Use these instructions when a customer payment has been declined and the order is in proforma status.

2 min read

Note:

These instructions require you to have a control group open.

How to Activate a Proforma Order

From the Customer Service ribbon, navigate to Customer Activity
Select the product you want to update
Select Activate Pro Forma Order (this option is also available via the right click menu)
The Payments Dialog box will appear:
Clicking Add Card will open up the secure payment entry dialog box, complete the following:

Card Type	Select the card type from the list
Card Number	Enter the card number
Expiration Month	Enter the expiration month
Expiration Year	Enter the expiration year
Security Code	Enter the card’s security (CVV) code
Save Card	Choose whether to save the card for future payments: Yes - Will keep the card on file for future purchases No - Will not keep a record of the card being used for the current purchase

6. Click Confirm

7. Click OK

8. A dialog box will appear noting the pro forma has been activated

9. Click OK

Note

If the customer is on automatic delivery, ensure that the card on file is updated as well.

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