Using the Pay From tab

The Pay From tab displays associated payment information.

On this page you can:

  • Access the Pay From tab: Access the Bill To or Sales Order detail view and click the Pay From tab. If the tab is not visible, click More Tabs.
  • View or modify payment details:
    • Click the Name link to go to the Pay From detail view. See Using the Pay From detail view.
    • From the Sales Order detail view only. View or modify the Attention or Address fields.
      Note: Based upon the implementation you are not able to modify address information.
    • Add a pay from address Infor CRM Back Office Extension only: To add a pay from click Add Pay From. See add a pay from.
      Note: You can only add Pay From information if:
      • The sales order has an associated Bill To.
      • The integrated application allows new Pay From records.
      • The sales order has not yet been shipped or invoiced.