30-Day Account - Manual Order

[n_s_simpson]

Hi Everyone

 

Within my business we accept phone orders where we process the order within the PS back end.

 

We have some customers with a 30-day account but whenever we select the "Bank Wire" option with the status set to "30-day account".

 

It appears that selecting "Bank Wire" automatically sets the order as paid. Sometimes selecting the "Waiting for check" (cheque) option sets it as unpaid but other times not.

 

What I want is for both the "Bank Wire" and "Payment by check" options to keep the order as unpaid if selected alongwith the "30-day account" status.

 

(The 30-day account status is already set without the "set the order as paid" option being ticked.)

 

Cheers

 

Nick

Edited May 3, 2016 by n_s_simpson (see edit history)

[Daresh]

Check your order states configuration. For each order state you can set if the order should me marked as paid.

[n_s_simpson]

Hi, I think I've got to the bottom of what's going on. Regardless of if I select the payment method as "Bank Wire" or "Payment by cheque", if I select the status as "30-day account" it shows as unpaid. PERFECT.

 

However, when I change the status to a custom one I created "Sent for fulfilment by distribution" it's at this point that the order is set as paid.

 

That status option only has these two options ticked:

• Consider the associated order as validated.
• Set the order as shipped.

So why is this option setting the order as paid?

 

Cheers

 

Nick

[Daresh]

I've just tested it in my shop and looks like it works this way by default. When you set the order as paid and then set to custom order status, the order is still paid.

[n_s_simpson]

Hi Daresh, the order is never set as paid. The order seems to set itself as paid (i.e. in the order overview screen the total value turns green) when they order is set as shipped.

[Daresh]

Does your "shipped" state have "set as paid" checked? By default it has.

[n_s_simpson]

It does but I don't use that actual status. I use a custom status where the "set as paid" option isn't ticked but the "set the order as shipped" button is ticked.

[Daresh]

I see the same thing in my shop, after setting order status to something that is shipped, the amount turns green. I'll go through the code to see if I can find what is causing this.

[Daresh]

It looks like the amount turns green whenever the order is validated.