From In-Portal User Manual

Current revision

Billing

This tab contains the billing information of the order. It has two toolbar action icons. ‘Reset to user’ deletes the entered address information and replaces it with the information stored in the user profile. ‘Reset to shipping’ deletes the entered address information and replaces it with the information from the shipping tab. Both only affect common fields found in all address blocks. Billing-specific information will be preserved.

• Billing To, Billing Company, Billing Company, Billing Fax, Billing Email, Billing Address Line 1, Billing Address Line 2, Billing City, Billing Country, Billing State, Billing Zip code - all standard address fields for the billing information. The country, state and zip code determine the amount of taxes for the order.
• Payment Type – this dropdown contains all enabled payment types (if multiple currencies are enabled, then it only contains the payment types which support the currency of the order).
• Payment Account – this is the account number from which the payment is being made. For example, for credit card payments, it will contain the credit card number and expiration; for PayPal payments, it will contain the email address, and so on.
• Payment Date – the date on which the payment was received. This is either the date when the order was approved from Pending status, or the date when the card was processed by the system.
• Recurring Billing – controls if the order should be duplicated and charged on recurring basis. The system automatically sets this checkbox for orders containing recurring subscription products, when they are processed. The system will duplicate and charge only Processed and Archived orders with this checkbox set.
• Next Charge Date – applicable to recurring orders only. This field indicates the date when the order should be duplicated and charged. Note, that the order will be actually charged X days in advance. This period can be adjusted in the General Settings section of the In-commerce module.
• Charge on Next Approve – controls if the order should be charged when being approved by the administrator. This checkbox is useful when a recurring order has been denied during automatic processing and the administrator has reset it to pending status, or when the original authorization of the order has expired. The checkbox will be automatically cleared after the order has been processed.