Confirm Draft Order

You must confirm a draft order to place it.

Complete the following steps to either confirm a draft order.

1. Select Customer Billing from the Gotransverse application menu .

   You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.

2. Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

   To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Customers Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

   

   Customer Summary Window

4. On the Account Details window, click the Orders tab to view a list of created orders.

   

   Orders Tab

5. On the Orders window, complete one of the following:

   1. For the Draft order you wish to review and confirm, click the in the Actions column and select Review and Confirm to open the Confirm Order window.

      

      Orders Window - Review & Confirm Option

   2. OR, select the desired Draft order to open the Order Details window, and then click the Review & Confirm button to open the Confirm Order window.

      

      Order Details Window - Review & Confirm Button

      NOTE: If you use the Avalara Communications Tax processor, your Order Items section will include the tax mode for both recurring and one-time prices in the Recurring Tax Mode and One-Time Tax Mode columns, respectively.

      

      Order Items Section - Avalara Communications Tax Processor

6. On the Confirm Order window, click the Confirm Order button. If necessary, fix any errors and try again. The order is now confirmed.

   

   Confirm Order Window

    

 

 

 

Topic updated: 05/2024.