Apply payment to order

Question

Hi all,

I am just curious if applying a payment to pending orders without them being transferred to an invoice will cause us any issues?

Our company usually only applies payments to invoices.

Earl_HD · Answer

Hi @Brody_M,

Yep, once you convert the order to an invoice, you’ll be able to apply the payment to it. It doesn’t let you apply payments to the order while it’s still open, but as soon as it becomes an invoice, you're good to go!

Regards,
Earl

Brody_M · Answer

Hi Shella.

Thanks for the reply.

Would you happen to know if this would allow us to apply the payment to the open order?

Shella_A · Answer

Hi @Brody_M,

If the stock's not available yet, the order can't be turned into an invoice basically, the system won't let you finalise something that hasn't been fulfilled. One way around it could be to keep the order as it is and set up a backorder. That way, you're keeping the order open, but you're sticking in a shipment date for when the stock's due to arrive. To know more about creating sales order you may visit this link.

Regards,

Shella