Add a shipment to an existing invoice
If you missed the opportunity to combine shipments from the invoice create process don't worry! You will always have the opportunity to modify your invoice shipments.
From the invoice page
Open the invoice that you would like to add an additional shipment to.
Click Add Shipment under the list of shipments list.
Choose the delivered shipment you would like to batch on this invoice by clicking the + Add button.
You have successfully added your shipment(s) to the invoice!
From the invoice button
The open button is very powerful for any record. You can access your record controls without leaving a page and keep yourself in the flow of your processes.
Click the dropdown arrow beside any shipment Open button.
Click Add Shipment.
Click the + Add button beside the delivered shipment you would like to add to this invoice.
You have successfully added your shipment(s) to the invoice!
From the invoice page
Open the invoice that you would like to add an additional shipment to.
Click Add Shipment under the list of shipments list.
Choose the delivered shipment you would like to batch on this invoice by clicking the + Add button.
You have successfully added your shipment(s) to the invoice!
From the invoice button
The open button is very powerful for any record. You can access your record controls without leaving a page and keep yourself in the flow of your processes.
Click the dropdown arrow beside any shipment Open button.
Click Add Shipment.
Click the + Add button beside the delivered shipment you would like to add to this invoice.
You have successfully added your shipment(s) to the invoice!
Updated on: 01/01/2021
Thank you!