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Sending Invoices

Sending an invoice is highly recommended. If not sending an invoice you should contact the buyer directly via email. Send an invoice to the buyer to confirm the following:

  • Transaction details:
    • Qty - Quantity purchased (multiple quantity listed items only)
    • Postage - Postage charge
    • Insurance -  Insurance charge (if offered by seller and buyer requested)
    • Seller discount(-) or charges(+) - For offering the buyer a discount or agreed charge
    • GST option
      • NO GST Applied: You are not GST registered    
      • GST Included: The final price already includes GST (Need to be GST registered)
      • GST: GST is added to the final price (Need to be GST registered)
  • Seller details:
    • Your bank account details - Provide bank deposit details if applicable
    • Payment instructions - Instructions for payment methods
    • Postage instructions - Provide postage options
    • Send a message to the buyer

How to create send an invoice
You can send an invoice to your buyer in a number of ways.

  • Email - Click the 'Send Invoice Now' link in the "Item Sold" email sent to you.
  • My OZtion - My OZtion > My Selling >
    • Pending Invoices page - Click the 'Send Invoice Now' link.
    • Sold page - Select 'Send Invoice' from the 'Action' box.

Completing the invoice

  1. Select the item(s) to be included in the invoice (tick or un-tick the box on far left).
  2. Calculate the total due...
    • You can adjust the Qty if the buyer has not yet completed checkout and you know that they require extra Qty. Note: You will be charged extra sale fees.
    • Enter the postage and insurance amount if applicable.
    • Enter a discount or charge amount if applicable.
    • Select GST status ( No GST applied, GST included or GST ).
    • Click the 'Recalculate' button.
  3. Enter your bank account details, payment instructions and postage instructions clearly.
  4. Write a message to the buyer.
  5. Click the 'Confirm and Send Invoice' button.

How to calculate the postage amount
You should be able to confirm the postage from the buyer's postcode.The buyer should confirm their postage details at the Checkout. You will receive an email notification when your buyer has completed Checkout. If you cannot confirm the total due, please contact the buyer first.

Using the default bank account, payment and postage details
You can save your bank account, payment and postage details to prevent having to add them each time. Tick the 'Set as my default' box to save as your defaults. Your defaults can also be accessed from My OZtion > My Preferences > Update my Default Details.

Multiple Items
Multiple items from one buyer will be added to one invoice so you do not have to send an invoice for each item separately (if invoice not already sent). You can offer a discount on postage for multiple items.

View Invoice
You can view an invoice you previously sent from by selecting 'View Invoice' in the 'Action' box. This will show you the buyers address, payment method, items and totals.

Resend Invoice
You can send a new invoice to the buyer by selecting 'Resend Invoice' in the the 'Action' box. This allows you to create and send a new invoice. For example: Send a new invoice if the buyer decides they want to purchase additional quantities or buys more items from you.

Completed items showing in invoice
If you see items you have already posted in a new invoice (item invoice was not previously sent) you can do either of the following.

  • Deselect the items already sent and send the new invoice with new items only.
  • Select only the already sent items and send an invoice to the buyer, then send another invoice for the new items.
  • Send an invoice with all items to the buyer.

Cancel Invoice
You can cancel a sent invoice, this will place the items on the invoice back into the 'Pending Invoices' section.

Remove Invoice
An invoice can be removed permantly by using the 'Remove Invoice' function.

Incorrect amounts shown on PayPal after completing checkout on OZtion
If this happens, the seller has setup default Postage and or Tax amounts to be included. Please ensure you turn these settings off. More Information

 

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