Versions Compared

Old Version 13

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Andres Toledo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

Excerpt

Komet users have a fast way to upload vendor invoices into Komet by just sending the invoices attachment via email.

 

Komet users have a fast way to upload vendor invoices into Komet by just sending the invoices attachment via email and the system will upload them automatically. To enable this option please refer to Receive Vendor Invoices Via Email .

The users should take into account the information below before sending the email:

The Komet user should enter the email subject line using any of the following 2 ways, making sure to separate the information with a semicolon:
PO number, Vendor Invoice Number, and Invoice Total. Example:  PPO#;Invoice #;Total Amount
P002323;IN2323;19
PO number and Invoice Total. Example: P PO#;;Total Amount (Please be sure that a double semicolon separates the PO # and the Invoice Total, if no Invoice # is included.)
P002323;19
Tip
titleTip
  • The invoice attachments must be sent in a PDF file format. Any other file format that is not PDF will be discarded.
  • The PO # must be prafaced with a P in the subject line.
  • If there is more than one PDF file attached, the files will be merged into a single PDF.
  • Purchase Orders that have been already Approved will not be processed.

 

Info
titleInformation
  • If the PO total does not match the Invoice total sent in the email, the invoice will be upload anyway with the total sent.
  • If you sent an email with a new invoice attached, the previous invoice will be overwritten.
  • The users that can employ this option are the Vendor and Company users.

E.g.

Ui steps
sizesmall
Ui stepWe send an email to the address specified on . The subject has the following structure:PO#;invoice#;total. Ui step

 In case the file is successfully processed, it will be uploaded to the system.

Ui stepThe system will submit successful, warning or error messages to the addresses specified on  regarding the uploading process: Panel
titleRelated Articles
 

Vendor and Company users can upload vendor invoices into Komet Sales by sending them as an email attachment.

To send invoices via email, do the following instructions:

  1. Create a new mail.

  2. Add the company’s email address for vendor invoices as a recipient.

  3. Fill out the subject line with any of these formats:

    1. P PO Number;Vendor Invoice Number;Invoice Total. Example: P P002323;IN2323;19.50

    2. P PO Number;Invoice Total. Example: P P002323;;19.50

  4. Attach the invoice(s) as PDFs. If you attach more than one file, the system will merge them into one file.

  5. Send the mail.

If the process is successful, the system will add the invoice and the total amount in the subject line to the order in Komet Sales, and notify you and the addresses specified by the company via email about the result.

Info

Invoices for approved purchase orders will not be processed.

Info

The system will add the invoice with the total sent in the subject line, even if the total in the PDF is different.

Back to top

Image Added
Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "upload-invoices" , "vendor-invoices" )
labelsvendor-invoices upload-invoices
Info
titleHow to Upload a Vendor Invoice Manually?
To Upload a vendor invoice manually, please refer to Upload Vendor Invoices to Komet Sales.