B2B Guide

Review how to enable B2B on a campaign

Select Customer -> Customer Service from the Navigation Side Bar Menu.

Find an order of payment type B2B. It should have a status of B2B Pending. Select the order ID to go to the order details page.

Scroll down to the Transactions panel and there will be an "Actions" button. Select this to reveal the options to mark the B2B option as paid or unpaid. This will remove the freeze from all the fulfillments associated on this order and either complete or decline the order based on the option selected.

Actions:

Mark B2B Paid

This option will unfreeze the fulfillment and mark the order as complete. The option is available to input a payment reference number if you wish to provide some extra detail to help track this order.

Mark B2B Unpaid

This option will unfreeze the fulfillment and mark the order as declined. This will mark the order as declined and has the option to include a decline reason to aid with keeping track of order history with B2B.