Summary / TL:DR: This article will help you understand the invoices and payments screen in Advantage.
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This is a review of the Invoices & Payment Screen. This screen displays all monetary transactions associated with orders and modifications. There is a condensed view of this screen from the Customer Activity screen that displays transactions as they relate to the selected term. The Invoices & Payments is used generally for identifying transactions and for complicated transaction details. For more on the Invoices & Payments from the Customer Activity screen, go here. This screen is accessed through the Invoices/Payments icon.
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These are the recommended customized columns for this screen. There are more columns available. |
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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These are the recommended customized columns from this screen. There are more columns available. |
Invoice | The invoice number associated with the order. |
Sequence | Identifies the position of a single application record within a set of application records. |
Credit Voucher | A unique identification number assigned to the credit by the system. |
Credit Amount | Shows if there is a credit on the account. |
Direct Debit
Displays the direct debit details associated with the currently selected order.
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These are the recommended customized columns from this screen. There are more columns available. |
Control Group Date | The date the control group was created. |
Order Control Group ID | The group ID associated with the order. |
Credit Voucher | Shows whether a credit voucher is available on the order. |
Direct Debit Rec Type | The type of Direct Debit record. |
DD Trans Status | The status of the direct debit transaction. |
Transaction Status Description | Full details of the direct debit transaction. |
Direct Debit ID | The direct debit ID associated with the order. |
CC Transactions
Displays a history of the credit card transactions associated with an order.
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These are the recommended customized columns from this screen. There are more columns available. |
Order Number | Order number associated with the transaction. |
Voucher Number | The debit number the transaction was applied to. |
Card Transaction Type Description | Type of transaction.
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Card Transaction Type Description | Description of the card transaction type.
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Status Icon | Displays icon for status of the transaction.
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Transaction Status Description | Displays the description of the transaction status. |
Credit Card Type Description | Credit card type used for transaction.
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Credit Card Number | Displays last 4 digits of the credit card used for the transaction. |
Control Group Date | Date of the control group from when the transaction was made. |
Order Control Group ID | Identifies the control group the transaction was performed in. |
Cr Card Account | Identifies the credit card processor used for the transaction. For domestic, this is Litle/Vantiv. |
Descriptor 1 | Shows the descriptor the customer should see on their statement. |
Descriptor 2 | Shows the phone number the customer should see on their statement. |
Identifying Transactions
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Not all transactions will be grouped together. Based on column sorting and other transactions, it is possible that customers place more than one order in a day which would cause the lines to not directly match up. |
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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 in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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