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Finding an Open Order

If a customer places an order for an item and wants to be billed instead of pay for the item at the time of the order, the order is an Open Order. (e.g., in the Payment Information step of the Shopping Wizard, if Bill Me is selected as the Payment Method, this creates an Open Order.) An Open Order does not have a financial record associated with it. After you receive a payment for the Open Order, you can search for the order and apply the payment from the Order Profile.

To find an open order:

1. Click the Accounting hyperlink on the Module Menu to launch the Accounting module.
2. Click the Find Open Orders hyperlink on the Accounting Overview page.

3. On the Find Order page, enter search criteria to find the order.

Clicking the Find Open Orders link on the Accounting Overview page automatically causes the Order Status drop-down menu to default to Open.

4. Click the Go button. This will open the List Order page showing the orders that matched your search criteria.
5. To view an open order, click the GoTo icon next to the Order Number.

On the Order Profile, the Order Total shows the Balance Due.

From the Order Profile, you can Invoice the customer,Go To the Customer's Profile, Edit the Order, Add a Payment, Generate an Installment, or Cancel the Order.