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How do I set up automatic billing on PivoHub?

Order management and invoicing used to be a tedious task. Today, it's possible to automate the process from A to Z with PivoHub. If you want to lighten your administrative workload, here's how.

Activate automatic order acceptance

In the “Retailer groups” tab, select the “All” group. Enter a minimum number of items and a minimum value per order. Then select “Accept automatically” under “Automatic order acceptance”. Once activated, all orders respecting the minimum value and quantity will be automatically accepted, without manual intervention.

If you prefer to retain more control over certain groups, for example your “Payers at Risk” group, you can re-enable manual acceptance by modifying the acceptance setting for this group only. By default, your groups will have the same settings as the “All” group, unless you specify otherwise.

Enable automatic invoicing after order acceptance

From the “All” group, select “Invoice automatically when accepted” under “Automatic invoicing”. This feature allows the invoice to be issued when the order reaches “accepted” status. A notification will automatically be sent to the buyer, inviting him to view the invoice.

If you are working with a distributor with recurring delivery cycles, for example every two weeks on Thursdays, the expected date of the next delivery will be used to calculate the invoice due date. Thus, if the order is accepted on Wednesday May 12 and the next delivery is scheduled for Thursday May 20, the invoice will be due 30 days after delivery, i.e. on June 19.

If the expected date is unknown, the due date will be calculated on the basis of the order acceptance date.

Result

Once you've made these two changes, orders placed by your buyers will be automatically accepted if they meet your minimum criteria, and the invoice will be issued at the same time. Ultimately, this gives you more time to develop good relationships and produce quality products.

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