The Outstanding Payments view (Sales > Orders/Transactions > Outstanding Payments) can be used to monitor orders where payment is still pending.  In other words, you can see all items that have been invoiced and the payment has not yet been received. From this view you can:

• View all unpaid orders
• Export order information
• Identify Orders Ready to Ship
• Upload Payment Information
• Send the buyer an e-mail
• Verify payment status
• Cancel an Order
• Block a Bad Bidder

Prerequisites

• Checkout Overview

View All Invoices

The Outstanding Payments View displays all orders where payment has not yet been received.  The order Checkout may have been complete, but the payment has not yet been received.  To view the Outstanding Payments View:

1. Select Sales > Orders and Transactions > Outstanding Payments.
2. Review the unpaid invoices in this view.

Exporting All Outstanding Payments

All views available in the ChannelAdvisor Complete module can be exported to a tab-delimited text file format from within the user interface. These text files of data can be imported into Excel or a database for graphing, record keeping, and data analysis. The table below lists all the data that can be exported.

1. Select Sales > Orders and Transactions > Outstanding Payments
2. From the Outstanding Payments view, select the order ID
3. Click Export
4. In the export view, choose Select All, Unselect All, or the individual fields to be exported in the file
5. Click Export to continue

Return to top

View Invoices Ready To Ship

Using the action link "View Invoices Ready to Ship", you can view all invoices that can be processed for shipment to the buyer.

Return to top

Upload Payments

You can upload a payment file from a financial institution which can then be mapped to the Payment Profile in your account. After the file is uploaded, the ChannelAdvisor Complete application will process the information to match payments to orders during the last thirty day.

NOTE: This processing cannot be completed without first creating a payment upload profile.

Return to top

Update Status

The Update Status function will change the condition of the transaction, and using this function can cause automated services to be processed for the selected sale. For example, moving a sale to ‘Order Shipped’ will cause an automated e-mail to be sent to the buyer if the e-mail templates are enabled to send a message after the order has been shipped.

1. Select Sales > Orders and Transactions > Outstanding Payments
2. From the Outstanding Payments view, select the order ID
3. Click Update Status
4. In the Update Status view, select the new status.

   Please Note: If no changes should be made for a selected status, mark Maintain Status.

5. Click Save and Exit

Return to top

Cancel Sale

While most transactions successfully complete, a few sales can be reversed if the buyer declines the item after having won an auction or when a buyer never fulfills their responsibility of completing checkout. You can withdraw the transaction without submitting an UnPaid Items claim in the marketplace or create a dispute when canceling the sale. The cancellation options include:

• Cancel the sale without the dispute.
• Create a dispute and assign a reason code.

You also has the choice to continue to allow the buyer to buy the item by leaving Checkout enabled. If the seller chooses to disable the Checkout the inventory item will be restocked immediately.

Return to top

Merge Invoices

The seller can choose to combine two or more invoices for buyers using the Merge Invoice functionality. During the merge process you must select the target invoice, which will be used to display the invoice information in the All Sales view. The order ID, winning bidder information, and invoice date from the target invoice selected will be used. Both invoices must be in the open status to merge.

Return to top

Print Invoices

The Print Invoice feature displays the invoice/s on the screen for viewing or printing.

Return to top

Disable Reminders

Reminder notifications can be used to encourage buyers to visit the checkout link and complete a purchase or to remind the buyer to leave the seller feedback. To stop sending these reminder e-mails to the buyer, follow the instructions below. Once processed, the selected buyers will no longer receive reminder e-mail notifications.

1. Select Sales > Orders and Transactions > Outstanding Payments.
2. From the Outstanding Payments view, select the order ID
3. Click Disable Reminders
4. In the Disable Reminders view, choose the reminder notification options that you want to disable.

• "Disable Checkout Reminder" - These reminders are established under Using E-mail Templates. Search on checkout in the subject line.
• "Disable Feedback Reminder" - The reminder notification is defined under Leaving feedback. Search on feedback in the subject line.

5. Click Disable Reminders

Return to top

Send E-mail

You can send the winning bidder a unique e-mail upon winning the auction. You can preview and send a test e-mail prior to sending to the winner. E-mail messages can be automated using Tools > E-mail Templates.

Please Note: Currently, you must navigate to Marketplaces > eBay > Settings > eBay Settings. Once on this page, click the "edit" link next to Unpaid Sales. You may toggle and setup your desired settings for "Send email reminders to buyers who have submitted payment, but the payment has not cleared.

1. Select Sales > Orders and Transactions > Outstanding Payments
2. From the Outstanding Payments view, select the buyers that will receive the e-mail notification.
3. Click the Send E-mail icon
4. In the Send E-mail Message view, check the e-mail address that displays in the Your E-mail Address field. This is the address from which the e-mail will be sent.
5. Select a pre-defined e-mail template from the Select a Template drop-down box, or leave the default selection “Blank E-Mail” to send a non-template e-mail that can be written immediately.

• If a pre-defined n e-mail template is selected the Message Subject and Message Text fields will be populated as soon as a template is selected.
• If the Blank E-Mail is selected, enter text in the Message Subject and Message Text fields to create a new e-mail message.

6. Do one of the following:
   • To review this e-mail message without sending it, click Preview E-mail.
   • To send this e-mail message to the e-mail address shown on this view, click Send Test E-Mail.
   • To send this e-mail message to the winning bidder previously selected from the view, click Send E-Mail.

Return to top

Flag

You can mark inventory items requiring special attention or notation. For example, if you want to mark an item that needs to be reviewed prior to posting in the marketplace, use the “!” flag to mean “Review Item”, just as you would use a PostIt note on a paper. By holding the curser over the flag icon, you can read the description text for the flag.

If multiple users are logging into the same account in the ChannelAdvisor Complete software to perform maintenance on inventory items, it is recommended that all members of the user group have a clear understanding of the meaning assigned to all flags. This can avoid confusion over the meaning of a flag assigned to an item. The description assigned to a flag is a free text field that can have multiple meanings. The flags in Inventory, Ad Listings, and Sales are all unique. The free text description field is searchable on the respective view views.

Return to top

Block Bidder

ChannelAdvisor Complete provides a service called BidAssure, which identifies problem buyers and prevents them from making future purchases based on previous "deadbeat bidder" behavior. Using the block bidder tool in the All Sales view, you can select and save specific buyers directly to the Sales > Customers > Bidder Watch view.

1. Select Sales > Orders and Transactions > Outstanding Payments
2. Identify the buyers to be blocked. Be sure that careful consideration is made to this selection, as the buyers can be prevented from making future purchases based on this feature. Only buyers with a Site Auction id can be blocked. If the Site Auction Id is Checkout Direct, the buyer cannot be blocked.
3. Select the buyer record/s that will be added to the Blocked Bidder List.
4. Click Block Bidder.
5. In the Add buyer to Bidder Watch view, select the severity status.

• Blocked– The buyer is prevented from making future purchases from this seller. The red circle icon will display on the All Sales view.
• High Risk – The buyer will not be prevented from making future purchases from this seller. The red triangle will now display on the All Sales view. To remove the High Risk rating from a buyer’s username, edit the Bidder Watch list in the Tools section of the ChannelAdvisor Complete software and remove them from your Watch list.

6. Add any comments as to why this bidder is either blocked or marked as high risk.
7. Click Save and Exit to add the selected buyers to the Blocked list and be retuned to the All Sales view.

Please Note: The buyer’s records now display the icon for their status. Blocked bidder lists are updated every hour on the associated marketplace.

Reference

Below are additional references related to this task:

• Manage Payments