Viewing order invoices

A customer might want to confirm the details of payments that are made towards an order. The payments might be complete or the order amount might be partially paid. In such cases, the user can view all the invoices that are created for the order and open the appropriate invoice to answer customer queries appropriately.

Procedure

  1. Log on to Sterling Call Center. The Home page opens.
  2. Navigate to the Order Summary screen by performing one of the following steps:
    • In the Order panel, enter the appropriate details, and click Find Order.
    • Under Related Tasks, click Order Search. The Order Search screen opens. Enter the appropriate details and click Search.

    If the search results in a single order, the Order Summary screen opens. If the search results in multiple orders, a list of orders is displayed. Select the order that you want to view.

  3. In Related Tasks, under Order Tasks, click View All Invoices. The Order Invoices screen opens. Similarly, all the invoices that are associated with an order can also be viewed from the Payment Inquiry as well as Shipment Tracking screens.
  4. Click the invoice that you want to view. By default, the first invoice in the list is selected and the corresponding invoice details are displayed. The invoice details are displayed on the same screen.
    Note: If there are no invoices that are associated with the order, the "No records to display" message is displayed.