If
applicable, click Transfer Credit Balance to view any unapplied
receipts or credit balances for the bill-to customer and apply the amount(s)
available to the order. Only posted receipts will display.
Once a subscription product(s) has been added to the order and shipping information has been defined where necessary, a receipt for the order should be created.
To create a receipt for an order:
1. Access
the Step 3: Payment Information tab.
If a batch is not currently open, you are prompted to open a batch for
processing. Click “Yes” and select the batch from the list.
2. Click Create New Receipt.
If
applicable, click Transfer Credit Balance to view any unapplied
receipts or credit balances for the bill-to customer and apply the amount(s)
available to the order. Only posted receipts will display.
3. From
the Receipt Information section (highlighted below), enter the appropriate
information:
a. Select
the Receipt Type from the drop-down.
Available receipt type options are defined for the org unit of the logged
in user. For more information, please see Defining
Organization Unit Receipt Types and Cash Accounts.
b. Verify the Amount is correct.
c. Change
the Currency, if necessary.
Please note that changing the Currency may result in a change to the Amount.
d. If you selected “Check”, enter the Check Number.
e. If you selected “Check” or “Cash”, enter the PO Number.
f. Enter the Payor or click the link and search for a payor. The payor is the individual, customer, company, or committee who pays for the order, who may not necessarily be the customer.
You
can change the bill-to customer on the Step 2: Shipping Information tab
instead. This changes the Payor automatically.
g. Enter any Comments as necessary.
4. From
the Credit Card Information section (highlighted below), enter payment
information if a credit card was selected as the Receipt Type:
a. Verify that the appropriate credit card is selected as the Receipt Type in the Receipt Information section above.
Alternatively,
if credit card information is on file for the customer, click Retrieve
Credit Card of Record to automatically populated the appropriate information.
b. Enter the Credit Card number.
c. Enter the Issuer.
d. Enter the Security Number. This number is typically three digits and is located on the back of the credit card.
e. Select the Start Date and Expiration date from the drop-downs.
f. Enter the Authorization number.
g. Verify the Address on Credit Card is correct. If not, then modify it.
If
you would like to save the credit card information on record for future
use, click the Make this Credit Card of Record.
5. Click Save.