This is step-by-step guide to creating an invoice from a goods receipt. A goods receipt (GR) conversion (flip) enables you to instantly convert a goods receipt into an invoice within Tradeshift.
Follow the steps below to create a goods receipt invoice:
- Access the Document Manager app via the sidebar. If the Document Manager app is not in the sidebar, click on All apps and search for Document Manager.
- Make sure to click on Clear all if the option is activated, search for the goods receipt you wish to invoice against. To easily find goods receipts, filter your view to display gooods receipts, as described here. You can also search for the goods receipt number by adding the ID in the search bar.
- Select the goods receipt by ticking the box on the left side of the goods receipt in status Received.
- Click on the Create invoice from Goods Receipts that will become available on the bottom of the screen. This will open the invoice create page, in which information will be pre-populated according to the goods receipt.
- Edit the fields as needed, and then click Send. The invoice will be generated and sent to the customer.
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