Magento Open Source, 2.0.x

Magento 2.0.18 is the final 2.0.x release. After March 2018, Magento 2.0.x will no longer receive security patches, quality fixes, or documentation updates. To maintain your site's performance, security, and PCIPayment Card Industry: Refers to debit and credit cards and their associated businesses. compliance, upgrade to the latest version of Magento.

Sales Menu

The Sales menu lists transactions according to where they are in the order workflow. You might think of each of option as a different stage in the lifetime of an order.


Sales Menu

Menu Options

Orders

When an order is placed, a sales order is created as a temporary record of the transaction. Payment has not been processed, and the order can still be canceled.

Invoices

An invoiceA document that provides a detailed description of a purchase, including products purchased, quantity, price, shipping cost, sales tax, and total. is a record of the receipt of payment for an order. Multiple invoices can be created for a single order, each with as many, or as few of the purchased products that you specify. Depending on the payment action, payment can be automatically captured when the invoice is generated.

Shipments

A shipment is a record of the products in an order that have been shipped. As with invoices, multiple shipments can be associated with a single order, until all of the products in the order are shipped.

Billing Agreements

A billing agreement is similar to a purchase order, except that it isn’t limited to a single purchase. During checkout, the customer chooses Billing Agreement as the payment method. A billing agreement streamlines the checkout processThe process of gathering the payment and shipping information that is necessary to complete the purchase of items in the shopping cart. In the final step, the customer reviews and places the order. because the customer doesn’t have to enter payment information for each purchase.

Transactions

The Transactions page lists all payment activity that has taken place between your store and all payment systems, and provides access to more detailed information.