Create and export Invoices (810, INVOIC)

Create and export Invoices (810, INVOIC)

Overview

Find out about Invoices (810, INVOIC) and how to create and export them.

The Invoice (810, INVOIC) is your request for payment from your trading partner and marks the end of your electronic data interchange (EDI) workflow. Depending on you workflow, you may create and export multiple Invoices per order:

Create and export Invoices (810, INVOIC)

First create the Invoice:

  1. Log in to EDI Dashboard.

  2. Open the order to create the Invoice(s) for (select inside the Customer PO cell).

  3. Now:

    1. If you’re in the ship-to-DC  workflow, select the DC tab.

    2. If you’re in the ship-to-store, Amazon Vendor, or dropship  workflow, select the Next Action tab.

  4. For each group to create an Invoice(s) for:

    1. Select Next Action in the group header.

    2. Set Affected Orders to Transfer Invoice Now.

    3. Select Update Status (if any sales order in the group isn’t ready for its Invoice, you won’t be able to complete this step).

  5. Select Save.

You’ve created the Invoice for a linked sales order when it says Invoice - Scheduled in the Next Action column. You’ve created all the Invoices for an order when the order says Scheduled in the Invoice column (select Back to Dashboard to return to see the order).

Now export the Invoice(s):

  1. Log in to Cin7 Omni.

  2. From the Integrations menu in the navigation, open your trading partner’s integration dashboard. Invoices ready to export are on the Ready For Export tile.

  3. Either:

    • Select Export beside the Invoice, or

    • Select Export All, which exports all messages pending import.

You’ve exported all the Invoices for an order when the order says Awaiting Acknowledgement in the Invoice column on the EDI Dashboard. You’ve exported the Invoice for an individual linked sales order when it says Invoice - Awaiting Acknowledgement in the Next Action column.

Eventually, you’ll receive a Functional Acknowledgement (997, CONTROL) for each Invoice. Import each Functional Acknowledgement. You’ve imported all the required Functional Acknowledgements when the order says Acknowledged in the Invoice column on the EDI Dashboard.

This marks the end of the workflow and removes the order from the default view of the EDI Dashboard.

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