Generating a Commercial Invoice Document

You must have the correct security to access and run the Sales Commercial Invoice Report. Running this report generates an XML file for each order that can be used by a printing solution to create the Commercial Invoice Document.

  1. Select Sales > Reports > OE Reports > OE Commercial Invoice Report.
  2. Click New Stored or New One Time.
  3. Specify report, schedule type, and printing parameters.

    The Print Type must be Print, Fax, E-mail, or File.

  4. On the Range or Options pages, specify a range of orders or a specific list of orders.
  5. For the Set Related flag to: option, accept the default No. Only select Yes if the customer you are shipping the order to is related to your company.

    In the case of a customer that is related, run the report for that specific related company. Ensure the option is set to Yes for international invoices.

  6. Click Save.
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