FAQs

FAQs about Selling on Tradeshift.

What are the most common errors when sending documents?

This article details the most common error messages you can get when sending documents through the Create App, and how to fix them.  table, th, td { border: 1px solid gray; border-collapse: collapse; } th, td { padding: 15px; } ...

53 0 Created on 2022-05-23 11:17:28; Last updated on 2022-05-25 03:00:52

How can I add tax exemption reason?

Some customers on Tradeshift require a tax exemption reason on all lines that are rated 0%.In order to add the reason, please (1) click on the plus sign next to the invoice line (to the left) and (3) select "Tax exemption reason" from the drop-down. You will then be able to fill out that mandatory f...

19580 18 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

What rounding model does Tradeshift use?

When you create an invoice in the web user interface, Tradeshift is doing the calculations. Our rounding model is "round half to even". Thus, for example, €1159.125 becomes €1159.12, and €231.837 becomes €231.84. For a truly random set of decimal numbers, this type of rounding will not skew the tota...

15739 5 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

What should Item ID contain in the invoice line?

The Item ID relates to the ID the item in the catalog. If you don't have a catalog and you are only providing a few services, you can number those services. When you enter the Item ID, it will automatically fill out the line with the text you provided the first time you used that Item ID. Please not...

30851 9 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

Can I attach supporting documentation to a document?

You certainly can! While working on a document, right below the message field you will find an Attachments section. Click "Choose file" to choose a file, and then it will be uploaded and attached to the document. There is a limit to the size of any attached file – it may not be more than 3 MB. You c...

17054 5 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

How many lines can I have in a document?

We do not have any limitations on the amount of invoice lines. ...

27439 3 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

Can I date my documents in the past or future?

Per default, there is nothing stopping you from dating documents either in the past or the future. However, some enterprise customers do set up validation rules in connection with dates, so this might be different from customer to customer....

27276 6 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

Can I create multi-currency documents?

This is not supported by Tradeshift. However, you can include details about different currencies and conversion rates in the notes field....

27256 1 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

How do I add discounts or charges to a document?

You can add discounts and charges to a document by clicking at the "Add header charge, discount or tax" drop-down menu that is located under the invoice line. From this drop-down, you can add a discount or fixed charge, as well as a fixed tax amount.   ...

18401 1 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

Can I have prices with 3 or 4 decimal places?

Tradeshift uses the international standard bank format with 2 decimals places for the price unit. We are aware that not all enterprises use 2 decimal places, but at this time it is a large undertaking which is on our road map for future implementation....

27984 1 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

Can I save the numbers and descriptions of my products?

There are two different ways to speed up your invoicing when you have recurring products or services. You can for one, use an already sent invoice as a template (on the invoice view, click on the relevant link on top) and then change details. Or you can use the recall function on invoice line level ...

27768 0 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

How can I edit tax names and values?

Tradeshift is a fully configurable platform. All fields, including taxes, differ from country to country and change from time to time. Therefore, it is up to the user to create, edit and delete the tax names and values as they see fit. To edit the tax name and amount please take the following ...

19542 5 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

How do I add optional fields (e.g. a person reference or a PO-number) to a document?

You are able to add optional fields to your document by clicking the drop-down menu under the document details. This adds a preferred field on the header level of your document. If you wish to add an optional field on the line level you should click on the plus icon on the left side of the ...

19011 8 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

Can I have several documents with the same number, for example two invoices with the same invoice number?

Duplicate invoice numbers are not allowed and will cause an error message to pop up ("The invoice number is already in use"). If a company creates an invoice with a number that has already been used, they get an error, and to proceed they must change the invoice number. However, it is possible to ha...

31305 10 Created on 2016-10-11 20:36:27; Last updated on 2022-05-25 03:00:28

Are negative amounts allowed on invoices, credit notes and purchase orders?

Yes. Tradeshift not only allows line items to have a negative total, but also the overall document....

14424 1 Created on 2017-03-16 11:28:51; Last updated on 2022-05-25 03:00:32

How do I enter a fixed tax amount on my invoice?

If you would like to add a fixed tax amount to your invoice, all you have to do is click the "Tax" field on the document line where you wish to apply a fixed tax: This will prompt a sidebar. At the bottom of the list, after all the percentage taxes, you will find the option to enter a fixed tax am...

32914 5 Created on 2017-03-29 16:43:14; Last updated on 2022-05-25 03:00:32

I have received a Purchase Order from my customer, where can I see all the documents that are tied to it?

The following associations of documents can be done on the Tradeshift platform: flip a Quote into a Purchase Order flip a Purchase Order into an Invoice flip an Invoice into a Credit Note In any of the above cases, you can see on any of the documents which other document types are referenced to it,...

25356 5 Created on 2017-04-03 08:28:14; Last updated on 2022-05-25 03:00:33

India-based Sellers: How do I add a HSN / SAC number to my invoice and select the GST tax rate accordingly?

HSN (Harmonized System Nomenclature) is part of an international system nomenclature used for classifying goods. HSN is a six-digit code that classifies more than 5000 products, and is widely used for taxation purposes in order to identify the right type or rate of tax that is applicable to a sp...

33858 0 Created on 2021-06-11 07:24:34; Last updated on 2022-05-25 03:00:50

Can I bulk-select lines in Invoice Viewer?

Yes, you can easily select all invoice lines in one go, which makes it easier to perform various actions (such as coding and viewing line details) for many items at a time. To select all lines in one go, do as follows: Select any one of the invoice lines by ticking the box to the left of t...

17620 0 Created on 2019-08-19 09:00:49; Last updated on 2022-05-25 03:00:39

How can I verify that my document has been sent, received and accepted on Tradeshift?

After sending a document, it will be marked with a document state. A document state is a property that all documents have, which describes how far along the document is in the process. If a document state is "Sent", you can be assured that it has been successfully delivered to its recipient...

49213 74 Created on 2016-10-11 20:36:26; Last updated on 2022-05-25 03:00:28

Can I download multiple documents in one click?

Unfortunately, we do not support this feature at this time, so for now you will have to go through them one by one and download them....

28059 6 Created on 2016-10-11 20:36:26; Last updated on 2022-05-25 03:00:28

I have sent an invoice, but realized that I made a mistake. How do I correct this?

Due to VAT certification, an invoice that has already been sent cannot be modified directly. If you have made a mistake or you wish to change something in an invoice, then you can do so by creating a credit note related to that invoice. Essentially, a credit note will invoice the same amoun...

164426 371 Created on 2016-10-11 20:36:26; Last updated on 2022-05-25 03:00:28

How can I keep a local copy of a document?

You can print a copy of a document which has been sent, or you can save a PDF version of it. To do so, open up the document, and then follow instructions below:  Click on "Other actions". This will open a drop down menu with some options.  Click on "Print" to open a PDF version of the document in yo...

18592 4 Created on 2016-10-11 20:36:26; Last updated on 2022-05-25 03:00:28