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The Invoice Payoff Tab

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Consignment

At a Glance

  • Invoice Payoff reconciles each consignment invoice down to the unit: how much you received, how much has sold, how much came back or was destroyed, and how much is still on the shelf.
  • Find it on the Data page, under the Consignment view — the Invoice Payoff tab. Both retailers and vendors have it; each sees their own side of the same numbers.
  • Every unit is traced back to the exact invoice it arrived on, using the Metrc package tag that follows the product from the truck to the register.
  • Each invoice carries a plain-English status — Open, Partial, or Closed — so you can see at a glance which invoices are fully accounted for and which still have product moving.
  • One click exports a reconciliation PDF you can hand to a state auditor. It shows every unit accounted for, with anything that doesn't reconcile flagged for review rather than hidden.

Consignment is simple until an auditor asks the hard question: you received this product on consignment — prove where every unit went. Some sold. Some came back. Some expired and was destroyed. Some is still on the shelf. On a spreadsheet, answering that for one invoice is an afternoon. Answering it for a year of invoices, on demand, is why stores dread the audit.

The Invoice Payoff tab answers it in one screen. For every consignment invoice you've received, it lays out the full lifecycle of the product — received, sold, returned, destroyed, and remaining — and ties each number back to the original invoice. When received equals everything that's been accounted for, the invoice reads Closed. When it doesn't, the gap is shown, not buried. This page explains what every column means and why it matters to both sides of the relationship.

Where to find it

Click Data in the left nav. At the top right, make sure the view is set to Consignment (not Wholesale). Then click the Invoice Payoff tab in the tab strip. Retailers and vendors both have it — a retailer sees every consignment invoice they've received; a vendor sees every invoice they've consigned, across all the retailers they work with.

Nothing to reconcile yet? If you've set up consignment partnerships but haven't received any product on consignment yet, the tab is empty on purpose — there are no invoices to account for until product actually arrives designated as consignment. Once you receive your first consignment delivery, its invoice appears here automatically.

What each column means

Each row is one consignment invoice. The columns walk the product through its entire life on your shelf, in the invoice's own unit of measure — grams for flower, eaches for packaged goods (the tab never mixes the two).

DATA · CONSIGNMENT · INVOICE PAYOFF
InvoiceReceivedSoldReturnedDestroyedRemainingRecon ΔStatus
INV-44711201200000Closed
INV-448820014624480Partial
INV-4502906100227Open

Open any row to see the same breakdown per package — every Metrc tag on that invoice, with its own received / sold / returned / destroyed / remaining line. This is where you find the single package that isn't reconciling, instead of eyeballing an invoice total.

Reading the status

Every invoice carries one of three statuses, and each one is honest about what it does and doesn't know:

The tab never fakes a clean total. If a count can't be verified, that product shows up in the reconciliation as unexplained rather than being quietly dropped to make the invoice foot to zero. An audit report that always balances perfectly isn't trustworthy; one that flags exactly which units need explaining is.

Why it matters to retailers

For a retailer, the Invoice Payoff tab is your consignment audit defense, standing by before anyone asks for it. Several states require dispensaries to reconcile consignment inventory on demand: prove that product received on consignment was either sold and accounted for, returned, destroyed under compliance, or is physically present. Doing that from POS exports and Metrc reports by hand is a multi-day project. Here it's a screen you can open in front of an examiner and a PDF you can hand across the table.

Day to day, it's also how you know when a consignment invoice is truly finished. "Closed" means you've sold through everything you owe the vendor for and there's nothing left hanging — no forgotten units, no phantom shelf inventory, no surprise months later. And when a package doesn't reconcile, you catch it while the trail is fresh, not during an audit when the product is long gone.

Why it matters to vendors

For a vendor, this is the transparency that consignment is supposed to come with and usually doesn't. You shipped product on consignment; you should be able to see exactly how much of each invoice has sold, how much is still on the retailer's shelf, and how much was returned or destroyed — without emailing anyone. The vendor view shows your own invoices across every retailer you consign to, with the same received / sold / remaining detail the retailer sees.

That turns a guessing game into a restock decision. A vendor watching an invoice go from Partial toward Closed knows a store is selling through and it's time to send more. A vendor seeing units sitting in Remaining for weeks knows to ask about placement or pricing before more product ships. It's the same data both sides are working from, which is what keeps the consignment relationship from breaking down at "your numbers don't match mine."

The reconciliation PDF

The Export PDF button in the top right produces an audit-ready reconciliation document: an invoice-by-invoice summary with the same received / sold / returned / destroyed / remaining columns, a per-package appendix behind each invoice, and any unexplained units clearly flagged. The numbers on the PDF are the exact numbers on your screen — the page and the export are generated from the same source, so they can't drift. Hand it to an examiner, attach it to a compliance file, or send it to your bookkeeper.

How the numbers get there

You don't do anything to feed this tab. As product moves, the platform is already matching every POS sale back to its Metrc package tag, watching your Metrc inventory snapshots, and pulling waste and destruction from the compliance record. The Invoice Payoff tab simply rolls all of that up to the invoice each package arrived on. The only thing you do is receive deliveries as Consignment at the dock — everything downstream is automatic. For the receiving flow, see How to Receive a Cannabis Consignment Order.

Consignment you can prove, unit by unit. Let's talk.

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