In Customer Service, you can view invoice and credit details directly in pixi Web. Login to the web application and navigate to Customer Service > Invoices and Credits. Click Search to view the latest 1000 documents.
General
The latest 1000 documents on the overview page are listed by date in descending order. The document number on the overview page is linked and directs you to the respective details page of the invoice/credit.
Sorting
Click the three dots to adjust column visibility. The following columns are available:
Document Nr. (Invoice/Credit Nr.), Document Type (Invoice/Credit), Created, Created By, Ext. Order Nr., Order Type (B2C/B2B), Storage (Yes/No), Gross Total, VAT Amount, Net Total, Discount, Shipping Costs, Discount Voucher ID, Discount Voucher, Currency, Ship Date, Shipping Vendor (ShipVendorCode), Tracking ID (editable), Return Tracking ID (editable), Return Costs, Payment Type, Paid Amount, Due Date, Payment Date, Dunning Level, Creation Mode (Direct/Automatic/Manual/1SS)
Columns support sorting, filtering, showing/hiding and moving. The filter for column Status has 3 checkboxes: EIN, AUS and RET
Click on a column to sort the results on the overview page by descending or ascending order.
Searching
The search functionality features the following parameters:
Document Type, Document Date, Shipping Vendor, Location, Payment, Shipping Lock, Ship Date, External Order Nr., Order Type, Tracking IDs Imported, Tracking ID, Shipping Country, Box Nr.
Details Pages
Click on the document number to view the details. Depending on whether the document is an invoice or a credit, the return costs are hidden or displayed. The external order number links to the order details page. The same applies to return numbers, which lead to the details page of a return case. The following columns are displayed on the details pages:
Status, Barcode, Shop Item Nr., Item Name, Qty, Gross Price (Currency), VAT %, VAT Amount (Currency), Net Price (Currency), Discount, Amount (Currency), Discount %, Final Gross Price (Currency), Final Net Price (Currency), Gross Total (Currency), Net Total (Currency), Serial Number, Batch Number, Best Before Date
Columns support sorting, filtering, showing/hiding and moving. The filter for column Status has 3 checkboxes: EIN, AUS and RET
Invoices Lines
In this tab, you'll find all invoice lines of the order and more detailed information. You can also reprint single or multiple invoice lines by enabling the checkboxes of the desired lines and clicking the printer icon in the navigation pane on top of the page.
Packages
The package tab shows the same package information as the Package overview page on Ship-Out (item, weight, shipping vendor etc.). The tab Packages is empty for invoices that were shipped via the pixi Shipping client and if not all items from an invoice have been shipped yet.
From this page, you can reprint a shipping label via the Edit button > Create New Label. You can also edit shipping information such as Tracking IDs and Return Tracking IDs using the pencil icon.