Placing an Order with Installment Billing
- David Haskell (Unlicensed)
- Unique Brown
- Tony Browne
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
Note
These instructions require you to have a control group open.
How to Place an Order with Installment Billing
From the Customer Service ribbon, navigate to Order Entry with NEW FST set as the script
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…
5. Hit ENTER
6. The Billing Currency should be defaulted, make changes if necessary
7. Hit ENTER
8. As required, complete the following fields:
Item Number | Use the drop down to select the item number. |
Promotion Choice | 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 ENTER twice. (Be sure to confirm the rate, term length and delivery code.)
10. 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 and you may receive a pop up if that customer has saved payment methods on the account.
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: After selecting the installment billing type select First Installment in the Varied Installment Billing dropdown box Enter the amount for the first installment. The remaining installments will automatically update based on the initial down payment. |
15. Click Add Card to open up the secure payment entry dialog box, and complete the following:
 Name | Enter the name as it appears on the CC. |
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. |
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Note
Every order on installment billing requires consent.
16. Click Pay Now
Save card
Checked - Will keep the card on file for future purposes
Unchecked- Will not keep a record of the card being used for the current purchase.
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Click Continue to submit Order
Related Content
Understanding the Order Entry Screen
FAQs - Enter a Product Order
Level up with a Masterclass
Advantage Customer Service: Invoices & Payments
Advantage Customer Service: Account Maintenance
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