TABLE OF CONTENTS

ORDERS

•   Which orders will I see?

•   Invoices, manifests & COAs

•   Filters & change log

•   Seeing upcoming orders

•       MPPB (Must Pay Prior Balance)

PAYABLES

•   Paying one account at a time

•   Adding a bank account & paying

•   Scheduling payments
•   Payment Processing time

•   Making a partial payment

•   Columns & filters

•   "Nearly complete" invoices

•   Your balance totals

•   Viewing past payments
•   Pre-Payments

USERS & PERMISSIONS

•   How location access works

•   Permissions available

•   Who can enable invoice payments

•   Managing multiple locations

ORDERS

Which orders will I see on the Orders page?

You’ll see orders for every location you have access to. Access is set per user, so if you manage three of four locations, you’ll see orders for those three. Please see the Permissions section for more detail.

Filters & change log

At the top right, you can filter by order number, payment status, PO, delivery, brand, order source, license, and location. Each order also includes a changelog.

Seeing upcoming orders

Filter by scheduled delivery to see what’s coming up. You can also download a CSV to review orders and their statuses.

MPPB (Must Pay Prior Balance)

The advisory sign next to the delivery status name indicates an order has a past due amount that is required to be paid upon delivery.

Invoices, manifests & COAs

You can download the manifest which will show the invoice line item, and the COA of each SKU on the portal.

PAYABLES

Paying one account at a time

You can select only one account at a time to pay invoices.

Adding a bank account & paying
Press Make Payment. You’ll be prompted to add a bank account; once it’s added, submit your payment and accept the disclaimer. Nabis cannot see your bank account information, only the last four digits and the bank name.

Scheduling payments
Yes. You can schedule payments, including well ahead of the due date.

Payment Processing time
The order(s) that are being paid will show up immediately on the Nabis site as processing for instant payment confirmation, and will be marked in 2-3 business days as paid, once funds are received in our bank account. 

Making a partial payment
Adjust the amount and click the blue box to add a required comment explaining the change. The payment button stays inactive until you add the note. If you’re making multiple partial payments, please add a separate note for each.

Columns & filters
Use the gear to choose your columns and filter your invoices by payment status, brand, due date, and balance due.

“Nearly complete” invoices
It marks an invoice that’s 80% or more paid — a helpful cue that it’s nearly settled.
 

What do the Overdue, Outstanding, and Upcoming totals show?

They show your combined balances across all locations you have access to. Use the buttons to filter the table by overdue, outstanding, or upcoming.
 

Viewing past payments

Your transactions appear on the Past Payments page in the left sidebar.

Pre-Payments
Within the payables page, you can see orders that have a light blue “Upcoming” notated under the Balance Due column; that means they are scheduled orders that you can pay like any order. Click the checkbox on the left, hit make payment, and then you are done. Payment processes just like any other order.