The billing tab is activated in your Payment Settings. When the billing tab is activated, credit card orders in the store will be marked as not paid when the order is placed. These orders will appear on the billing tab so you can capture the funds when the order is ready to be shipped. The software includes support for batch captures for Authorize.Net, Payflow Pro and Shift4.
The search fields available on the billing tab are a bit different than pending and in process orders. The options include:
Order No – Enter an order number to search for a specific order.
Customer - Search field to find orders placed by a specific customer. You can search using the first name, last name, or company name for the customer. Any portion of these names will match.
Date Filled – Searches for orders by the date they were filled. This date field uses a special format. Enter just the year to find all orders for a particular year (i.e. 2004). Enter the year then the month to find all orders for a specific month (i.e. 2004-02). Finally, enter the year, then the month, then the day to find orders filled on a particular day (i.e. 2004-02-01).
Payment – Search according to the type of payment used for the order. Selections are Online, Offline and PayPal.
You also have a link to show ALL payment pending orders.
As with Pending orders, you have links on each order number to view the order details and on the customer name to view their user summary.
To process your payments, check off the orders you wish to capture. Select Charge Credit Cards if you want to capture funds (and your processor is supported) or click Mark as Paid if you just want to mark the order as paid.