Invoicing Amazon orders

Every order in Brightpearl needs to be invoiced in order to create the necessary accounting for sales and tax, as well as to balance against the payment made by the customer.

This is true for Amazon sales too, even though the customer does not need to be sent the invoice document. 

Invoicing the order in Brightpearl doesn’t make any changes to your Amazon account.

Sending invoices to customers

Amazon does not allow merchants to contact customers outside of the Amazon platform itself. Therefore it is important to ensure that your Brightpearl account is not configured to send emails to Amazon customers on invoicing (regardless of your general settings regarding emailing invoices to customers).

This can be achieved using the Automation app.

The specifics of the rule will vary according to your organization, but broadly speaking, the rule would have:

  • A trigger of Sales Order
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  • Conditions to select Amazon orders which are ready to be invoiced, e.g.
    • Channel is your Amazon channel(s)
    • Order shipping status is All stock shipped
    • Payment status is Fully paid
    You may wish to include order statuses, etc. depending on your workflow.
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  • Actions of Invoice order - making sure not to check the "Email a PDF of the invoice to the customer" checkbox
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An Automation rule can be created under Settings > Brightpearl apps > Automation. Click on the "Rules" tab and click "Create new rule" on the top right hand side.

Learn more about Automation here, and learn more about creating Automation rules here.

Alternatively, the orders can be invoiced in bulk from the sales list, making sure not to check the "Attach a PDF to each order" checkbox:

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To invoice from the sales list. go to Sales > Recent sales and filter the report to display the orders you wish to invoice. Then select them on the left hand side of the page and click the "Invoice" button.

Learn more about invoicing sales orders here.

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