Apply payment to order
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 invoice...
Forum Discussion
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?
