Use this guide to find information on how to create the order that require upfront payment on Bemakers platform. This step-by-step tutorial will walk you through the process, ensuring that you can easily set up the necessary payment terms and create orders with upfront payment.
Let’s get started!
Step 1: Set payment terms for customer
- Go to Customers
- Locate the customer for whom you want to create an order with upfront payment and click on their profile.
- Once you're on the customer's profile page, click on the Edit customer to modify their information.
- Proceed to the Info step, where you can configure the customer's payment terms.
Within the Payment terms section, you will find an option called Upfront payment. Select the Upfront payment option to activate it for the customer.
Remember to click Save changes.
Step 2: Creating an Order with Upfront Payment
- Go to Orders
- Select Create new order
In the Customer section of the order creation form, choose the recently updated customer from the list.
Verify that the customer's data is correctly displayed and that the payment terms are set as upfront payment.
Proceed to create the order as always.
Note: When the order with required upfront payment is submitted invoice will be sent to customer, but shipping will not be booked until payment is received.
The order status will remain Waiting for payment till the payment will be received from customer
As soon as order is paid by customer the picking list email will be send to you so the order can be confirmed and we can start the shipping.