Summary / TL:DR: This article will help you understand the invoices and payments screen
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Trans. Date | Date of the transaction. |
Trans. Nbr | Order number of debit number of the transaction. |
Applied to | The order number or debit number the transaction was applied to. |
Source | The system name the transaction is associated with.
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Billing Org. Office | The affiliate associated with the transaction. |
Trans. Type | The type of transaction.
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Installment Billing Code | Displays the Installment Billing Code Code used as a method of deferring a customer's payment of an invoice over a period of time.The invoice amount is divided among several bills, making it easier for the customer to pay--and presumably order. |
Transaction Status Description | The status of the transaction. |
Total Amt. | The amount debited/credited. |
Remaining Amt. | The amount remaining that has not been paid/credited. |
Source Reference | For subscriptions and AMB items, the publication code or item number associated with the transaction. |
Currency | The currency the order was billed in. |
Payment Code | The type of credit card used for the transaction. |
Payment Nbr | The credit card number used for the transaction. This field is masked to only display the last 4 digits. If the payment is by check, the check number will display here. |
Credit or Debit | Shows if the transaction was a debit or credit. |
Posted | Displays if the transaction has been posted. |
Debit Paid | Displays a Y if the debit is fully paid. N if not fully paid. |
Debit Sequence Number | Displays the sequences associated with installment billing. |
Due Date | The date the payment is due. This is primarily used for when payments are spread out with installment billing. |
Payment Type | The type of payment used. CC = Credit Card. CK = Check. |
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Screen Size Orientation
The Invoices & Payments screen allows for uses to click and drag the screen as needed for display.
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Searching in Invoices & Payments
Invoices & Payments is a Hide and Seek screen - meaning that once you perform a search, the screen will have a top and bottom display and if you click Search on the screen, the search options will display again.
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Preferences
Preferences and defaults can be set for the bottom half of the screen. Click Preferences in the lower left corner of the screen and the Tab Options dialog box will appear. You can deselect unnecessary tabs. It is recommended to uncheck DD Transactions, Invoiced Issues and Page Numbers for US affiliates. Click OK to save changes, note that the changes will not be made until you log out and back in to Advantage. These tabs can be re-added at any time using the Preferences button.
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Once preferences and defaults are set, it will always be defaulted at this screen until you change it. |
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Tabs
Several tabs are used on the Customer A/R screen. These are detailed below:
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Status of the refund can be determined in the CC transactions tab at the bottom half of the screen. For more on refund status, go here.
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Wrap upYou should now have an understanding of the invoices and payments screen. |
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