Page History

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• Payment Information
  Information here varies according to the method of payment.
  • Payment Method
    With PayPal, you can wait for the payment to clear before releasing the order.
    • PayPal and WorldPay
      PayPal is an online 'bank' that offers a payment transfer method that works with email accounts and allows customers to pay for their order against an account with funds held by PayPal, or against an established checking account, a debit card or a credit card. WorldPay works about the same.
    • Offline Payment (Receive Payment)
      Click on this link to the Order Manager's Receive Offline Payment(s) screen.
      
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    • Invoice
      If the order is billed to a customer, the Invoice Number will appear in the payment information section.
    • Credit Card
      Credit card information is entered here.
    • EFT
      Electronic Funds Transfer information.
  • Invoices
    Click on the Invoice Number and you are taken to the Accounting Manager - Invoices, with details of the invoice.
    • Multiple invoices
      There can be multiple invoices associated with an order. This is especially true when the order is split into multiple shipments; there will typically be one invoice per shipment.
    • What triggers an Invoice?
      In the default flow in OFBiz, the creation of invoices is triggered for the items in a shipment when that shipment goes into the 'Packed' status.
• Contact Information
  • Name
    Click on the ID # to be taken to the Party Manager - Profile page in a separate window.
  • Order Contact Mechanisms
    All contact information associated with the order is listed here. Each item shows how it is related to the order; for example: billing address, shipping address, billing phone number, primary email address, etc.
    • When contact is e-mail ...
      If e-mail, click on the Send E-mail link to send a message.

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