Cofactr's Discover plan currently offers a single purchasing option called Ship as a Kit. When making a purchase using Ship as a Kit, you will be given an upfront price that includes the parts, applicable kitting and other Cofactr fees, and shipping for the complete kit from Cofactr to you. When the complete kit ships from Cofactr to you, you will be charged the price you were quoted upfront, plus any applicable sales tax and credit card convenience fees.

See the Payment Options section for more info on how we accept payment.

For Build and Scale plans, Cofactr subscription charges are aligned to calendar months.

Custom plans may have a different billing schedule specified in your contract.

You will be charged at the start of each month for that month's subscription as well as any additional usage from the previous month that goes beyond what's included in your subscription.

You will be charged at the start of your subscription and each anniversary for that year's subscription.

You will be charged at the end of each month for any additional usage from that month that goes beyond what's included in your subscription.

Kitting and storage services that go beyond what is included in your contract will be billed at the end of every month with your subscription charges.

For customers on the Cofactr Build plan, we will pre-pay shipping carriers (FedEx, UPS) for any shipping charges you incur via the Cofactr platform.

For customers on the Cofactr Scale plan, you have the option to provide your own shipping carrier account numbers, or we will pre-pay shipping carriers (FedEx, UPS) for any shipping charges you incur via the Cofactr platform.

You will be billed at the end of every month for any shipping costs you incurred in the previous month. This will be included in the same monthly bill as your subscription and kitting and storage service charges.

When making a purchase of parts using the Cofactr platform, regardless of whether you select Ship as a Kit or Store at Cofactr, you will be given an upfront price estimate. When each supplier ships parts from your order to Cofactr, you will be billed for those parts plus any related landed costs such as shipping, tariffs, purchase protection, and inspections.

Any applicable kitting and other Cofactr fees and/or shipping for complete kits from Cofactr to you will be billed separately along with your other monthly charges.

Cofactr's custom plan supports making purchases from suppliers using your custom pricing and/or existing trading relationship. When you configure a supplier to use your existing order API keys or PO process, you will be billed by that supplier directly under their normal terms and schedule.

Cofactr Order Agent is an additional, optional service that provides the convenience of a fully automated ordering and order management process for suppliers that don't support an ordering API. Service charges for Cofactr Order Agent will be included in your normal subscription bill. With Cofactr Order Agent, you will still be billed by that supplier directly under their normal terms and schedule.

Cofactr's Turnkey Ship as a Kit service is best for one-time purchases of a single BOM or group of related BOMs. If there are long-lead-time parts, storage, or customer-consigned inventory is required, or multiple kits will be released over an extended period, Cofactr's Turnkey Program service would apply.

You will be given an upfront quote that includes the parts, applicable kitting and other Cofactr fees, and shipping for the complete kit from Cofactr to you. When the complete kit ships from Cofactr to you, you will be charged the price you were quoted upfront, plus any applicable sales tax and credit card convenience fees.

Kitting, storage, & management services will be quoted in advance and billed at the end of each month for the prior month.

You have the option to provide your own shipping carrier account numbers, or we will pre-pay shipping carriers (FedEx, UPS) for any shipping charges you incur.

You will be billed at the end of every month for any shipping costs you incurred in the previous month. This will be included in the same monthly bill as your kitting and storage service charges.

You will be given an upfront quote for parts purchases. When each supplier ships parts from your order to Cofactr, you will be billed for those parts plus any related landed costs such as shipping, tariffs, purchase protection, and inspections.

Cofactr accepts credit card payments. A 3.5% convenience charge will automatically be applied by our payment processor.

You can link your bank account to Cofactr. We will automatically debit your account when bills are due. There is no charge for this payment method.

You can apply for a credit line here.

Once approved, invoices will be sent to your provided AP email address, and you can pay via ACH, wire transfer, and/or paper check through your own AP process. If your open balance exceeds your approved credit limit, you will not be able to place orders using the Cofactr platform until you make a payment against your account.

When placing an order via the Cofactr platform or with Turnkey Services, you can provide a PO number. This PO number will automatically be included on all invoices related to that order. Additionally, shipments related to a Ship as a Kit order will include your provided PO number on the packing slip. Unless you are using Turnkey Services, Cofactr cannot accept POs via email, only via the Cofactr platform.

If you would like to have a blanket purchase order applied to all invoices from Cofactr, please contact Cofactr Support. We can accept one PO number for invoices related to Subscriptions and Kitting & Storage Services and a separate PO number for invoices related to parts purchases or a single PO number for both. If you specify a PO number for a given parts purchase via the Cofactr platform, that PO number will be used instead of the blanket PO number

Using the Billing app in the Cofactr platform, you can conveniently manage:

Cofactr offers two groups of accounting system integrations to help streamline your financial processes and eliminate manual data entry.

PO Sync is currently available in Cofactr Custom plans for Netsuite and Microsoft Dynamics, with other ERP and P2P integrations on the way. With PO Sync, parts orders placed through Cofactr will have associated POs generated in your accounting system. Order updates, such as expected delivery dates, etc will also automatically update the associated PO record. PO numbers generated by your system are automatically added to the related order records in Cofactr. Item records for each part will be added to your system as well. PO Sync is optimized for use with Distributor API & Managed Orders, although it can be used with Cofactr's standard 1-Click Pay ordering system as well.

Bill Sync is coming soon for Cofactr's Scale and Custom plans for Freshbooks, Netsuite, Quickbooks, Sage Intacct, Xero, Zoho Books, SAP S/4HANA, and Microsoft Dynamics, with other ERP and P2P integrations on the way.

With Bill Sync all invoices generated by Cofactr will automatically be entered as a vendor bill in your accounting system for you. All standard payment methods are still supported. You will have the option to map parts purchases, shipping, subscription charges, and other expense types to the appropriate accounts in your chart of accounts. All fully detailed invoice information will be tracked through to the associated record in your accounting system.

We have prepared a detailed article explaining how sales tax works with Cofact, which you can read here.