Match Wholesale Shipment Milestones to Invoice Requests

Define the event that makes an invoice request ready

Agree which evidence confirms each billing milestone, such as a packed shipment, a carrier scan, or buyer acceptance. Tie the event to the specific release and quantities covered. Preserve separate identifiers for purchase order lines, shipment records, invoices, and payments.

Walk through a split shipment before release

• Compare the quantity ordered, quantity released, and quantity on the invoice.
• Identify any deposit or prior credit to apply to this shipment according to the agreed schedule.
• Show which lines and payment balances remain open when the invoice is sent.

Reconcile exceptions across both teams

If the buyer disputes receipt or a warehouse corrects a shipment count, pause the affected billing step. Verify the shipping record and compare it with the invoice and payment history. Record whether the issue changes the current invoice, the next release, or both.