Managing Direct Invoice Transactions

Orders – Direct Invoice Search

When direct invoicing is enabled, the OmniSearch page in Orders provides an option for searching on Direct Invoicing transactions.

Under More Options, the Direct Invoice search lets you search by receipt number.

Example Search Result:

Customer Care – Direct Invoice History

Also, when direct invoicing is enabled in systems at version 22.4 or later, in Customer Care, the Orders menu provides a new option for viewing Direct Invoice History.

The functionality on this page is similar to the Order History page in Customer Care. Clicking a Direct Invoice link (far left column) takes you to the transaction in the Orders web module.

1. Store was added as a new core POS Store Type (ID = 3) POS Back Office -> Setup -> Store Types ↑