Create an invoice that's not linked to an order (beta)

You can create an invoice that’s not associated with any order. This can be useful in a few scenarios such as:

• Corporate gifting or speciality items
  For example, custom product bundles or samples not listed in NuORDER.
   
• Low stock products, discounted products, or archived inventory
  You may have products removed from NuORDER but want to sell the product to select buyers.
   
• Orders placed externally from NuORDER
  For example, a sale from a phone call, tradeshow, or if a sales rep manually entered the sale into the Enterprise Resource Planning (ERP) software.
   
• Manual billing
  You may want to quickly create an invoice where creating a full NuORDER order isn’t needed.

Here are some general guidelines of when to create an invoice that’s not linked to an order:

• If the product isn’t in NuORDER
• If it’s a special charge to an order
• The order originated outside of NuORDER
• You only need to collect payment
   

Important to remember:

• You must be an eligible brand to use this feature. You can use this feature only if you're a brand currently on payments with invoicing enabled and have the ability to create an invoice. Contact your account manager or customer success manager to use this feature.
• The retailer and buyer must be connected and set up with a valid billing and shipping address. Learn more about connecting with brands.
• When you create an invoice that’s not linked to an order, the invoice won’t appear in the Order list page.
   

Create an invoice not linked to an order 

To create an invoice not linked to an order, select the Invoices page icon ($) on the left tab. Next, select +Create Invoice.

You’ll see a pop-up message that asks you how you’d like to create an invoice. Select whether you’d like to upload an existing invoice, or if you’d like to manually create a new invoice. 

 

Upload an existing invoice

Select Upload an existing invoice and then select the Get started button if you have a PDF file that you’d like to import as an invoice. 

 

Under Billing details and Payment details, enter your information in the relevant fields. 
 

Next upload your PDF invoice by selecting browse your files, or by dragging your PDF file in the Upload invoice section.

After you’ve filled in the appropriate details in your invoice, select Create near the top-right corner of the screen. 

You’ll see a Create and send invoice? window. Select the drop-down menu to choose how you’d like to send the invoice:

• Email invoice to buyer - Emails the invoice to the buyer.
• Don’t email invoice to buyer - Creates the invoice but won’t email it to the buyer.
   

Under Additional billing contacts, enter more email addresses if needed. Next, select Send invoice. Note: You can add up to 10 email addresses.

 

Create a new invoice manually

Select Create a new invoice manually and then select the Get started button. Choose this option if you don’t already have an existing PDF invoice, or if you prefer to manually enter your invoice details.


Follow the onscreen steps to fill in the relevant fields in your invoice. When you create an invoice manually, you can add price adjustments such as taxes, discounts, and fees that can be adjusted by a percentage of the dollar amount. 

Note: The price adjustments are automatically calculated for the amount due.

After you’ve filled in the appropriate details in your invoice, select Create near the top-right corner of the screen. 

You’ll see a Create and send invoice? window. Select the drop-down menu to select how you’d like to send the invoice.

• Email invoice to buyer - Emails the invoice to the buyer.
• Don’t email invoice to buyer - Creates the invoice but won’t email it to the buyer.

Under Additional billing contacts, enter additional email addresses if needed. Next, select Send invoice. Note: You can add up to 10 email addresses. 

View invoice details

Once you’ve created your invoice, you can see additional details of the invoice in the Invoices page. To view the invoice you created, select the Invoices icon ($) on the left. You’ll see the Invoices page.

Under the Invoice # column, select the invoice number to see additional details. Invoices that aren’t linked to orders are marked with the External order label, and won’t have an order number associated with the invoice.

After you select on an invoice number, you’ll see an expanded view of the invoice with details. 

From the Invoices page, you can:

• Send or resend the invoice
• Record a payment 
• Void the invoice
• Collect the payment
• Refund the transaction 

Send the invoice

• To send the invoice, select Send invoice near the top of the screen.

Resend the invoice

• To resend the invoice, select the Resend invoice button near the top of the screen. Note: You’ll only see this option after you send the invoice once.

Void your invoice or download a PDF of your invoice

• To void the invoice, select More actions, then select Void invoice.
• To download the PDF, select More actions, then select Download PDF.

Collect or record a payment

• To collect a payment, select Payment near the top of the screen, then select Collect payment.
• To record a payment, select Payment near the top of the screen, then select Record payment.

Learn more:

• Invoices page overview