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Invoice Options

Purpose: You can perform the following actions on the Invoice page.

Customer Actions: 

         Call the Customer’s Phone Number

         Email the Customer

Invoice Line Actions: 

         Review an Item’s Personalization Details

Payment Method Actions: 

         View Payment Method Details

Order Actions: 

         Perform a New Search

         Review Order Summary

         Review Order Activity

         Review or Work with Order Messages or Order Notes

         Review Refunds and Returns for the Order

         Review Invoices for the Order

         Unlock the Order

For more information:

         Invoice for an overview of the Invoice page.

         Fields on Invoice for a description of the fields on the Invoice page.

Call the Customer’s Phone Number

Select a Phone Number link to advance to the default application used to initiate phone calls. If a default application is not defined, a window displays where you can select the application to use to call the customer’s phone number.

Note:             This option is available only if hyperlink configuration is selected for the Phone field in the Work with Contact Center (WWCC) menu option. In addition, the Phone field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Email the Customer

Select the Email Address link to advance to the default application used for email. If a default application is not defined, a window displays where you can select the application to use to email the customer.

Note:             This option is available only if hyperlink configuration is selected for the Email field in the Work with Contact Center (WWCC) menu option.

Review an Item’s Personalization Details

Select the Personalization (Special Handling) link for an item to advance to the Personalization Information window.

Note:             This option is available only if personalization has been defined for the item.

View Payment Method Details

Select the View Details icon for a payment to advance to the Payment Method Details window.

Perform a New Search

Select Search or Home above the page to advance to the Search for Orders or Customers page.

Review Order Summary

Select Order Summary at the top of the page to advance to the Order Summary page for the current order.

Review Order Activity

Select Order Activity at the top of the page to advance to the Order Activity page for the current order.

Review or Work with Order Messages or Order Notes

Select Message at the top of the page to advance to the Messages page for the current order.

Review Refunds and Returns for the Order

Select Returns/Refunds at the top of the page to advance to Returns/Refunds page.

Review Invoices for the Order

Select Invoices at the top of the page to return to the Invoices page.

Unlock the Order

Select Unlock Order above the page or press CTRL + ALT + u to process any remaining order updates and unlock the order so that it available for maintenance by another user.

Note:             This option displays only if you have locked the order in the current session; it does not display if another user has locked the order. In this case, you can use the Unlock Order option if you have the required authority.

For more information: See Maintaining an Order for more information about locking and unlocking an order.

 

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