ADV FAQs Activating a Proforma Order
- Anthony Fontana
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 updateÂ
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.