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How do I block an item from being invoiced?

  • August 14, 2025
  • 2 replies
  • 38 views

Michaelh
Pro I
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I have a customer who uses EDI.

They will send me an order for items and a display case.

I want to invoice the items via EDI, but NOT the Display Case; that case has to be manually invoiced to the customer’s platform.

Is there a nice way to do this? I’m trying to avoid asking them for 2 orders, but I can’t think of a better way to isolate these Display Cases.

 

THANK YOU!

Best answer by dgodsill97

Can you ship the items and the display case separately?  Make the ship date of the display case the next day after the items or delete the display case from the shipment. Confirm the items shipment and invoice thru EDI, then process the shipment and invoice for the display case.  

2 replies

dgodsill97
Varsity I
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  • Varsity I
  • Answer
  • August 14, 2025

Can you ship the items and the display case separately?  Make the ship date of the display case the next day after the items or delete the display case from the shipment. Confirm the items shipment and invoice thru EDI, then process the shipment and invoice for the display case.  


Michaelh
Pro I
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  • Author
  • Pro I
  • August 14, 2025

That is perfect, EDI only checks for one invoice, they won’t catch the 2nd one. THANK YOU!