Creating Combined Resell Invoices

Combined resell invoices are a type of resell invoice that allows the user to track both the customer and the vendor side of the transaction at one time. However, material from only one vendor PO may be invoiced at a time. Users cannot invoice profit or services lines that are not associated with the vendor being invoiced. This invoice has a yellow background.

1. Navigate to the Invoices page.

2. Select "File."

3. Hover over "New," and then select "New Resell Invoice."

4. The "Vendor Invoice" window will appear.

5. In the "Vendor" section of the header area, enter Vendor PO number.

6. The "Question" window will appear, asking to create an invoice or a credit.

7. Select "Invoice." For more information on creating credits, click here.

8. OASIS will automatically enter the corresponding customer PO information in the "Customer" area.

9. In the "Vendor" area, enter the following information. Note: some information will appear automatically. It is recommended that users review this information for accuracy.

• Vendor- the vendor associated with the invoice will appear automatically.
• Vendor Invoice- enter an invoice number.
• Vendor Invoice Date- the date the invoice was created will appear automatically. Note: this date can be changed.
• Vendor Due Date- the due date for the invoice will appear automatically. Note: this date can be changed.
• Invoice Status- select the current status for the invoice.

10. In the "Customer" area, enter the following information. Note: some information will appear automatically. It is recommended that users review this information for accuracy.

• PO Number- the PO number associated will the invoice will appear automatically.
• Customer- the customer associated will the invoice will appear automatically.
• Invoice- enter an invoice number.
• Invoice Date- the date the invoice was created will appear automatically. Note: this date can be changed.
• Due Date- the due date for the invoice will appear automatically. Note: this date can be changed.
• Invoice Status- select the current status for the invoice.

The Items tab

1. Once the header information has been entered, all items from the order will be added to the "Items" tab of the order. Note: the yellow line that appears below each item line is the "invoice" line.

2. Add shipping information to the shipping tool bar if needed. For more information, click here.

3. Enter the quantity of items being shipped and invoiced, as well as any lot values.

4. Add any needed charges, such as freight. Note: OASIS will automatically add the sales tax charges based on the sales tax assigned to the customer.

The Billing Tab

1. Use this tab to enter the accounts associated with the order, enter specifiers, and split commissions between sales accounts. 

The Addresses Tab

1. Use this tab to enter the "Sold To" address, the "Bill To" address, and the "Ship To" address.

The Disputes Tab

1. Use this tab to enter disputes about the order and to resolve these disputes. For more information, click here.

The Notes Tab

1. Use this tab to enter internal and external notes related to the invoice.

The Accounting Tab

1. Use this tab to track vendor POs, customer invoices, and vendor invoices.

The Attachments Tab

1. Use this tab to attach electronic files to the invoice.

2. Select "Save and Close."