Invoice Guide

This article will go over everything you need to know about invoices and how to get your invoices out to your customers upon completing an auction. Please review the table of contents below to learn about the many elements of BidWrangler's invoicing tools.

Table of Contents

Example Workflow (Click here if you need help on what to do after an auction to send out invoices)

Invoice Setup

Invoice Settings

Buyers Premiums

Buyers Fees

Tax Rates

Invoice Creation

Automatic Invoice Generation

Editing Invoices

Adding Buyers Fees

Moving Items

Locking and Unlocking Invoices

Invoice Status

Invoice Versions

Charging and Emailing Invoices

Printing Invoices

Pay Now Feature

Troubleshooting

Invoice Setup

Before creating your invoices, make sure that the following settings are set up: Invoice Settings, Buyers Premiums, Buyers Fees, and Tax Rates. 

These each have their own settings that need to be created before assigning them to default, the auction, individual items (excluding invoice settings), or even individual buyers (excluding invoice settings or buyer fees) so that they show up an auction's invoices.

All of these settings can be found under the INVOICING AND PAYMENTS menu in the Admin Portal.

Invoice Settings

Your invoice settings control not only the appearance of your invoices, but what email message is sent when charging/emailing invoices. Additionally, this is where we can enable the Pay Now Feature for unpaid invoices. 

1. The Header, Note, and Footer fields allow you to control what additional information is presented on the invoices.
2. The Email Paid and Unpaid fields control the emails that are sent based on the status of their invoices.
3. The last Invoice Setting option is for enabling the Pay Now Feature. Click here to learn how to use this featue.

After saving your invoice settings, they need to be assigned to an auction within the auction's settings as shown below. Click on the dropdown arrow or use the search field to find the invoice settings you would like to apply.

Buyers Premiums

Buyers premiums are found under the  INVOICING AND PAYMENTS menu in the Admin Portal. You will land on a page that lists every buyers premium that has been created and saved. Click on the create tab at the top of the page to create a new one. Below is a screenshot of the buyers premium create screen:

The settings here can be customized in many different ways. For a simple percent-based buyers premium, name it, fill in what percent you would like within tiered charges under the percent column (make sure to exclude the % sign as shown above), then Save. If you have any questions about these settings, please email us at helpdesk@bidwrangler.com.

Buyers premiums can be set to default from their edit screen, assigned to a specific auction, item, or even a specific user. 

Click here for more details on Buyers Premiums.

Buyers Fees

Buyer fees are found under the  INVOICING AND PAYMENTS menu. We provide the option to name it, set a base amount, and the choice to apply an assigned tax rate to the fee.

These can be assigned to the auction level, or even individually added on specific invoices. On specific invoices, you have the option to add pre-made fees or custom fees (instead of creating them from the Buyers Fee page) that can be named and assigned to a specific item as shown below:

More details found here.

Tax Rates

Tax Rates are found under the  INVOICING AND PAYMENTS menu and look like the screenshot below when creating a new tax rate:

Tax rates can be set to default from their edit screen, assigned to an auction, a specific item, or even a user (for assigning someone tax-exempt).

Invoice Creation

To create your invoices after an auction is over, navigate to the Invoices page in the Admin Portal. All generated invoices can be found on this screen. Click on Create Invoices, then select the auction for the invoices you want to generated.

To start working with the newly generated invoices, filter for that auction by finding the auction in the Filter by Recent Auction dropdown menu. Another way to filter for an auction's invoices is to click on Add filter > Auction ID > set the filter to "is exactly" > place the Auction ID and click on Refresh. Only the invoices from that auction will appear. 

More details found here.

Automatic Invoice Generation

In your Company Settings, or for any specific auction, automatic invoice generation can be enabled (or disabled) so that invoices don't need to be created manually. Click here for that article.

Click here for our additional support article on the topic.

To prevent unintentional altering of invoices, invoices now lock when a payment has been made. You can manually lock or unlock an individual invoice from the invoice View screen.

When an invoice is locked, only a payment can be added. To update a locked invoice, you may either unlock and make the necessary changes, or make the changes, then unlock after the fact for the changes automatically show up on the invoice.

The Administer Invoices screen has new categories to easily separate Locked and Unlocked invoices from All.

Invoice Status

The Invoice statuses change automatically between unpaid, partially paid, and paid according to payments, but you may want to change them manually for clerical reasons. To update the payment status of the Invoice, simply mark it from the status dropdown here - 

(Note - Deleting a payment in BidWrangler  — although it will readjust the balance of an invoice — does not refund the payment. Refunds should be processed through your payment gateway.)

Our invoices now display every change that has been made to them. The invoice number will update the version number (the last two digits) as changes are made.

