from your customer. We recommend using the Flat Amount option from the Tax field.
    
9. At the bottom of the invoice, above the Total, if applicable, enter any shipping amount charged to the customer in the Shipping field.
    
10. From the Product Order tab, enter the shipping amount the company collected from you in the Shipping field.
     

11. If the company charged additional taxes beyond those collected from the customer (typically due to a customer premium being added or shipping, etc.), follow the steps under Handling Additional Sales Tax Collected before saving the invoice.

    Handling Additional Sales Tax Collected

    In the Order History or Order Status area on InTouch, view the shipping and tax charges applied by the company. Select the calculate button and enter the amount of tax the company charged in the Tax Paid to Company field, then click OK to accept and close the form.

    

12. 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's received. Alternatively, you can select to email them a direct payment link.

13. When finished, if applicable, select Print or Email from the drop-down, then select Save to complete the transaction.
14. An inventory order will automatically be created for tax and production purposes. If the totals need to be adjusted to match the Order Details on the company website, see Edit an Inventory Order (Status: Received option).

* To record the Handling Fee for MyShop website orders that have been placed by the customer using their card, enter the amount in the Credit Card field, then follow Option 2 in the following support article Handling Credit Card Payments.

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Additional Information:

Note: If the invoice was previously created and saved with a different invoice sale type, it cannot be changed to Direct Ship or Guest Checkout. To use one of these options, delete the invoice and reenter it with the correct sale type.

• Handling Credit Card Payments
• Edit an Invoice
• Handle Miscellaneous or One-time Purchase
• Record Shipping on Customer Invoices

The following applies to direct ship invoices:

• The invoice sale type Direct Ship is used for all orders you initiate for shipment from the company to your customer, or customers registered on your website. The Web invoice sale type should be used for orders in which 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.