Accounting Integrations: Order Invoicing in OMS

Accounting Integrations: Order Invoicing in OMS

Overview 

Custom-Gateway now offers the ability to invoice via our OMS platform for users with an active OMS license. Invoicing can be generated on a per-company level and requires a bit of setup on the retailer side. 

(Please Note: Users with a free OMS Lite Subscription do not have access to this feature.)

Users must setup accurate cost pricing, shipping and tax rates against the product before hand. This allows our platform to generate the correct invoicing and details per product. For assistance on setting up the pricing on a product, please refer to our knowledge-base article here. Different retailers can have different cost prices, so it's important to make sure this is setup before-hand.


Setup

Once the ecommerce data has been added, we can setup and enable the Accounting Integration via the Dropship companies. You can view all your active Dropships via CPP or OMS here. After finding your preferred Dropship company, click into the Info icon to see more details about the company. The Info icon can be found towards the far-right of the company list.

Navigate to the Accounting tab and enter in the information required. (Please Note: Some fields may not be required depending on your country).

Once the necessary Accounting information is populated, navigate to the Accounting Integrations tab via the left-panel. The integration we're looking for is called PDF Emailer.
Make sure the Enabled checkbox is selected. If you choose to Include Orders with Errors it will invoice all orders regardless if there's an error.

The Starting From date is when the integration will pick up it's first invoice or when the integration starts.

Use the Email BCC field to add the email addresses of the recipient of the invoice and the sender. These need to be comma separated with no space.

Lastly, the Invoice Schedule allows you to choose how often you want the invoice to run/send. Additionally, you can also set it to default to a certain time of day via the Next Invoice field. If you don't set a time it will automatically send in the next hour and then it will default to Sunday at Midnight.

 

If you want to review which orders in the system are being invoiced, you can search for them via the filter section in OMS. Click on Order Manager then select Advanced Settings via the left-panel.

Select Invoiced checkbox then hit search. OMS will then only display orders with invoices enabled. 

* Invoice number is controlled by the Admin Company. Every company under the admin company shares one single individual source for invoice numbers. They will be sequential and cannot be changed.*


Updated Accounting Integration Features

At KornitX we have continued to develop updates for variants and this is due to the fact we pride ourselves on constant evolution and the release of new features and enhancements every week. We have detailed each new enhancement below. If you are interested in knowing what features arrive, they will be continually updated within the "Core Platform Feature Updates" Article - CLICK HERE

Accounting Integration PDF Emailer Now Ignores Order "On Hold"
This was added on 22-09-2021
Our Accounting Integrations for PDF Emailed now ignore orders that are set to on hold, this is a preset option so there is no need to enable this within the company settings

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