Every version of an invoice will be saved in the Invoice History, which is located below the invoice. For every version, you will find what change has been made, who made the change, and what time it was changed (in UTC time). We also allow you to download a PDF of any one of the versions.

Charging and Emailing Invoices

Charging Cards

From the Invoices screen, you can charge or email all or specific invoices. Charging invoices sends an email according to whether the payment was successful or not. This email can be customized via the invoice settings. You may also email [and not charge] invoices in the same way.

Click here for more details.

Alternative Payments

Within a specific invoice, you can run a card, alternative one-time card, or clerically mark other forms of payment: Cash, Check, Wire Transfer, or Custom by clicking Add payment:

When charging the card on file from this screen, select PENDING to charge the card. Completed or Failed are used for manually marking an invoice, and is usually for those charging cards in payment processors we don't support:

Printing Invoices

In the same way that you can charge/email invoices by filtering [Filtered items] or selecting invoices [Selected items], the same can be done to print invoices. Once you click on print from either dropdown, you then get the option to print in order of invoice number or bidder last name:

Then, click on the printer icon [top right] on the following screen:

Pay Now Feature

Enable a Pay Now button that appears on your unpaid invoice emails. This is set within Invoice Settings. Click here for our support article on the topic.

Troubleshooting

Below are a series of common invoice problems and answers:

Missing Buyers Premium, Tax Rate

• If you're missing buyers premiums or tax rates on your invoices, check to see if the auction's settings have them assigned. If specific items or buyers need a premium or tax rate to overwrite, see if they are assigned to that item or buyer. Regenerate invoices [not create] to update these changes.

Missing Buyers Fees

• If you are missing a buyers fee that should be on ALL invoices, check to see if it is applied to the auction's settings, then regenerate. If there are fees for specific items, make sure the fee is applied to those specific items in their settings, then regenerate. Custom and pre-made fees can be applied directly to specific invoices as well.

Missing Credit Card Convenience Fee

• If you don't see credit card convenience fees being applied on invoices before payment, this is normal. Convenience fees don't show up until a credit card is charged (make sure these fees are disclosed in your terms and conditions). Credit Card Convenience Fees are assigned in your Company Settings (this fee would be applied to any credit or debit card payment).

I need to add additional information on an invoice.

• If you need additional information in your header, notes, or footer sections on your invoice, you can do this for ALL invoices in an auction by updating the Invoice Settings. Regenerate afterwards. Additionally, you can edit any of these sections on a specific invoice by clicking on the field, editing, then saving.

I need to add an item to an invoice.

• If you need to create a new item that's not currently in your catalog, click on Add Item underneath the rows of items on a specific invoice.

I can't move an item from one invoice to another.

• If you are having trouble moving items between invoices, make sure that the bidder for the invoice has a user account. Then, make sure that the bidder is registered for that specific auction. You cannot move items to unregistered bidders.

I moved an item from one invoice to another, but the item isn't showing up.

• Click regenerate on the invoice where the item should be to update it.

I moved an item from one invoice to another, but I can't find the invoice. 

• If the bidder did not previously win any items before moving items, they have not had an invoice created. Recreate [not regenerate] the auction's invoices to create an invoice for the bidder.

How do I remove an item from an invoice?

• Find the item on the invoice you wish to remove, then click on the trashcan on the far right of the item's row.

I need to refund an invoice.

• To refund an invoice, their payment will need to be voided or refunded in STRIPE or AUTHORIZE.NET first. Then, go back to that invoice in BidWrangler, click into the invoice, scroll down to their credit card payment and click on the trashcan to delete. This will automatically change the status of the invoice to unpaid.

Example Workflow

Below, are a series of steps that could be followed in order to produce and send out invoices upon the completion of an auction:

1. Navigate to the Invoices page under INVOICING AND PAYMENTS within the Admin Portal
2. Click on Create Invoices
   1. Select the Auction or Linked Auctions Group, then Create
3. Filter for the auction's invoices by recent auction or by adding a filter for the auction ID
4. Check to see if the invoices look correct by clicking into various invoices (i.e. Are there buyers premiums applied? Tax rates? Should there be any addition information in the header, notes, or footer via the Invoice Settings? Are there any specific buyers/invoices that need additional buyers fees or notes?)
   1. Does the Pay Now Feature need to be enabled? (enabled in Invoice Settings and applied in the auction's settings) 
   2. Is there a Credit Card Convenience Fee (%)? (check your Company Settings)
5. If invoices and all settings look right, you can charge and/or email invoices by either:
   1. Filter for the auction. Click on Filtered Invoices, then Charge or Email [ALL] invoices. 
   2. Filter for the auction. Click on the top-most checkbox to select all invoices on that page. DESELECT any invoices you don't wish to charge/email, then click on Selected Invoices. Charge or Email [SELECTED] invoices for that page. Repeat for subsequent pages if any