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Argos Software

Order Payments and Customer Credit

Take payments and check customer credit on orders

Record payments, deposits and retainers against a sales order and check the customer's credit without leaving the order. Approvers release orders held for credit review, and one inquiry shows a customer's orders, payments and open invoices.

Request a demoMore in orders and customers
A payment card beside a checked shield

What it does

  • Record payments and retainers on the order's Payment and Retainers tabs, and split a deposit from one order to another
  • Open a customer's credit status from any order, and let credit approvers release orders held for credit review
  • One customer inquiry shows open and past orders, credit history, cash receipts and open invoices
  • Run card charges, voids and refunds from the order through the card processor you set up
An order picker with a headset carrying a carton down a rack aisle

Related capabilities

Also in orders and customers.

Customers, Ship-Tos and Carriers

Keep customers, ship-tos and carriers in one place

Your team maintains customers, their ship-to addresses, carriers, warehouses and sales tax codes from the browser, so every order and shipment starts from the same, current record.

Batch Order Processing

Update a whole batch of orders at once

Move a filtered group of orders to a new stage, reprice them, copy them or commit them in one run, with a count of what changed and a list of what failed.

See order payments and customer credit in a walkthrough

Book a guided walkthrough with the Argos team.

Request a demoSee all features