Invoice Management Walkthrough Guide - All about Auto Invoicing

Invoice Management Walkthrough Guide -

All about Auto Invoicing

Outline of this article:

Beginning - information about auto invoicing.

Halfway down - Navigating auto invoicing in Channel Gate.

What is Auto Invoicing? 

• New Order Invoicing removed the need to physically send Cymax an
  invoice for each sale, and helps you get your payments faster
• Instead – Cymax will invoice on your behalf using the product information
  listed in the Channel Gate Portal (SKU, price)

What are the benefits?

• No more rejected bills! We will pay all invoices right away, and if
  there is a discrepancy we can fix after the fact, so you are not waiting.
  on payment
• Order Invoicing is more efficient and less prone to error (manual error,
  missed invoices, EDI feed issues)
• Promos, rebates* deducted-from-invoice and early pay deductions are
  all clearly captured & easy to reconcile.

What is New & What Stays the Same:

New:

1. Order Invoicing will appear as a section on Channel Gate – you will see all invoices listed there.
2. You do NOT have to send invoices manually or via EDI
3. You will no longer have rejected bills.

Same:

1. Channel Gate is still the source of information for Open & Applied invoices (remittance details)
2. All payment remittances will be available on the Channel Gate Portal for download
   Payments will still be made within term via ACH to your bank account

Statements and Promotions:

Our system will automatically generate an invoice upon first scan of tracking number.

Please continue to send statements to [e-mail]

Promotions will be managed the same.

• Credit memo promotions will not change.
• DFI promotions will be covered within this system, e.g. $100 cost → $95 of promo, and DFI will be calculated on the $95
•  All rebates are based on the Net Product Cost (NPC) and listed on each invoice

Navigate to Auto Bills

In Channel Gate:
Order Management → Invoice Management → Invoice

View auto invoices→ view the overall list.

→ click on any Invoice ID to see invoice detail.

View Deduct from Invoice (DFI) details.
→ To see the DFI breakdown, click the expand arrow beside the DFI amount.

→ Once expanded, you should be able to see deductions based on allowances and program you participate in.

Can I export this data?

Yes! 

1. The bill data can also be exported as a .xlsx file.
2. An invoice date range can be selected and then exported.
3. An email containing a link to the .xlsx file will be sent to
   the user requesting the export.
   • Please note this may take several minutes, depending on file size.

Example of the exported file:

Note:
The export includes both the Product ID and the SKU, but they have been hidden in this example.

Frequently asked questions:

What if the price on your invoice is different from my price?
- please email [e-mail]
- Use the Subject: “Auto Invoice Dispute”

What if I shipped an order and there is no corresponding invoice in Channel Gate?
- please email [e-mail]
- Use the Subject: “Auto Invoice Dispute”

I don’t have access to Channel Gate / I do not know how to use it
– please email [e-mail] and speak to your account manager for additional assistance

Thank you!