This article discusses how to access payment orders from the left-hand navigation panel on your 12twenty site and on the Job Fair event. After explaining how to access payment orders through both methods the article explains the options to manage Unpaid and Paid orders.
Sections
Accessing Payment Orders
Accessing Orders via the Navigation Panel
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Select Orders from the left navigation panel from any page on the 12Twenty site.
- You will then be directed to the Orders page where you can view the Unpaid, Paid, and Refunded orders by selecting the tabs at the top of the page. This page also offers information such as the order number, the amount, and when the invoice was sent.
Accessing Orders via Job Fairs
- You can access a specific order by navigating to the Employers tab on a Job Fair event
- Select the specific Employer to be directed to their Employer Registration
- Select Order Details at the top of the page
- You will then be directed to that employer’s order. To return to the general Payment Orders page, select the Back To Orders option
Managing Unpaid Orders
On an unpaid order, admins may use the top right Action button to accomplish the following:
- Add Cost Adjustment: You can add an additional fee or a discount to the order. Simply select either option, enter the dollar amount, and select OK
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Record a Payment: After receiving a payment from the employer, select Record a Payment. Fill out the Form of payment, the Payment Received Date any optional notes, and select Submit. Once submitted, the order will now be marked as Paid, and the employer will receive an email notifying them of the payment. The order will be moved to the Paid tab on the Order History page.
- Send Invoice: An invoice is automatically sent when an admin user approves an employer’s registration. If you would like to send an additional invoice, select Send Invoice and confirm this action by selecting OK.
- Download Order Details: Download a PDF file of the invoice.
- View Audit Log: The Audit Log is a useful tool that will show a brief summary of actions taken on an order. It includes a timestamp of each edit to the order, the name of the user that made the edit, and a brief summary of what action that user made. Please note that the Audit Log is in beta, and not all details may be captured here.
Managing Paid Orders
On a paid order admins can use the top right Action button to do the following:
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Mark As Unpaid: To mark an order as Unpaid, simply select the Mark As Unpaid option. To delete an order, mark it as unpaid first.
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Mark As Refunded: This option will mark the order as refunded. Select the OK button to confirm the refund.
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Download Order Details: Download a PDF file of the invoice. The payment details are included in the download.
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View Audit Log: The Audit Log is a useful tool that will show a brief summary of actions taken on an order. It includes a timestamp of each edit to the order, the name of the user that made the edit, and a brief summary of what action that user made. Please note that the Audit Log is a Beta version of our audit log, and not all details may be captured here.
Frequently Asked Questions
I added a cost adjustment and now I need to remove it from the invoice - how do I do that?
As long as the invoice has not yet been sent, you can remove a cost adjustment by clicking the X icon that appears to the left of the line item.
I sent an invoice, but I need to remove a cost adjustment. What should I do next?
The original cost adjustment line item cannot be removed now that the invoice has been sent - however - you can offset it by adding an additional cost adjustment from the action menu.