Overview
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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 Account Payable Settings.
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 4 ways, making sure to separate the information with a semicolon:PO number only. Can be entered as P000171 or 0171.
PO number and Vendor Invoice number. Example. PO #;Invoice # (Invoice # can be alphanumeric)
PO number, Vendor Invoice Number, and Invoice Total. Example: P0 #;Invoice #;Total Amount
PO number and Invoice Total. Example: P0 #;;Total Amount (Please be sure that a double semicolon separates the PO # and the Invoice Total, if no Invoice # is included.)
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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.
1) We send an email to the address specified on Vendor Invoices Via Email. The subject has the following structure:PO#;invoice#;total.
2) in case the file is successfully processed, it will be uploaded to the system.
3) The system will submit successful, warning or error messages to the addresses specified on Copy Responses to regarding the uploading process:
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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:
Create a new mail.
Add the company’s email address for vendor invoices as a recipient.
Fill out the subject line with any of these formats:
P PO Number;Vendor Invoice Number;Invoice Total. Example: P P002323;IN2323;19.50
P PO Number;Invoice Total. Example: P P002323;;19.50
Attach the invoice(s) as PDFs. If you attach more than one file, the system will merge them into one file.
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.
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Invoices for approved purchase orders will not be processed. |
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The system will add the invoice with the total sent in the subject line, even if the total in the PDF is different. |
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| title | How to Upload a Vendor Invoice Manually? |
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