- Review the order details.
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.
Getting Here: Click Accounts > search for an account > Statements & Invoices > Orders tab
| Create a New Order – Create a new order for the account to bill the customer for immediately or on the next billing date. |
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.
Note: This selection only applies to this order and is only applicable if the order is invoiced immediately.
Information entered here is available for display on the statement. Customers will see this information on any statements configured to use a statement template that displays this field.
At the top of the screen, you will see information about your company's selections for the following system settings:
Yes, immediately produce an invoice on this account for this order.
If you select this option, then depending on your system settings, Aria will immediately collect a payment from the customer for the order, send a statement containing the order to the customer, or cancel the order if the attempt to collect the payment fails.
The customer is billed for the order immediately or on the next billing date, depending on your selection and your system settings.