Overview

Instructions

To upload the invoices belonging to each of the POs you need to follow these instructions:

1. Log in with your user name and password directly on www.kometsales.com
2. Access the Purchase Orders > Purchase Order Summary tab.
3. Use the filters to find the PO you want to upload the invoice for. Remember that if the importer has not approved it, this will not show on your account. 
4. Once you find the PO go to the "Invoice" column, there you will find the link "Upload". Click on the mentioned link so that you can load the invoice.
   

   

• A window will pop up, with two different options to upload the invoice:

1. Drag the file towards the window and drop it on the field "Drag your file here". 
2. Click on the button Select file.

• Bear in mind that the file has to be in PDF format.

1. Enter the invoice number in the Invoice Number field.
2. Click on Save

   
   

When vendors upload the invoice to the system, it should be approved by the users in charge of transferring invoices to the Accounting System integrated with Komet. The two filters to complete approval process are: Approval by Procurement and Approval by Accounting/Administrator. Once it is approved by the Accounting user or Administrator, the system will show Payment Approved status. When the invoice is Payment Approved you can synchronized with the Accounting System integrated. For more information you can refer to article Workflow to Approve Vendor Invoices.

How to Replace/Change an Invoice

In case there are errors in the uploaded invoice, the system allows you to replace it with another one :

• Go to Purchase Orders > PO Summary locate the PO that you need to replace the invoice for.

• Under the Invoice column click on the Upload link

• Upload the file as it was explained previously and click on Save.

Once you save the changes, the system will delete the old uploaded invoice and will keep the new one.