Order Processing

Creating Orders

• Create Sales Order with Rapid Order Entry
• Convert a Sales Order to an Invoice
• Create Recurring Payments For Sales Orders
• Invoice-Type Sales Orders (Invoices)
• Proforma Invoices
• Getting Your Order Ready For Payment
• Shipping and Tax Page
• Manually Create a Sales Order

Changing Orders

• Positive Adjustments towards Invoices
• Manual Write-offs and Credit Memos
• Configuring Automated Credit Memos and Write-Offs
• Void Invoice
• Deleting Sales Orders
• Credit Notes (Negative Adjustments)

Paying Orders

• Payment Prioritization
• Apply Payment Page
• Apply Payment to Multiple Orders
• Receipts

Refunding Orders

• Creating and Processing a Refund

Direct Debits - GoCardless

• Direct Debit 2.0 - Direct Debit Enhancements
• Installing Direct Debit - GoCardless
• Enabling Items for Direct Debit
• Managing Direct Debit Sales Orders as a Staff Person
• Managing Direct Debit Renewals
• Limitations of Fonteva Direct Debits
• Direct Debit Adjustments
• Receipts for Successful Payments
• Handling Rejections
• Data Migration Guidelines for GoCardless
• Upgrading Direct Debits - GoCardless to 2018-R2

Pre-Fonteva 20Spring Release Invoices

• Sales Orders - Pre-Fonteva 20Spring