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Overview

Excerpt

Komet allows you to know if a customer with Pre-payment terms has paid or not

the

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

>

 > Go to the Actions column and click on

Edit

 Edit.

Ui step
Look

 Look for the field "Terms" and select

the

the Pre-payment

or 

, 1% Prepay

to

or PIA (Payment in Advance) within the customer account. 

Finally click on Save.
Image Removed
Then, go to Shipping > Order Summary>

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

with Pre-payment

terms

 terms. Add the column "Payment Status"

from

 from the gear settings

to your

on your Order Summary

screen

 screen.

Image Removed
Ui step

Once you add

the

the Payment Status

column

 column and search for the orders of the customer with Pre-

payment or 1% Prepay and you will see a symbol

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.

 

Image Removed
Ui step
For

 For those cases

that

where you void an invoice, the system will not display any icon because an invoice

voided

that was voided cannot be paid and will not be pending for payment. 

Image Removed

Image Added

 

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