Customer Billing Workflow Charts

This section includes high-level overview diagrams of the billing process, with and without the Advanced Shipping feature enabled.

Billing Without Advanced Shipping

The following diagram shows the workflow for standard billing without Advanced Shipping. For information on how to bill customers without advanced shipping, see Adding Billing Information to a Transaction.

Workflow diagram is a flowchart showing the sequence of events in the process of billing without advanced shipping

Billing with Advanced Shipping

The following diagram shows the workflow for billing with Advanced Shipping enabled. To enable Advanced Shipping, see Advanced Shipping. For information on billing customers using the Advanced Billing and Advanced Shipping features, see Advanced Billing and Advanced Shipping.

Workflow diagram is a flowchart showing the sequence of events in the process of billing with advanced shipping

Related Topics

Adding Billing Information to a Transaction
Advanced Billing and Advanced Shipping
Advanced Shipping
Billing Costs to Customers
Invoicing Sales Orders
Creating an Invoice
Entering a Cash Sale
Generating Statements
Statement Charges

General Notices