Price
The price of the order, not including tax and shipping. Give complimentary orders a price of zero.
Tax
The amount of sales tax for the order. The customer is billed for whatever tax you enter in this field.
Shipping
The shipping charge for the order. The customer is billed for whatever amount you enter here.
Shipping class (view only)
The shipping class may not be changed from this tab. If you would like to adjust the shipping class, go to the 'Fulfillment' tab.
Paid
The amount the customer paid to date for this order.
Date of payment
The date that you recorded the most recent payment.
Payment type
The type of payment that was made last. Right click to get a list of codes from which to select.
Payment number
The identifying number, such as a check number or truncated credit card number, associated with the most recent payment.
Refunded
The amount you've refunded to date. The entry in this field is cumulative—QuickFill adds each refund you make to the previous amount in the refund field.
Refund pending
The amount of the refund that will be processed when you run the refund update. QuickFill includes in the next refund update any amount you enter in this field. And, presumably, you'll issue a check for the amount.
Purchase order number
The purchase order number the customer supplied when he or she placed the order.
Billing series
The billing series that you'll use to bill an amount due for this order. Be very careful about changing a billing series while you're currently sending bills. The messages printed for the new series may be inconsistent with the original series. Or you may find that QuickFill won't issue any more bills because the new series contains fewer efforts than the original one. (Click here for details on defining a billing series.)
Date of first bill
The date QuickFill generated the first bill in the billing series. This date is used to age the receivables for reports.
Last bill number
The bill number (effort number) of the last bill you sent. This number lets QuickFill know which billing effort in the billing series to use next when you run the billing update. This number can't be larger than the number of efforts in the series. You can restart a billing se ries from the beginning by setting this number to zero.
Date of last bill
The date QuickFill last generated a bill. This date—combined with the days between efforts you specified in the billing series—controls when QuickFill generates the next bill. (Click here for details on defining a billing series.)
Responded to bill
The number on the bill returned by the customer with his or her payment. This number can't be larger than the bill number of the last bill you sent.
Cancel bill sent
Check this box if QuickFill has already generated the bill for the unearned balance of a canceled order.
Write off amount due
Check this box and QuickFill writes off any balance due. Otherwise, QuickFill issues a bill for the balance due—as long as the amount is greater than the minimum bill amount you specified in the publication definition form (click here for details on defining the minimum dollar amount to be billed). If the customer has a credit balance and you check this field, QuickFill transfers the credit balance to your deferred income account. If you leave this field blank, QuickFill issues a refund or applies the amount to the next renewal.
Send first bill with issue
Check this box to generate the first bill for a new order at the same time that the first issue is served—the bill will be created by the issue labels update.
Send first bill immediately
Check this box to generate the first bill for a new order the first time the billing update is run after the order has been entered. This option has no effect on the first bill for renewal orders. If you choose this option for an unpaid renewal, QuickFill will generate a bill for it the next time the billing update is run.
Send first bill days after first issue
Check this box and enter a number of days in the neighboring field and QuickFill will not generate a bill for the order until the first issue has been served and the number of days specified have passed. This option has no effect on the first bill for renewal orders. If you fill in this field for an unpaid renewal, QuickFill will generate a bill for it the next time the billing update is run.
Earliest date
Check this box and enter a date in the neighboring field, and QuickFill will not generate the first bill until you run the billing update on or after the specified date. This field may be used for both new and renewal orders.
Error messages
You can't refund more than they paid
The total amount you refund can't top the amount the customer paid.
Refund pending may not be larger than the refund
The 'Refunded' field contains the cumulative total of refunds you've authorized to date. The 'Refund pending' field contains the amount of the authorized refunds that QuickFill will include on the refund report when you next run the refund update. The pending amount can't be greater than the total refund amount.