This article will show you how to place a customer order on installment billing, in Advantage.
For more on Installment Billing go here.
3 min read
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How to Place an Order with Installment Billing
From the Customer Service ribbon, navigate to Order Entry
Click Add Order
As required, complete the following fields:
Bill to Customer | The customer number associated with the payment method or the customer ordering. |
Address Code | The address code associated with the billing account number. |
Ship-to Customer | The customer number associated with the fulfillment of the order. |
Ship-to Address Code | The address code associated with the shipping account number. |
Promotion Code | Prompt the customer for the promotion code included with the offer they saw. |
4. Select one of the following options…
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Remove Customer Number in the Default Ship-to Customer and enter the customer number for the shipping address |
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Remove ADDR-01 in the Default Ship-to Address Code and select the correct address code. Note the address must first be added to the account to be an available selection. Go here for instructions on adding a secondary address. |
5. Hit Continue
6. The Billing Currency should be defaulted, make changes if necessary
7. Hit Continue
8. As required, complete the following fields:
Item Number | Use the drop down to select the item number. |
Promotion Code | Use the drop down to select the pricing and term choice. |
Quantity Ordered | Based on the choice selected, this should default to 1. If not, enter 1. |
9. Click Add Line Item
10. Highlight the valid promotion choice and click Select
11. If the customer is ordering multiple items, repeat steps 8-10, when completed adding items hit Esc to continue to the Shipping Charges phase
12. Shipping Charges are not common and are calculated by the choice, if necessary, you can make changes to the shipping charge here
13. Hit Continue
14. Under Payment complete the following fields:
Payment Type | Select the payment type the customer will be using | |||||
Installment Billing | Make sure this box is checked and then select the correct installment billing code from the drop down box:
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15. Click Add Card to open up the secure payment entry dialog box, and complete the following:
Card Type | Select the card type from the list. |
Card Number | Enter the card number. |
Expiration Month | Enter the card's expiration month. |
Expiration Year | Enter the card's expiration year. |
Security Code | Enter the card's security (CVV) code. |
Save Card | Choose whether to add the card to keep on file for future payments: No - Will not keep a record of the card being used for the current purchase. |
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16. Click Confirm
17. Click Submit Order
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Wrap upYou should now know how to place a customer order on installment billing, in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |