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Viewing Account Information

After an order is invoiced, you can view an order's account information on the Enter and edit orders window's Account Info tab. The Account Info tab displays a running, itemized transaction log for an order or invoice, such as fees charged, payments received, adjustments, and canceled items. Individual lines display for each transaction and include payment amounts.

For each transaction line, the Account Info tab displays the date, the transaction number, the transaction type, a description of the transaction, the transaction amount, and any applicable credit card information.

The Enter and edit orders window's Account Info tab is disabled until an order is invoiced. Once you invoice an order, the Account Info tab enables. Invoiced orders cannot be edited on the Enter and edit orders window.

Note: Prepayments generate transaction records even though the Account Info tab is inaccessible until an order is invoiced.

In This Section

Enter and edit orders window - Account Info tab

To view account information

See Also

Order Entry

Overview

Entering Orders

Entering Order Details Tab Information

Entering 'Ship to' Customer Information

Entering Payments

Ordering Upsell, Cross-sell, and Replacement Items

Ordering Products from Multiple Warehouses

Entering Detailed Product Information

Viewing Publication Details

Finding Orders

Editing Orders

Canceling Orders

Editing Payment Types

Applying Credit Balances as Payment

Entering Credit Memo Orders

Entering Debit Memo Orders

Printing Order-Specific Reports

Accessing the Orders Module from Customer Portfolio

Viewing Order Activities

Adding New Customers during Order Entry


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