Hi everyone. As I'm sure you will all agree, one of the most important parts of the order process flow is getting paid. We often get questions regarding invoices in the draft reconciled state, and why invoices can't be submitted.
Here are a few tips that can help, and I think you'll find it pretty straightforward after going through the process a few times:
- When an invoice is in a Draft Reconciled status you will need to go to the order and perform the reconciliation.
- The first step in the process is finding the line item with the discrepancy. This is indicated by an orange bar on the line item.
- Next you will need to update the Quantity column to match the Received Quantity Column.
- Finally you will select Submit Order. At this point your buyer will receive a notification and acknowledge the reconciliation.
Here's what it looks like on the screens:
The final step is to go into the invoice and click Send Invoice. Please note that the invoice status on a reconciled invoice will always be Draft Reconciled until sent.
Happy invoicing!