Require payments on outstanding or overdue invoices for new orders

When placing new orders, you can require a retailer to make a full or partial payment on any outstanding or overdue invoices before that order can be delivered. This helps you reduce AR exposure and ensure sustainable collection practices.

For these selected invoices, retailers can make pre-payments using Nabis BillPay or pay via cash or check upon delivery. Should a retailer fail to pay for the required invoices by time of delivery, the order will be rejected. Brands are subject to applicable fees for these rejections.

Add payment requirements#

1. When creating a new order, you can add payment requirements by toggling on Require payment on other invoices.

2. A modal will appear outlining the brand's responsibilities should a retailer fail to pay the specified balance. If you agree with the terms, you can Proceed to select invoices.

3. Select the invoices you wish to require by checking the box on the applicable row. You can search by order number, or filter to only show overdue invoices.

   By default, selected invoices will require the full remaining balance to be paid. You can optionally require a partial payment on an invoice by clicking Require partial.

Require partial payments#

You can require a partial payment on any invoice. Consider this option when a retailer is unable to pay a large balance in full. Partial payment requirements allow you to reduce your accounts receivable (AR) exposure incrementally through a series of smaller orders.

When you select Require partial for an outstanding invoice, enter the total amount that must be paid on the invoice before the new order can be delivered. This amount is based on the original invoice total—not its current outstanding balance. This approach accounts for payments made at different times and for multiple orders that may have payment requirements tied to the same invoice.

Edit requirements#

At any point in the order's lifecycle prior to delivery, you can remove payment requirements from an order. You cannot add additional requirements, or replace requirements even if the total balance to be collected is the same.

To edit a payment requirement, follow these steps:

1. On the Orders page, find the order row and press the More actions icon.
2. Click Edit payment requirements.
3. Edit the required invoices using the same steps as listed above.