Sending Invoices - 210s

Learn how to send invoices to customers via EDI.

Learn how to send invoices to EDI enabled customers (Document type: 210). For information on how to set up EDI, click here.  

To send an invoice via EDI:

1. Go to the Invoices module. Select the invoice you want to share and go to the share invoice  widget. 

2. Select the Delivery method. Options are: Email only, EDI only and Email & EDI. 

3. If the invoice fails to share via EDI, you will receive the following error message.

FAQ:

I’m trying to send my invoice, but I’m getting an error for Billing terms - why is that?

Billing terms is a mandatory field for EDI orders. This is set automatically during the order creation process (and any time Customer/Shipper/Consignee fields are updated). On Invoices the following logic applies:

"If Billing terms match across all orders, then populate with orders value OR If Billing terms do not match across all orders, then leave blank, the user must update"

I’m trying to send my invoice, but I’m getting an error for Shipment ID - why is that?

Shipment ID is a mandatory field for EDI orders. This is an identifier provided by Bitfreighter for EDI orders. When an order is created via EDI, Shipment ID is pre-filled automatically.

Can I send an invoice for an order that was not created via EDI?

Yes. To do this, make sure all mandatory fields are filled in. This includes Billing terms and Shipment ID.

I have an invoice with multiple orders, can I send this via EDI?

No. We do not currently support EDI for invoices with multiple orders. Invoices sent via EDI must contain one order only.