Track orders and billing records
Connect catalogue items, exhibitor orders and financial follow-up.
Step by step
- Review the products and services in your catalogue before using them in an exhibitor order.
- Open the exhibitor’s orders and create an order with the appropriate items, quantities and unit prices. Review any item priced on request.
- In Billing, review the issuing entity, customer details, currency, line items and dates before saving a quote or using an available invoice action.
- Use the payment records to record received amounts and their allocation. Check the date, payment method and reference against your own records.
Check your work
The company, amounts and currency are consistent across the records you are reviewing. Check the document’s actual status before sharing it.
If something looks wrong
An order, quote, invoice and recorded payment are separate records. Recording a received payment is not an online payment collection. If an action is unavailable, check the document status and required billing details.
Still need a hand? Contact the SummitBase team with the edition and the action you were trying to complete.