Invoice Manager - Revision history

Admin: /* Bundling */

2022-06-10T14:16:50Z

‎Bundling

Admin at 02:04, 21 March 2021

2021-03-21T02:04:33Z

Admin: /* How to Add a Gift Card to an Account */

2020-08-14T17:09:17Z

‎How to Add a Gift Card to an Account

Admin: /* How to Manage the Rejoin Process */

2020-08-14T17:08:05Z

‎How to Manage the Rejoin Process

Admin: /* Automatic Billing */

2019-10-15T19:36:57Z

‎Automatic Billing

Admin: /* Test Cases */

2019-10-15T19:34:52Z

‎Test Cases

Admin: /* Item Fulfill Event */

2019-10-15T19:33:23Z

‎Item Fulfill Event

Admin: /* Pay Options */

2019-10-15T19:31:10Z

‎Pay Options

Admin: /* Pay Options */

2019-10-15T19:30:43Z

‎Pay Options

Admin: /* Pay Methods */

2019-10-15T19:30:25Z

‎Pay Methods

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 <blockquote>
 ====Bundling====
-: Use the Bundling tab to add bundled items to an item. An item that contains bundled items is a bundling item. All bundled items are not charged to the invoice. They can optionally be hidden from the invoice as well. The transactions for bundling items however do include charges. The transaction charge for any item is calculated as the item's price minus the total of all its bundled item prices.
+: Use the Bundling tab to add bundled items to an item. An item that contains bundled items is a bundling item. If charged bundled items is unchecked, bundled items are not charged to the invoice. If charged bundled items is checked, bundled items are charged to the invoice. If show bundled items on invoice is unchecked, they will not be displayed on the invoice. If show bundled items on invoice is checked, they will display on the invoice.
 : If a subscription or membership includes bundled subscriptions, the bundled subscriptions are NOT included in future renewals of the subscription or membership. In other words, when the subscription expires, if renew on expiration is set, the bundling item is charged with all bundling items, buth without any bundled subscriptions.

@@ Line 142: / Line 142: @@
 #Click the DATA tab and then STATES.
 #Find the state you want to edit and click the paper/pencil icon next to it.
-#In the SALES TAX PERCENTAGE field, enter the sales tax for the state (for a rate of 5% enter 0.05).
+#In the SALES TAX PERCENTAGE field, enter the sales tax for the state (for a rate of 5% enter 5).
 #Click OK to save changes.

@@ Line 457: / Line 457: @@
 === How to Add a Gift Card to an Account ===
 To add a gift card to an account open to "Account Manager" and click on the account where you want to add the gift card.
-) At the bottom where "payment choices" are click "add" link.
-) This will open the "Account Autopay Options" click on the tab for "Gift Card".
+#At the bottom where "payment choices" are click "add" link.
-) This will open the fields for Gift card.  Enter a "Redeem Code". This will be assigned to the account so the user doesn't have to know it. It should not be something that can easily be guessed such as a random series of numbers
+#This will open the "Account Autopay Options" click on the tab for "Gift Card".
-) If you want the "card" to expire enter the date or leave it blank if it never expires.
+#This will open the fields for Gift card.  Enter a "Redeem Code". This will be assigned to the account so the user doesn't have to know it. It should not be something that can easily be guessed such as a random series of numbers
-) Enter the current balance you want for the gift card. The amount spent will update as the card is used.  The account user can use the "gift card" for payment up until the amount spent is equal to the original balance.
+#If you want the "card" to expire enter the date or leave it blank if it never expires.
 The account user can select the radio for "Select Saved Gift Card" in the payment portion and then choose the option(s) of cards available to them just as they would a saved Credit card. When submitting the gift card as payment it will update the "amount spent" field.  If the balance is less than the card amount it will apply the remaining balance and the user must then select another payment method to complete the transaction.

@@ Line 453: / Line 453: @@
 === How to Manage the Rejoin Process ===
 If a membership account is cancelled and the company decides to rejoin at a later date, the Join Date will be reset to the date of the rejoin. The expiration date will be set to the time period specified in the membership starting with the rejoin date.
 == References ==

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 ; Recurring Purchases control automatic charges : To create an automatic charge, add a recurring purchase to the account. If the charged-through date is blank, the account will be charged on the next batch. Otherwise, the next purchase date will be determined by the "charged-Through" date.
 ; Recurring purchase for On Demand Accounts : On Demand Accounts are charged on the "charged-Through" date.
-; Recurring purchase for Billing Accounts : Both Bill and Fulfill and Bill and Fulfill on payment are charged on or before the "charged-Through" date, based on "Pre-bill days for billing accounts" set in Ecommerce Settings.
+; Recurring purchase for Billing Accounts : Both Bill and Fulfill Now and Bill and Fulfill on Payment are charged on or before the "charged-Through" date, based on "Pre-bill days for billing accounts" set in Ecommerce Settings.
 </blockquote>
 === Invoice Payments ===
 There are several ways an account can pay for an invoice.

@@ Line 1,483: / Line 1,483: @@
 # free orders are paid and fulfilled
 # house accounts are paid automatically
-# Bill accounts are sent a invoice and not fulfilled
+# Bill and Fulfill on Payment accounts are sent a invoice and not fulfilled until paid.
-# Bill and Fulfill accounts are sent an invoice and fulfilled
+# Bill and Fulfill Now accounts are sent an invoice and fulfilled
 # On-Demand accounts create an invoice and pay it with the account's pay options.
 ; 54 - Housekeep, Print Queue notification : Verify a notification is sent to the ecommerce admin if the print queue is not empty

@@ Line 1,036: / Line 1,036: @@
 Fulfillment for an order would include things like adding people to groups they purchase or mailing an item out. When the Fulfillment event occurs depends on the Pay Method.
 On Demand: Fulfillment happen at the time of the purchase
-Bill: Fulfillment happends when the bill is paid
+Bill and Fulfill on payment: Fulfillment happends when the bill is paid
-Bill and Fulfill: fulfillment happens when the bill is sent.
+Bill and Fulfill now: fulfillment happens when the bill is sent.
 </blockquote>
 </blockquote>
 =====Calculate order details event=====
 <blockquote>

@@ Line 511: / Line 511: @@
 * Pay Option set to Pay on demand - available to everyone. If the account is setup Pay On Demand, then you must submit a payment at the time the order to be completed.
 * Pay Option set to Bill and fulfill on payment - If the account is set to Bill and Fulfill on payment, then when you complete your order, an invoice is generated and sent to the billing contact. When payment is made, the fulfillment process is triggered and your order is shipped (or fulfilled appropriately)
-* Pay Option set to Bill and fulfill now - If the account is set to Bill and Fulfill immediately, then when you complete your order, an invoice is generated and sent to the billing contact and the fulfillment process is triggered to ship your order.
+* Pay Option set to Bill and fulfill now - If the account is set to Bill and Fulfill now, then when you complete your order, an invoice is generated and sent to the billing contact and the fulfillment process is triggered to ship your order.
 === On-Demand Payments===

@@ Line 503: / Line 503: @@
 * Pay on Demand - A payment is needed at the time of the purchase. For online purchases, an Pay-on-Demand account will receive a credit card or online check form. For batch purchases, a credit card or echeck must be saved in the account.
 * Bill and fulfill on payment - Send a bill to the account. Fulfill (ship) the order when payment received
-* Bill and fulfill immediately - Send a bill but ship the order now
+* Bill and fulfill now - Send a bill but ship the order now
 ===Pay Options===