- Review the order details.
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Orders
Orders
Table of contents
Overview
The Orders screen displays a summary of all orders for the account. An order is a set of non-subscription offerings purchased by a customer. A customer can be billed for an order immediately or on the next billing date, depending on the selection made when the order was placed and your system settings. From the Orders screen, you can create a new order or view individual order details by clicking a specific order number.
Orders Screen Overview
Getting Here: Click Accounts > search for an account > Statements & Invoices > Orders tab
Create an Order
- Click the Create a New Order link.
- Select a Master Plan Instance from the dropdown menu.
- Enter the number of each item to be ordered in the Quantity field.
- Enter the price of each item that you want to sell to the customer at a different price in the Unit Price field.
Note: You can change the price of an item only if the item was set up with the option that allows CSRs to change the price and if you have the applicable user access.
- Enter any comments about the specific item in the Line Comments field.
- Enter any applicable CSR Comments about the order, which are for internal use only.
- Make a selection from the Alternate Statement Template drop-down.
Note: This selection only applies to this order and is only applicable if the order is invoiced immediately.
- Enter your own order ID number in the Client Order ID field to identify the order in your systems (optional).
- Enter a description into the Statement Message field.
Information entered here is available for display on the statement. Customers see this information on any statements configured to use a statement template that displays this field.
- Click Create Order.
At the top of the screen, you see information about your company's selections for the following system settings:
- Auto-Collect On Order Invoicing
If this is set to True and you select Yes, immediately produce an invoice on this account for this order below, then Aria automatically collects a payment from the customer for the order, if the customer uses an electronic form of payment. - Auto-Void Order On Electronic Collection Failure
If this is set to True and if Auto-Collect On Order Invoicing is set to True and the collection attempt fails, then Aria automatically voids the invoice for the order and cancels the order. - Auto-Send Statement On Order Invoicing
If this is set to True and you select Yes, immediately produce an invoice on this account for this order below, then Aria automatically includes the invoice on a statement, and then sends the statement to the customer.
- Select one of the following from the Invoice Immediately? field:
-
Use system default
If you select this option, the invoice is produced according the the Auto Bill Orders setting under Configuration settings. -
Yes, immediately produce an invoice on this account for this order.
If you select this option, then depending on your system settings, Aria immediately collects a payment from the customer for the order, sends a statement containing the order to the customer, or cancels the order if the attempt to collect the payment fails. - No
If you select this option, then the order is included on the invoice generated on the customer's next billing date. Check one of the following options:- Allow this order's line items to be reflected on the next regularly scheduled periodic invoice for this account. - This order will appear on the next invoice for the account.
- Allow this order to be created in pending state. - This order will be included on a pending invoice.
- Click Create Order.
The customer is billed for the order immediately or on the next billing date, depending on your selection and your system settings.
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