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Can Order Management be pass through for Accounts Receivable when using a legacy Billing and CC? — Cloud Customer Connect
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Can Order Management be pass through for Accounts Receivable when using a legacy Billing and CC?

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Summary:

In summary, my organization will keep our legacy CRM/Order Management tool and will keep our legacy 'billing and CC capture' systems.

In order to facilitate Inventory and AR, we have contemplated using Order Management. For inventory, this will work, as we would create/ship orders in OM as a 'passthrough'.

However, for AR we have already created an 'invoice ' and captured funds from our customer's credit card which happens each individual release. For example, our legacy billing system and Customer Service Rep may apply a coupon on one release and not the next, or may decide to split it amongst releases. The legacy billing system may also 'bill and capture' for taxes that are split evenly between the releases.

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