Introduction

We want to ensure that your billing process is as straightforward as possible. This quick guide will help you understand the different components of your invoice, so you know exactly what you’re being charged for and when.

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Invoice Components

Getting comfortable with your invoices will help you find important information faster and clear up any questions you or your accounts payable team may have. Here we'll work top to bottom and breakdown each section of your invoices.

Invoice Header

Invoice Number: This is a unique identifier for your invoice, typically starting with SO (Sales Order). For example, SO-0084097

Invoice Date: The date the invoice was issued. This helps you track when the bill was generated.

Due Date: The date by which you need to make the payment to avoid any late fees. This Due Date will vary based on your accounts payment terms.

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Billing Information

Billed To: Contains your company billing details including the name and address.

Payment Terms: This explains the conditions of the payment. For example "Net 30" designates the payment is due in 30 days from the original invoice date.

Our standard terms range from Net 15 to Net 90 depending on your program and volume.

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Line Items

Item Number: This typically contains the item's unique identification number. These range from brand to brand, but stay relatively consistent for easy reorders and search-ability.

Description: This is the name of the item which will typically also include the brand name if applicable.

Quantity: The amount of that particular line item you purchased.

Unit Price: The cost per unit for that particular line item.

Total Amount: Your total cost for each line item, which is the unit price multiplied by the quantity.

Subtotal: The sum of all the line item totals before any taxes or discounts are applied.

Total Amount Due: This is the final amount you need to pay, which includes the subtotal, taxes, fees, and after applying any discounts.

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Taxes & Fees

Sales Tax: Sales tax is calculate using the required tax rate based on the shipping zip code. This tax is automatically calculated and applied using Avalara.

We have in nexus in certain states which requires us to collect and report sales & use tax for that particular state.

What if I'm tax exempt? You can submit your exemption to your support team. Once filed and approved, tax will be removed from the associated orders moving forward.

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Discounts

You may get promotional or seasonal discounts applied to orders. These can vary from fixed amounts, percentages, or free product. These will be reflected on your invoice as separate line items.

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Troubleshooting Issues

What if I see incorrect charges on my invoice? If you notice any errors on your invoice, contact our support team to have them adjusted and resolved.

Why is my invoice showing a balance even though I paid in full? It's possible that some adjustments were made during the order. For example, adding an extra size or additional imprint colors. Adjustments like these would change your subtotal, which would also marginally affect the tax implications on the order. To get further clarification on an order, please reach out to our support team! 

Why didn't I receive an invoice? Please check your spam folder or contact our support team for assistance.

You can also view all of your past, present, and future invoices in the Invoices dashboard.

Quick Tip: You can add your accounts payable teammates directly on the platform. They bulk pay invoices directly in the app, or set up ACH payments.

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