Statement Charges
Statement charges are similar to invoices because they track payments you expect from customers. Use statement charges instead of invoices when you want to enter several charges that will accumulate before you send a billing statement to the customer.
To enter a statement charge:
Go to Transactions > Sales > Create Statement Charges
Manage Payment Holds
Use the Manage Payment Holds page to review and take action on multiple orders. For example, you can check all orders for one customer and resubmit them for authorization at the same time.
- Go to Customers > Sales > Manage Payment Holds.
- Filter the list of orders displayed to find specific orders or limit the orders displayed. You can filter by customer or hold reason.
- Select the order or orders you want to process.
- You can select:
- Cancel Order – cancels the sales order
- Override Payment Hold – removes payment hold from sales order, checks the Credit Card Approved box and saves the order. The order can now be fulfilled.
- Get Authorization – removes the payment hold and resubmits the order for payment authorization. This button is not enabled when the hold reason is Verification Required.