Invoice creation directly in Tradeshift
The following walk-‐through describes how to: • Create an invoice directly in Tradeshift • Send the invoice to the customer for review and acceptance.
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Navigate to “create invoice in the left-‐hand menu:
Invoice creation directly in Tradeshift.
© Tradeshift 2015
This creates a new invoice, with the Invoice number following the number series of the previously created invoice: Select customer branch to invoice:
The system will retrieve the customer details and add them to the invoice:
Invoice creation directly in Tradeshift.
© Tradeshift 2015
Complete the remaining invoice details: (Note: fields marked with an * are mandatory)
Invoice creation directly in Tradeshift.
© Tradeshift 2015
If you have an original invoice or other documents, they can also be attached:
Once you are satisfied that all information is correct, send the invoice to the customer
The invoice has now been forwarded to the customer for review and acceptance. All documents can be viewed in the document view from the left-‐hand menu
Invoice creation directly in Tradeshift.
© Tradeshift 2015
Invoice creation directly in Tradeshift.
© Tradeshift 2015
