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Overview

Billing can be a difficult task when it comes to handling many customers and orders every day. Komet Sales has a couple of options to help you create and send invoices to your customers automatically. 

Automatic Billing Options

Use the automatic billing process to invoice those customers with Prebooks and Standing Orders that are ready to be delivered. You can set the system to automatically create those invoices once items are confirmed to the Inventory or during the inbound scanning process. 

Conditions for Automatic Billing

The automatic billing will invoice any boxes from Prebook or Standing Orders that meet the following criteria:

  1. The items to invoice must be linked to a Standing Order or Prebook.
  2. Customer is NOT on credit hold.
  3. Customer is NOT over their credit limit.
  4. The truck date is NOT in the past. You can configure a set number of days that can be used as a backup (e.g.: by using 1 day the system will still invoice items that were received today but were supposed to ship yesterday).
  5. The inventory type is NOT "M" (Open Market).The customer type is NOT Future Sales.

Other Options

 

Information

When a prebook has been manually allocated the system will validate which of the boxes are pending to be billed. This way when the product arrives and it gets confirmed from the Staging Area to Inventory, the system will only invoice the pending items and the rest of them will be released to open market.

If a prebook has an item at $0.00 the system will invoice it using the suggested sales price (landed cost plus the company's GPM).

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