---
title: "Reviewing, Tendering, and Finalizing"
slug: "reviewing-tendering-and-finalizing"
updated: 2026-08-13T15:47:39Z
published: 2026-08-13T15:47:44Z
canonical: "help.idibilling.com/reviewing-tendering-and-finalizing"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reviewing, Tendering, and Finalizing

The functionality available in this phase varies for orders and cart/sale transactions.

#### Cart/Sale Transactions

For cart/sale transactions the **Review** button takes you to a page where you can review billing and tendering charges with the customer prior to finalizing the transaction. From this page you can ***Proceed to Checkout*** for tendering the sale when you're ready, and then proceed to a summary page where you finalize the sale.

> [!NOTE]
> Note
> 
> This sequence is illustrated in the example new transaction flow with starting blocks (See Example Transaction Flows below).

Clicking **Review Cart** on the transaction assembly page displays the Cart Summary page.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88249(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A25Z&se=2026-11-14T12%3A04%3A25Z&sr=c&sp=r&sig=7J4v%2BWKRwKE7%2BlaBKdZ1yXjktg4m5iWVn9SsKl3pero%3D)

For sales transactions, this displays the summary view that lets sales associates review transaction details with the customer prior to moving to checkout.

> [!NOTE]
> Note
> 
> For order transactions, this summary view is not shown.

The ***Billing Summary*** section provides the following information:

- A simple summary of service- and account-level items. There are no service-level items in the below example.
- Separate sums for billing recurring and one-time (non-recurring) charges for the transaction items.
- A simple summary of the total (sum of recurring and one-time charges) and the resulting increase or decrease on the next invoice; for example: The next invoice will include an estimated amount of 59.50.

The ***Cart Summary*** section provides totals for the following:
- Item (count) Subtotal – The sum of the extended price from all retail product line items. The label contains a count of the unique items (SKUs) involved.
- Retail Discounts – The sum of the retail discounts applied.
- Taxes – The sum of the calculated sales taxes to be paid by the consumer/subscriber.
- Total Amount Due – This is the net of the above listed sums.

On clicking **Proceed to Checkout**, the page for tendering (if applicable) and finalizing the sale is displayed. (

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88252(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A25Z&se=2026-11-14T12%3A04%3A25Z&sr=c&sp=r&sig=7J4v%2BWKRwKE7%2BlaBKdZ1yXjktg4m5iWVn9SsKl3pero%3D)

**Notes**:
  - When modifying any information on this page you are no longer required to redo the checkout process.
  - Tendering steps are covered in Example - Completing a Transaction From Start to Finish.
  - If you use Paymentus as your payment vendor, see [Tendering a Retail Transaction with Paymentus](https://help.idibilling.com/docs/tendering-a-retail-transaction-with-paymentus-3)..

From this page, clicking **FINALIZE** submits the Cart and converts it to a Sale. This updates the left panel of the Finalize/Submit page with pertinent transaction information. The two badges at the top indicate transaction status (InProcess) and the amount tendered.

#### Orders

For orders, you proceed directly to an order summary page where you can:

- Place an ***assembling*** Order ***on hold*** or ***resume*** an ***on hold*** Order
- Navigate back to the Order Details page if changes are required
- Submit the Order