Getting Started

1.  Click on the Settings button to access your ChannelGrabber settings:

2. Under the Invoice Management section, click on Invoice Designer, which will take you straight into the designer tool:

3. You now have the option to Create New Invoice, where you can either start with a totally blank page, or select one of our pre-designed templates (suitable for different types of integrated label paper - you can click the "Buy Label" link under any of the pre-set designs to be taken to our recommended label supplier's website):

Important Note:  If you plan to print courier labels on an integrated invoice, we recommend the  Forms Plus FPS-15 style paper.

If you have previously used the Invoice Designer tool, you can Edit Existing Invoice further down the page by selecting one of your previous designs to edit.

The Duplicate option can be used once you have set up/customised a template so that you can replicate the work you have already done and make any small changes for an additional invoice design (eg. logo changes etc.):

Using an Invoice Template

Click on the template or previous invoice design that you want and it will load up the full invoice editor (I have chosen the Forms Plus FPS-15 style for this example).  

You will see that the most commonly required fields have been pre-populated for you, such as the courier label (this is just a placeholder so will change based on the courier and shipping method that you process the order with), shipping name and address, your trading address, the invoice order table etc. 

You can use this template as it is, or if you want to use this as a starting point and make amendments to create your own invoice (follow steps under "Creating a New Invoice"), you can give the template a new Template Name on the left, then the alert bar will pop up at the top of the page to let you know changes have been made, so you can now Save your changes, or Discard them if they are not needed:

Once you have a template saved, you can then apply this to different trading companies and marketplaces in Settings > Invoice Management > Invoice Settings.  You may want to read this guide on Invoice & Email Settings for more help with this.

Creating a New Invoice

1.  From the initial Invoice Designer page, select the "Blank" template under Create New Invoice or click the Create button:

2. This will open up a blank page with options to give the template a name and choose the paper type you will be printing on: 

3. The Elements

These quick-load buttons will add various elements to the invoice which will use pre-scripted code to call in the relevant information from each order, such as the shipping address etc:

Seller Address: Your address and trading details (automatically populated from your Company Settings/Trading Details as appropriate)

Delivery Address: Your customer’s shipping address as provided on the order by the channel the order came from

Image: Allows you to upload your logo or any image, which can then be re-sized and re-positioned anywhere on the page

Text: Create a text box for you to type in any text or messages for your customer, or input data field tags to add further order details to your invoice (eg. Order ID, buyer messages etc.)

Order Table: Creates an invoice table with key information for each product that is ordered: Quantity, SKU, Description/Title, Price and Line Total. Also displayed will be the Postage fee, Subtotal, VAT (if applicable) and Grand Total

Box: Adds a bordered box which you can re-size and re-position anywhere on the page. Text or other elements can be positioned within this box to give important elements of your invoice more emphasis

PPI:  If you are printing Royal Mail PPI logo as part of your invoice/integrated label, then you can add a placeholder to position the PPI logo where you want it on the page (see guide on Shipping Aliases for more on how to map PPI logos to different shipping methods automatically)

Courier Label:  Similar to PPI, this inserts a placeholder courier label (6"x4") so that you can position where you need it on the page.  This will then be populated on the invoice automatically when you have generated your courier label in ChannelGrabber (see our collection of guides on Couriers & Shipping for more details on this topic)

Barcode:  Creates a barcode placeholder for you to position where you need it on the page.  There are three different types of barcode that can be used when processing orders to trigger different actions within the system.  See our guide on Using Barcodes on Invoices for more details on how these can benefit you.

Editing an Element

  1. Click on the button for the element you want to add, and a field with the relevant data tags or element will be added to the invoice design (default position is always the top left corner). You can then click and drag to re-position this element to where you would like it to be printed on the page:

2. To change the content or formatting of the element, look on the right hand element pane which will appear when you click on the element:

In this example we have a Text editing box on the top right, where you can add or remove content, change the font and size of the text and make it Bold or Italic. You can use the Select Data Field drop-down menu to insert other useful data tags, such as which channel the order came from, any buyer message, customer contact details etc. (see A Guide to Dynamic Tags for the full list and definitions). 

You can even add a border to some elements to give them greater emphasis on the page.

You can change the exact position and size of the element in mm, which can help to align different elements on the page neatly:

Use the Delete button in the top right hand corner to remove the entire element if needed:

The changes you make will update immediately on the design so that you can check they are correct as you go along.

Assigning Your Invoice to a Marketplace / Trading Company

Once you have an invoice design saved, you can then apply this to different trading companies and marketplaces in Settings > Invoice Management > Invoice Settings.  You may want to read this guide on Invoice & Email Settings for more help with this.

When you have completed your design and mapped it to the relevant marketplaces/trading companies, you can proceed to the Orders page and print an Invoice for any order to check how it looks (see guide on Batch Update Processes for more details on processing orders in bulk).

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