This module displays all the orders which have pending payments.
In the main menu, click on Orders from the Sales drop down.
Step 2.
Click on View Orders.
The following page will be displayed.
Each order has 6 columns and displays the following information:
-
- Order Date: This displays the date and time when the order was placed. It also displays the order number, and whether the order was placed from your website or your app.
- Invoice date: This displays the date and time when the invoice was generated. It also displays the invoice number.
- Customer: This displays the name and contact number of your customer.
- Order Value: This displays the total amount of the order.
- Payment Pending: This displays the total amount that is pending for the order (if any). It also displays the mode of payment for the order.
- Due Date: This displays the date and days in which the payment is due
Step 4.
Click on the Collect Payment for the order to which you want to add the payment
The following modal will be displayed.
Step 1.
Select the order for which you want to receive partial payment from the customer. Click on Collect Payment next to that order.
This will open the Add Payment modal.
Step 2.
The total amount pending for that order will be displayed in the Total Amount Pending section. From the options in the dropdown, select a suitable mode of payment.
If mode of payment is selected as cash, enter the amount received by the customer in the Net Amount Received field. The pending amount will be displayed in the Pending section.
Step 4.
Click on the Confirm Payment to accept the payment.
Step 5.
Select the mode of payment from the available options.
Note
Click on the amount paid by the customer, and the amount to be returned to the customer will be visible with the Return Change text.
Step 6.
Once the payments are added, and the Pending amount displayed is 0, click on the Confirm Payment to add the payment to the order.
On successful addition of the payment, the order will no more be visible on the Payment Pending page of the Orders module.
Click on Orders from the Homepage.
The following page will be displayed.
Step 2.Click on Payment Pending and the following page will be displayed.
You can view the following details:
- Customer details.
- Order value.
- Order id and the order date.
- Payment mode of the customer and order status.
Step 3.
Select the order for which the payment needs to be added. The following page will be displayed.
Step 4.
Click on Collect Payment and you will receive the following options on your screen.
Step 5.
Select the mode of payment from the available options.
Note
On selecting the Cash option, the possible denominations that a customer might pay are visible.
Click on the amount paid by the customer, and the amount to be returned to the customer will be visible with the Return Change text.
Step 6.
Once the payments are added, and the Pending amount displayed is 0, click on the Complete Order to add the payment to the order.
On successful addition of the payment, the order will no more be visible on the Payment Pending page of the Orders module.