Invoicing and Terms
Managing an Order on Terms
1min
For orders placed with terms as their payment method, you may manage their unpaid amount in the Terms section of the Order Details page. Managing an order on terms is a manual process and there is no automatic processing.
Selecting the actions button in this section presents a number of options:
- Forgive: Reduce the order's unpaid amount without deducting from the customer's balance
- Refund: Return a previously paid amount to the customer's balance
- Pay: Reduce the order's unpaid amount from the customer's balance
- Enable (or Disable) Capital Terms: Convert the order to capital terms. Orders on capital terms do not impact a customer's unpaid amount limit
- Interval Settings: Update the terms order's due date
Processing a refund in this section returns a previously paid amount to the customer's balance. It does not return that amount to the customer's online payment method. To refund an online payment, see Refunding a Payment.