Billing

Cory M. Updated by Cory M.

ShipStream lets you generate and track invoices for merchants by navigating to Billing > Invoices.

Generate Invoice

  1. To generate an invoice, go to Billing > Invoices and click Generate Invoice
  2. Choose a Merchant from the select menu.
  3. Set a start and end date for the invoice period.
  4. Set the associated charge categories for the invoice.
  5. Click Continue.
  6. Users may include line items for every charge by clicking Add Line Item.
  7. This will display a modal window. Fill out this information and click Submit.
  8. Once you’ve finished adding all of the necessary line items, set an Invoice Date in the Invoice Information pane, the Payment Terms, and the Due Date of the invoice.
  9. Click Save Invoice.

At this point the invoice will show up in the Invoice grid view. Now you can either Void the invoice or click Paid to change its status if you are at the View Billing Invoice screen. To get to this screen, click on an invoice item in the grid view.

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