Working with Orders

The following information contained in this section is NOT specific to a subsystem.

If you cannot find the information you're looking for, please see the subsystem specific section of the Help.

·            Performing a Quick Pay

·            Changing the Bill-To or Ship-To Customer on an Order

·            Locking in Foreign Currency on an Order

·            Viewing the Order Financial Analysis

·            Printing an Invoice

·            Printing an Acknowledgement Letter

·            Changing the Line Level Ship-To Address on an Order

·            Creating a One-Time Address on an Order

o           Adding Voter Information

·            Viewing Line Item Details

·            Viewing Address History

·            Working with Payment Schedules

o           Defining a Payment Schedule

o           Modifying a Payment Schedule

§            Adjusting an Order Line Price with a Payment Schedule

§            Changing the Payment Frequency on a Payment Schedule

§            Adding a Manual Scheduled Payment to a Payment Schedule

§            Deleting a Scheduled Payment from a Payment Schedule

§            Modifying a Scheduled Payment

o           Processing Automatic Payment Schedule Payments

§            Managing Credit Card Payments on a Payment Schedule

§            Managing Direct Debit Payments on a Payment Schedule

§            Managing Rejected Scheduled Payments

o           Processing Manual Payments, Transfers, and Refunds on a Payment Schedule

§            Applying a Manual Payment to a Payment Schedule

§            Making a Partial Payment on a Payment Schedule

§            Transferring a Scheduled Payment Receipt

§            Reversing a Scheduled Payment Receipt

§            Refunding a Scheduled Payment

§            Reversing a Payment Schedule Refund

·            Adding Comments to an Order

·            Manually Changing the Order Line Status