Flxpoint Knowledge

Contact us

Vendor Payouts

Automatically Generating Vendor Invoices

Before utilizing vendor payouts, you may want to enable the Automatically Generate Invoices toggle. Enabling this toggle will allow Flxpoint to automatically create invoices in one of two scenarios: when a fulfillment request (FR) is processed OR when a shipment is created.

To enable the Automatically Generate Invoiced toggle:

  1. Select Sources

  2. Click on Vendors in the top left corner

  3. Choose the appropriate vendor(s)

  4. Scroll to the bottom of the page and locate Automatically Generate Invoices?

  5. Click to enable the toggle switch

  6. Determine when you would like the invoices to generate

    1. When an fulfillment request (FR) is processed
    2. When a shipment is created

  7. Select Update to complete

Creating a New Vendor Payout

To create a vendor payout:
  1. Select Invoices
  2. Choose the Invoice Status filter for Unpaid
  3. Select the checkbox next to the unpaid invoices you'd like to create a payout for
  4. Click Actions
  5. Click Create Payouts
  6. In the pop-up, view the eligble invoices
  7. Click Create Payouts to complete

Flxpoint Pro Tip: Eligible Payouts

Invoices are considered eligible for a payout if the invoices are in an unpaid state and have not previously been associated to a payout.

Updating the Vendor Payout

 
To update a vendor payout:

  1. In Vendor Payouts, click the desired vendor payout

  2. In the following screen, you may update:

    1. The payout status to Unpaid or Paid
    2. The date the payout was paid
    3. Add relevant notes in the notes field
    4. Upload any relevant files

  3. Once complete, click Update Changes in the bottom right to apply

  4. Once changes are applied, no further updates can be made to the payout

Manually Creating a Vendor Payout

To manually create a vendor payout:

  1. In Vendor Payouts, click Create Payout

  2. In the pop-up menu, select the vendor

  3. In the blank payout, fill out the following:

    1. Payout status
    2. Date paid
    3. Notes (if applicable)
    4. Upload files (if applicable) 5 files maxium

  4. Click Associate Invoices

  5. Select desired invoices

  6. Click Associate Invoices to complete

  7. Select Save Changes to complete

Exporting a Vendor Payout

To export a vendor payout:
  1. In Vendor Payouts, select desired vendor payout
  2. In the top right of the payout, click Export
  3. A CSV file will automatically download

Related Articles

Vendor Management

Overview Some vendors do not provide automated ways to receive fulfillment reques...