Versions Compared

Old Version 3

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 allows you to know if a customer with Pre-payment terms

pay

has paid or not an invoice orders before

sending

shipping the products from warehouse.

When setting up the payment terms of a customer as Pre-payment or 1% Prepay, the system will show a warn warning sign in the Shipping tab to advice Shipping>Order Summary tab, advising the warehouse that the product should be paid before shipping. 

To set this Paymen Term option please follow the instructions below:

Ui steps
sizesmall
Ui step

Go

to

to Setup

> Customers > Look

 > Customers > Go to the Actions column and click on Edit.

Ui step

 Look for the field "Terms" and select the Pre-payment , 1% Prepay or PIA (Payment in Advance) within the customer account.

  • Select the Pre-payment or  1% Prepay to the customer. Finally click on Save. 

    •  

    Relevant Articles

    Panel

    Child pages (Children Display)

     

     

    Ui step

     Finally, click on Save.

    Image Added

     

    How does this option work in the system?

    Ui steps
    sizesmall
    Ui step

    Go to Shipping >> Order Summary>> Find an order of a customer with Pre-payment terms. Add the column "Payment Status" from the gear settings on your Order Summary screen.

    Ui step

    Once you add the Payment Status column and search for the orders of the customer with Pre-payment or 1% Prepay payment terms, you will see an icon within the Payment Status column for each order. If the order was paid, you will see a green check mark. If the order has not been paid, you will see a red warning sign.

    Ui step

     For those cases where you void an invoice, the system will not display any icon because an invoice that was voided cannot be paid and will not be pending for payment. 

    Image Added

     

    Panel
    titleRelated Articles

    Filter by label (Content by label)
    showLabelsfalse
    max10
    showSpacefalse
    cqllabel in ( "setup" , "customers" )
    labelscustomers, setup

    We've encountered an issue exporting this macro. Please try exporting this page again later.