INVOICE PORTAL 2.0 USER GUIDE
Published on May 20, 2021
Invoice Portal User Guide
What is the Invoice Portal?
BundleB2B and Invoice Portal share same user login account.
Roles and Permissions
Note: BundleB2B and Invoice Portal share the same user login, and access control is available within the Roles & Permissions settings.
Invoice Portal Built-in Roles
Adding New Users
Admin users can add new users under the “Users” page.
Create a New Invoice Against BC Order – Order Dashboard
The Order Dashboard is used for creating invoices against BigCommerce orders.
A customer can create sales orders in BigCommerce, and the BigCommerce order will be synced to the Invoice Portal order dashboard. If there are any updates occur to a BigCommerce order, the order update will be synced to the Invoice Portal.
Note: Only B2B orders are synced into the Invoice Portal order dashboard.
Sellers can click on “Create Invoice” to create invoice for a particular order.
In version 2.0, one order can only create one invoice.
Managing Invoices – Invoice Dashboard
Invoices in the Invoice Portal may come from BigCommerce orders or from an ERP import. The “Source” column indicates where each invoice is coming from.
From the Invoice Portal Dashboard, user can filter through invoices with invoiceID, customer, orderID and invoice status. User can also export invoices as a csv file.
User can view, edit, and/or delete invoices.
Note: Partially paid invoices cannot be deleted. Complete Invoice cannot be edited and deleted.
Managing Payments – Payment Dashboard
User can filter payments with paymentID, customer, and payment statuses.
Creating a Manual Offline Payment
User can search open invoices for a specific customer, using the customer’s name or external companyID.
User can pay the invoices using BigCommerce’s payment gateway.
User can select one or more invoices to pay, enter the payment amount for each invoice and click on “Pay with BigCommerce” to initiate payment.
To view additional invoice details, including full payment history for a specific invoice, user can click on the “eye” icon to the right of the Pay button.
Invoice Portal – Order to Payment Process