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Add Shipment Details to an Invoice

Learn how to record shipments on an invoice by adding shipping provider details, tracking numbers, notes, and confirming the shipment so it appears in the invoice’s shipment count.

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How-to

Once an invoice is created, you can record a shipment in one of two ways:

1. Click on the “Add Shipment” button in the bottom left corner of the invoice.

2. Click the “View Shipments” button on the bottom right of the invoice. A window will pop open. From there you can select “Add Shipment”.

  • You will be able to add the following:

    • Shipping Provider: (Options: UPS, FEDEX, USPS, DHL, Other)

    • Tracking Number

    • Notes

NOTE: If the shipment involves a local pick-up and drop offs, you can choose “pick up” or “drop off” as the shipping method. This option is specifically for situations where the buyer will collect the items in person.

3. Once you are finished, please hit “confirm”.

You should now see the number of shipments recorded on the invoice at the bottom right corner of the page:

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