1. A new account will sit in a PENDING status until the first order is completed. To complete a new order, go to the Services and Workflow section of the customer account.
  2. Click on the Orders tab
  3. Click the Options button and select the Manual Complete link.
  4. Confirm action by selecting Yes.

  5. Select a completion date for the order.

  6. Charges related to the order will be added to the Unposted Transactions tab of the Billing and Collections section of the customer account page. Unless manually adjusted, these transactions will apply to the customer's next statement.

    Application of charges to the account typically post once an order is completed. Charges can also be configured to post when order is created.