Using the Shipping Toolbar in Invoices

The Shipping Toolbar is used to quickly stamp shipping information on one or more lines of an order. It can also be used to add the same shipping information to invoice lines as they are invoiced. 

In the Orders page, the Shipping Toolbar is hidden by default. In the Invoices page, the Shipping Toolbar will display automatically. This example will use the Shipping Toolbar in an invoice

Locating the Shipping Toolbar

1. Navigate to the Invoices page. 

2. Open the needed invoice.

3. Select "Edit."

4. Select "Shipping Toolbar." It will display directly below the header information in the invoice.

5. Enter shipping information. Note: for orders, almost any combination of data may be added. However, for invoices, all information must be entered to use the feature. For more information on using the Shipping Toolbar in orders, click here.  

Using the Shipping Toolbar in Invoices

1. Navigate to the Invoices page.

2. Open the needed invoice.

3. Check the box in the "Sel" column in one or more lines to add shipping information to these lines.

4. In the Shipping Toolbar, enter shipping information.

5. Select "Apply."

6. Shipping lines will appear beneath the selected lines containing the information in the Shipping Toolbar. If shipping lines are selected, then the shipping line is updated. 

7. Select "Save and Close."