If you cannot find the information you're looking for, please see the appropriate subsystem-specific section.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 appropriate subsystem-specific section.
· Changing the Bill-To or Ship-To Customer on an Order
· Changing an Address on an Order
· Creating a One-Time Address on an Order
· Viewing Order Address History
· Changing the Employer on an Order
o Video Demo: Changing the Employer on an Order
· Locking in Foreign Currency on an Order
· Printing an Acknowledgement Letter
· Printing a Confirmation Letter
· Cancelling/Refunding an Order
· Working with Payment Schedules
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
o Reviewing Payment Schedule Balances and Transactions
§ Reviewing a Payment Schedule Balance Summary
§ Reviewing a Payment Schedule Transactions
· Manually Changing the Order Line Status