Order Payments

Track payment status and deposits on sales orders.

Payment Types

Payment Terms

Standard terms from client profile:

Deposits

Upfront payments before fulfillment:

• Partial payment required
• Hold for custom orders
• Risk mitigation

Recording Payments

From Sales Order

1. Open sales order
2. Go to Payments tab
3. Click Record Payment
4. Enter details:
   • Amount
   • Payment date
   • Payment method
   • Reference number

Payment Methods

Payment Status

Order Payment Status

Payment Tracking

View payment history:

Order Total: $1,000.00
  - Deposit: $300.00 (Jan 15)
  - Payment: $700.00 (Feb 15)
Balance Due: $0.00 ✓

Invoicing Integration

Invoice from Order

Create invoice for payment:

1. Open order
2. Click Create Invoice
3. Invoice created with order details
4. Send to customer

Payment Application

Payments can apply to:

• Sales order directly (deposit)
• Invoice (standard payment)

Deposits

Requiring Deposits

For orders requiring upfront payment:

1. Set deposit percentage or amount
2. Order holds until deposit received
3. Record deposit payment
4. Release for fulfillment

Deposit Workflow

stateDiagram-v2
    [*] --> OrderCreated
    OrderCreated --> AwaitingDeposit
    AwaitingDeposit --> DepositReceived: Payment
    DepositReceived --> Fulfillment

Payment Holds

When Orders Hold

Orders may hold for:

• Credit limit exceeded
• Payment overdue
• Deposit required
• Manual review

Releasing Holds

1. Resolve payment issue
2. Record payment if needed
3. Release hold
4. Order proceeds to fulfillment

Credit Management

Customer Credit

Track customer creditworthiness:

Credit Check

On order confirmation:

1. Check current outstanding
2. Add order amount
3. Compare to credit limit
4. Block if exceeded

Refunds

Processing Refunds

For overpayments or returns:

1. Calculate refund amount
2. Record refund transaction
3. Process through payment method
4. Update payment status

Reports

Payment Reports

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