Apply payment to order

Hi Brody_M,

If you apply a payment to a pending order, you won't be able to reverse or delete the transaction and payment later. It's still best to apply the payment to an invoice instead of an order. It keeps things neat and tidy for future edits.

Cheers,

Doreen

Thanks Doreen. 

What would you suggest for orders when we don't have the stock on hand and are unable to change the order from an order to an invoice? 

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

Hi Shella. 

Thanks for the reply. 

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

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