Documents

Documents can be uploaded to fulfilments, for printing and sending with the shipment.

👉 Documents can be added to fulfilments only when the fulfilment is not dispatched or cancelled.

Adding a document

Documents can be added to each fulfilment.

1. Go to the order, and scroll down to a fulfilment which is draft, processing, or holding
2. In the fulfilment panel, click the ‘Documents’ header; the documents panel will expand
3. Click ‘Add Document’
4. Choose a document type, e.g. Commercial invoice
5. Select the PDF file you wish to upload
6. Click ‘Upload’

👉 Documents must be in PDF format

Editing or deleting a document

You can edit a document’s type, or delete a document, from within a fulfilment card’s ‘Documents’ section.

Commercial invoices

One common reason to add a document is when an order is being shipped internationally. International shipments require a special type of invoice, referred to as a ‘Commercial invoice’ which contains additional information about the goods, the sender, and the recipient – for use in customs processing by the sending and receiving countries.

Print Trail can streamline your processes for international orders by automatically creating commercial invoices for each of your international fulfilments. Learn more about automatic commercial invoices.

Learn more

• Automate your commercial invoices
• Customs
• Fulfilments