OVERVIEW
This SOP outlines the functionality and usage of the Must Pay Prior Balance feature in the brand-facing Nabis Application, with a focus on the newly introduced Must Pay Partial Invoice option. This tool allows brands to require full or partial payment of prior invoices before a new order can be delivered.
⚠️ KEY NOTE
Brands can now designate outstanding invoices (delivered but unpaid) in addition to overdue invoices (past due based on net terms). However, retailers will only be required to pay overdue invoices during the checkout process on the Nabis Marketplace.
PROCEDURE
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Access the Must Pay Prior Balance Toggle
Navigate to the order form in the Nabis Application.
Toggle the “Must pay previous overdue balance prior to delivery” button.
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DESIGNATE SPECIFIC INVOICES
After toggling, a pop-up will appear allowing you to select specific invoices.
Under the invoice amount, click “Require partial”.
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SET PARTIAL PAYMENT AMOUNT
Once you click “Require partial,” input the amount you require the retailer to pay before the new delivery.
Retailers must meet or exceed this threshold to receive the delivery.
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EDIT MUST PAY REQUIREMENTS VIA ORDERS PAGE
Go to the Orders page.
Locate the “Total” column and click the dropdown arrow.
A window will appear—click the red text next to “Req. overdue invoices” to edit the Must Pay setting.
PERMISSIONS
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Who Can Assign Requirements:
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Any brand or sales org member (user, manager, admin)
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Who Can Remove Requirements:
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Brand admins or managers (via order form)
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Sales org managers/admins (for sub-brands)
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RETAILER EXPERIENCE
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Retailers with Must Pay requirements cannot receive new deliveries without meeting the payment requirement.
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These payments apply only to overdue invoices.
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Retailers can still receive:
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Orders from other brands without Must Pay requirements
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Orders from the same brand where no payment requirement is set
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Retailers should contact their brand partner to adjust or lift the requirement.
MUST PAY PREVIOUS BALANCE TOOL - VIDEO GUIDE