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Overview
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Confirm orders is one of the last steps in invoices management. This article explains how to do it. |
Instructions
In order to confirm the order, click on the Confirm button within the Add Order screen.
The system will display a Confirm pop up window for you to choose if you want to Send invoice via e-mail or Create a new Order. If you select "Send via E-mail", the system will send the confirmed invoice to the customer. If you select the "Create a new Order" option, the system will refresh the screen for you to be able to enter a new invoice order.
Once the order is confirmed, the system will ask you for sending the invoice by email or create a new order. If you want to print or email before confirming the invoice, just click on the Print or Email buttons in the Actions column from the Order Summary Screen.
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Other options
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When the setting Ask setting Ask Payment Upon Confirmation is Confirmation is enabled, the system will ask the user to enter the payment information and automatically apply the payment. Please consider that the Amount Received, Order Amount and Change are fields only for information purposes in order to help the user to know how much is the change for the customer. Image Modified Skip the Payment and registerSalespersons will be able to avoid the payment by clicking on the Skip the Payment gray button. If you click on Skip Payment the system will ask you to enter a Sales Manager or Admin password to continue. The system also allows changing the Payment Terms. Click on Skip Payment once you finish. Image Modified The system will identify this order on the Payment History screen, letting the user know who authorized the non-payment when the order was confirmed. Image Modified
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To confirm several orders at once, go to the Order Summary, select the desired orders and click on the Confirm Order gray button. Image Modified |
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The system allows warning users when confirming invoices which contain products with zero price. This warning message works either if you are confirming a single invoice or multiples at once.
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The system allows you to reconfirm orders. Once you do that, a confirmation message will appear informing you that some of the orders are already confirmed and asking you if you want to reprint the orders already confirmed. If you want to reprint the orders, write PRINT in the blank field and click on Yes, Print button. Image Modified |
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To confirm orders from the Order Summary, click on the details icon in the Actions column for a given order and click on the Confirm Order green button. (Click on the image to see the detail).
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