When you log in to Koho, at the top bar you will see a menu item of “Invoices”. Clicking this will take you to a table containing all invoices for your shipments. This invoice table is a list of all your shipment invoices, ordered by newest to oldest invoice. You can apply filters to find a specific invoice. You can also use the search to find a specific invoice. Clicking the invoice number will take you to the invoice. Clicking the shipment ID will take you to the shipment details page.
In your invoices section, you can filter by a range of statuses and dates, and export your data.
1-A. Filter by status: Draft, Credit Account, Outstanding, Paid, Partially Paid, Past Due, Dispute, Void, Active Adbills.
1-B. Filter by Shipment Date: Date Issued, or Due Date.
1-C. Filter by Date Range.
1-D. Export your data.
Click on an invoice you wish to view and/or pay. At the top of a shipment's invoice, you can see when the invoice was issued, it’s due date, total amount of the invoice, the remaining balance amount as well as the invoice amount status. Here you will also find the contact information for the "bill to" and "pay to" person(s) of that invoice. Below on the right, you will see the summary of your shipment charges with the total amount which is the invoice total. If an invoice note was added, you will see it displayed under the summary or charges. You will also be able to see the payment history for this invoice with the information of when a payment was made, the payment method used, the amount and if the payment was successful. On the left side is where you can find information about the shipment including a link to the shipment details as well as any important shipment documentation. This documents list is downloadable.
Koho recommends that you set up automatic payment for your invoices. Most credit levels require this for Koho to book your shipment. Though, there might be a time when you need to pay an invoice before it will be automatically paid or if you don’t have automatic payments turned on.
3. Click on "Pay Invoice" and complete the payment form.