You can create Invoices, Pack and Ship multiple orders in one go with bulk actions for sales orders.
Navigate to the Sales Order page within QuickBooks Commerce.
Select the Orders that you wish to 'Finalize' and click on Bulk Actions. You can also select all the orders, and all those that are not ready to be finalized will automatically be excluded.
Select 'Finalize Orders'.
The following popup will appear, prompting you to confirm that you wish to finalize the selected Orders. Click 'Proceed'.
The Order status will be updated to Finalized in bulk.
To invoice orders in bulk, select 'Create Invoices' from the Bulk Action drop-down option.
Similarly, orders that are not ready to be invoiced will be automatically excluded from the list, and you will be notified in the pop-up box.
The following popup should appear. Click on 'Proceed' to create the invoices. Order statuses will immediately be updated to finalized.
An email of the Invoices PDF will automatically be sent to the contact or email address listed in the Sales Order. If you do not want the email to be sent, uncheck the 'Email new invoice to order recipient ' box.
You would get an error (see, e.g., above) if your email address is wrong, bounces, or has SMTP issues. Please check your information in QuickBooks Commerce again to make sure your email address is correct.
Your customer will be able to make payments directly from the invoice using B2B Payments. You can also choose to download the PDFs for your invoices either individually or in bulk and print them.
Before you can pack your items, you must first ensure that they are finalized. If your orders are not ready to be packed and attempt to pack them in bulk, the following popup will appear.
Click Cancel, and return to your Sales Orders. Ensure that your orders are finalized. Select all your Sales Orders once again and click on 'pack'.
You can download your shipments as PDFs, but not your packed shipments. You will also be able to go directly to each shipment by clicking on the Shipment link.
To ship orders in bulk, select 'Ship' from the Bulk Action dropdown option. The following popup should appear.
Click on 'Proceed'.
Your shipments have now been created, and you can once again download the PDFs or view and print your shipments.