Edit Invoice Field List

General Information

Invoice No.

Assigned by server. Not an editable field.

Status

The invoice status. Can be any of the following values:

Pending - User defined status.
Shipping - Default status of a shippable order. When an invoice has a status of shipping, it will show up in the unshipped orders report.
Shipped - Post shipping status of a shippable order. When the order is marked as shipped through the Unshipped Orders Report, SOLO Server will set this as the invoice status as well as set the Ship Date.
Holding - Intermediate shipping status. Used in conjunction with the Hold Until field. SOLO Server runs a daily job which will convert licenses with a Hold Until date of the current date and a status of Holding to status Shipping. In addition, orders paid by check through the cart ordering path will automatically be set to Holding with a hold until date of 20 days in the future in order to give time for the check to clear.
Web - Default status of a non shippable order.
Rebate - Invoice has had a rebate processed against it.
Voided - Invoice has been voided. When an invoice is voided, SOLO Server sets the invoice to this status.
Refund - Invoice has been refunded. When refunding an order SOLO Server sets the refund invoice to this status.
Delete - Master Users can also set the invoice status to Delete. A daily job runs which purges all invoices with a status of delete from SOLO Server entirely. Note that when set to this status, all licenses on the invoice must also be set to delete status. If any licenses are found on the invoice which are not set to delete status, a popup message will appear alerting the user to this situation. NOTE: Master User access is not available to authors using SOLO Server Shared URL.

Hold Until

The hold until date. Used in conjunction with the Holding status. SOLO Server runs a daily job which will convert licenses with a Hold Until date of the current date and a status of Holding to status Shipping. In addition, orders paid by check through the cart ordering path will automatically be set to Holding with a hold until date of 20 days in the future in order to give time for the check to clear.

Customer ID

Customer ID of the customer who owns the invoice. Clicking the Customer ID on the view page will open the customer details page. This can also be edited on the edit page by users with Manage Records permission, allowing an invoice to be transferred to another customer.

Billing Information

Important

Note that the following fields are not editable for cart orders or orders with a completed credit card transaction.

Credit Card No.

Credit card number.

Terms

The terms of the payment. Can be one of the following values:

Prepaid
Net 10
Net 30
NET 45
Net 60
Visa/Mastercard
American Express
Discover Card
Diners Club
Maestro
PayPal Payments Standard
WorldPay
COD
Cash
Check
Comp
Wire
Consignment

Additional Terms

Any additional terms specified by an administrative user.

Credit Card CVV2

Credit card CVV2 number.

Credit Card Expire

Credit card expiration date.

Credit Card First and Last Name

Name of the card holder.

Credit Card Phone Number

Phone number of the cardholder's account.

Credit Card Bill Address 1

Street address on the cardholder's account.

Credit Card Bill Address 2

Line 2 of the street address of cardholder's account.

Credit Card City

City of the cardholder's account.

Credit Card State/Province

State/Province of the cardholder's account.

Credit Card Postal Code

Postal code of the cardholder's account.

Credit Card Country

Country of the cardholder's account.

Amount Charged

The total amount charged. For new invoices, enter the amount to be charged here. Note that this value includes any discounts, tax, and shipping, so even though they are entered separately below, they should be factored into this number.

Amount Discount

The total discount amount on the invoice due to priority codes and upsell discounts. For new invoices, enter any discount given.

Tax Calculation Type

The method used to calculate tax if the order was processed through the shopping cart. The following options are available:

Tax Rules - Tax was calculated through SOLO Server's built in tax rules implementation.
European Untion VAT - Tax was calculated through SOLO Server's built in European Union VAT implementation.
Avalara - Tax was calculated through the Avalara Avatax integration with SOLO Server.

Amount Tax/VAT

The sales tax paid on the order. For new invoices, enter any tax here.

Amount Shipping

The shipping charge paid on the order. For new orders, enter any shipping costs here.

Priority Code

A priority code associated with the order. Enter any priority code here when entering a new invoice. See Priority Discount Codes.

Authorization Code

The credit card authorization code given by the bank. For new invoices, do not add anything here unless you get a code from the bank. Once the credit card is processed, this field will be filled in automatically.

Transaction ID

The credit card authorization reference ID that some merchant accounts require.

Batch No

The batch number which the invoice credit card transaction settled with.

Merchant Account ID

Master User Administrators only - Choose the merchant account that should process this order when manually adding an invoice.

Shipping Information

Ship Method: The invoice shipping method (if applicable). This is for purposes of display on the printed invoice.
Ship Date: The date the invoice was shipped. This will be filled in automatically if the order is marked as shipped through SOLO Server. For new invoices, enter the date the product will be shipped (if applicable).
Ship Tracking: The shipment tracking number (if applicable). For new invoices, enter any tracking number here.
Ship Company: Enter the company where the product is being shipped.
Ship First Name: The first name of the shipping address. For new invoices, enter the shipping first name here.
Ship Last Name: The last name of the shipping address. For new invoices, enter the shipping last name here.
Ship Address 1: Street address where the invoice is being shipped. For new invoices, enter the shipping street address here.
Ship Address 2: Line 2 of the street address where the invoice is being shipped. For new invoices, enter line 2 of the shipping street address here.
Ship City: City where the invoice is being shipped. For new invoices, enter the shipping city here.
Ship State/Province: State/Province where the invoice is being shipped. For new invoices, enter the shipping State/Province address here
Ship Postal Code: Postal code where the invoice is being shipped. For new invoices, enter the shipping postal code here.
Ship Country: Country where the invoice is being shipped. For new invoices, enter the shipping country here.

Other Information

European Union VAT Number: The customer's European Union VAT number, if applicable.
User PO No.: Use this field if there is a PO number referenced with the order.
User Comments: Not currently used.
Source: Where the customer heard about your company. For online orders, this is collected on the registration page. For new invoices, enter a source here if desired. See Marketing Sources.
PromoCode: A promo code associated with the order. This can be used with the Promo Code report for marketing purposes. For new invoices, enter any promo code here. See Promo Codes.
Notes: Add any notes on about the sale. These notes will NOT show up on the invoice.