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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"

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

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

    Ui step

     Finally, click on Save.

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    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. 

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