Overview
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For an easier communication Komet Sales allows vendor to upload the invoices for each of the POs shipped to the importer. This file can be downloaded by the importer directly from their account. |
Instructions
To upload the invoices belonging to each of the POs you need to follow these instructions:
Log in with your user name and password directly on www.kometsales.com
Access the Purchase Orders > Purchase Order Summary tab.
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.
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:
Drag the file towards the window and drop it on the field "Drag your file here".
Click on the button Select file.
Bear in mind that the file has to be in PDF format.
Enter the invoice number and the total amount for your invoice in the corresponding fields.
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 your Accounting System. For more information you can refer to article Workflow to Approve Vendor Invoices.
Vendor invoice does not match purchase order
When uploading an invoice with a total amount that does not match with the total amount in the Komet purchase order the system will show an informative message about it and you will have the options to upload or not.
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.
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