Creating and managing documents

This section provides details about the actions taken to create and manage documents.

How to create a quote

Quotes can be sent both from the home page and the document page, by clicking the “Create” app in the sidebar, and selecting “Quote” from the appearing launcher. Making the quote is easy: all you need to do is to select a recipient, fill in quote details, add quote lines and press ‘Send’. ...

20018 12 Created on 2016-10-11 20:36:25; Last updated on 2022-05-27 05:00:25

How to create recurring invoices

To start creating recurring invoices, go to the App Store and activate the application called "Recurring Invoices" which can be found here. Once the application is activated, you can switch between 'standard' and 'recurring' when creating a new invoice. In the recurring mode you can set the payment ...

21059 9 Created on 2016-10-11 20:36:25; Last updated on 2022-05-27 05:00:25

How to create an invoice

This article will show you the different ways to create an invoice on Tradeshift’s web portal. If you are using EDI to invoice your customers, have a look at these articles.  Before submitting your invoice:  Complete your account profile with all the mandatory details by adding them befor...

234321 218 Created on 2016-10-11 20:36:25; Last updated on 2022-05-27 05:00:25

Using the coding editor

This article explains how to use the coding editor to handle invoice coding with many lines or many line splits. While certain invoices are small, simple, and are processed manually without effort, you may have to code invoices involving a large number of line splits or a large number of...

14286 1 Created on 2020-06-26 11:44:46; Last updated on 2022-05-27 05:00:41

How to handle a tax review task

When a tax review assignment is created, and you are the assigned user, a tax review task will pop up into your Task Manager and you’ll receive an email notification. When you receive a task to review an invoice tax, there are a few actions that you can take. To view the task, go into your Task Mana...

15869 3 Created on 2020-12-04 12:48:39; Last updated on 2022-05-27 05:00:43

How to create a credit note

If you made a mistake on an invoice and submitted it already to your customer, you may want to issue a credit note which credit the full amount on the invoice and zero out the balance.  With Tradeshift you can either create a credit note based on an invoice you have sent or create a credit note...

23408 17 Created on 2016-10-11 20:36:25; Last updated on 2022-05-27 05:00:25

Flipping multiple orders into an invoice

ol.d {list-style-type: lower-alpha;} This article explains the steps to flip multiple orders (purchase orders and/or order changes) into an invoice, simultaneously. Prerequisites for flipping multiple documents: The documents are purchase orders (POs) or order changes (OCs). Th...

16766 2 Created on 2020-06-15 13:17:02; Last updated on 2022-05-27 05:00:40

How to flip a purchase order (PO) into an invoice

A purchase order (PO) ‘flip’ enables you to instantly convert a purchase order into an invoice within Tradeshift. This way, the invoice will be automatically populated with the data from the purchase order. This feature is the fastest, most accurate method for vendors to convert a pur...

30180 4 Created on 2020-11-19 10:27:20; Last updated on 2022-05-27 05:00:42

How to handle a disputed invoice

This article explains the process and options for an invoice disputed by a buyer. As a seller, you have sent an invoice, which was disputed by the buyer. When a buyer disputes an invoice received, you receive an email notification, informing you about the document state change. To open the dis...

20663 4 Created on 2020-05-08 13:32:16; Last updated on 2022-05-27 05:00:40

How to delete a document

Please note that deleting a document will only affect your copy of it – it does not affect the receiver's copy of the document. They will have no way of knowing that you have deleted the document. If you would instead like to make a modification on an already sent invoice, do not delete the...

28690 31 Created on 2016-10-11 20:36:26; Last updated on 2022-05-27 05:00:25