Payment information details

The Payment information details provide a more detailed view of the payments and collections information pertaining to the sales orders.

Payment information

Description of the Payment information details.
Field Description
Payment rule The payment rule that is used for invoicing, settlement, and collection.
Total collected The total amount of the order that is collected.
Total refunded The total amount of the order that is refunded.
Total adjustments The total adjustments that are made to the amount after taking credits and debits into consideration.
Total canceled The total amount of the order that is canceled as a result of canceling the order lines.
Open authorized The amount that is authorized.

Also from within this section, you can add a new payment method to use for the sales order. Click Add payment method, provide the information, and click Add. When you add a new payment method, the sales order summary updates to display multiple in the field so that you can link out to the details. For more information about adding a payment method, see Adding payment information.

Collection details

Description of the View collection details extended menu
Field Description
Total collected The amount of credit collected.
Total invoiced The amount that is debited or charged to the buyer account.
Total refunded The amount that is refunded on the order.
Return invoiced amount The amount that is invoiced for a return charge for an order.
Open authorized The amount charged for authorizations that are carried out.
Open order amount The amount that is remaining to be collected on the order.
Total canceled The total amount of the order lines that are cancelled on an order.
Description of the Collection summary section
Field Description
Date The date that authorization/charging or adjustments are carried out.
Transaction type The transaction type for which the payment authorization or charge are carried out.

The advanced collection details transaction type can include types such as Adjustments and Change price.

Open order The remaining amount to be collected for the sales order.
Authorized The amount that is authorized.
Pre-settled amount The pre-settled amount. Pre-settlement occurs when any amount is refunded prior to the time that a return amount is actually scheduled to occur.
Invoiced The amount that is owed by the buyer to the enterprise.
Collected The amount that is collected on the transaction.
Pending execution The amount that is pending authorization.
Status Indicates if the collection is still Open, Checked, or Closed.