Create a Direct Ship / My Shop Invoice

Creating an invoice for a direct ship order, whether a Direct Ship or Guest Checkout transaction, will not reduce your on-hand inventory. However, it will generate an inventory order to ensure accurate tracking for tax purposes. 

Important: Ensure your Default Discount is set in Inventory Order Settings before continuing.

1. Create a new invoice for the contact.
2. From the Sale drop-down menu, select Direct Ship or Guest Checkout (if applicable, click OK to acknowledge and close the reminder form).
    
3. Add items to the invoice by entering a partial part number or description, or use the Lookup to search items from their purchase history or product list.  
4. The Discount field allows you to apply a discount to an individual item or, from the Discount section on the Details tab, to the entire invoice. Alternatively, you can apply a Flat Amount. The Percent and Flat Amount discount options cannot be used together. If applicable, apply any discounts given to the customer. See Applying Discounts to an Invoice for more details.
5. Verify and, if necessary, update the sales tax amount collected from your customer. We recommend using the Flat Amount option from the Tax field.
    
6. At the bottom of the invoice, above the Total, if applicable, enter any shipping amount charged to the customer in the Shipping field.
    
7. From the Product Order tab, enter the shipping amount the company collected from you in the Shipping field.
    

8. If the company charged additional taxes beyond those collected from the customer (typically due to a customer premium being added or shipping, etc.), follow the steps under Handling Additional SalesTax Collected before saving the invoice.

   Handling Additional Sales Tax Collected

   1. In the Order History or Order Status area on InTouch, view the shipping and tax charges applied by the company. 
   2. Click and enter the amount of tax charged by the company in the Tax Paid to Company field, then click OK to accept and close the form.

   

9. After ensuring all items have been successfully added, make any final additions or changes to the invoice, the form of payment*, and whether you want to print or email the invoice.

   Tip: If the customer hasn't paid for the items before they are shipped, leave the invoice unpaid and post a payment to their account once it's received. Alternatively, you can select to email them a direct payment link.

10. When finished, select  Save to complete the transaction.
11. An inventory order will automatically be created for tax and production purposes. If the totals need to be adjusted to match the Order Details on the company website, see Edit an Inventory Order (Status: Received option).

* To record the Handling Fee for MyShop website orders that have been placed by the customer using their card, enter the amount in the Credit Card field, then follow Option 2 in the following support article Handling Credit Card Payments.

---

Additional Information:

• Record Shipping on Invoices
• Edit Direct Ship Invoices
• Handling Credit Card Payments

The following applies to direct ship invoices:

• The invoice sale type Direct Ship is used for all orders you initiate for shipment from the company to your customer, or customers registered on your website. The Web invoice sale type should be used for orders in which the items will be shipped from your on-hand inventory. 
• Promotional items (section 2 premiums) are marked as a Gift line item (Type).
• The company may use different part numbers for samples on direct ship invoices. Add the sample using Boulevard's part number, and if the company did not charge you for the sample, change the Price to $0.00.
• Other section 2 items are marked as Sample line items (Type). Alternatively, if you do not include them on the invoice, edit the amount in the Supplies field of the received order; see Edit an Inventory Order (Status: Received option).
• The cost of promotional items (customer premiums/deluxe minis) and applicable sales tax will not appear on the Weekly Accomplishment Sheet but will be recorded on the Product Purchases report.