credit given
Hi Eric,
I just ran a test on the credit system under the customer's account.
I placed an order for myself for $2.00.
I went into my account and gave myself a $1.00 credit and I selected do not apply to open invoice.
I went back to the open order.
I viewed it and it did not apply the credit.
I closed the order and it automatically applied the credit to that same order.
I reran the same test and instead I selected edit order.
Once I selected edit order the credit was applied to the open invoice.
I ran the test again. With slightly different results. It did not apply the credit when I chose edit order. When I closed the order it did apply the credit to that order.
We avoid using this feature because it always seemed buggy to me.
Can you please look at it.
Thanks
Marian
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1 Posted by Marian Listwak on Jul 13, 2013 @ 10:28 AM
Just to clarify the feature I was talking about was the check box that says Do not apply to open invoice.
We use the credit feature a lot, the check box never seemed to function the way we would we tried to use it.
Support Staff 2 Posted by Eric Wagoner on Jul 22, 2013 @ 02:28 PM
This feature is a little confusing, I'll admit. The exact results depend on a combination of other settings for your market -- do you take payments at time of pick-up, or are you a pre-pay only market. Regardless of your settings, however, adjusting accounts should be the very last thing you do before closing orders. Otherwise, you should just adjust the order itself. If you adjust an account, and then later edit an order in any way, the order will look into that customer's account and apply any funds or charges sitting there.
If someone gives you a payment, you can apply the entire payment to their account at any time. Don't try to do the math about open orders and just apply the difference. Apply the entire amount and the system will figure out what to take out to pay for any open orders.
If you need to charge someone (for not picking up an order, or for extra items bought, or whatever), charge their account last thing before closing the orders. If you are using the order checkout feature, mark the orders as paid ("Charge Account" is one of the options), and then enter the account charge.
Bottom line: editing orders will take a customer's account balance into consideration when calculating the order total. If you make an account adjustment and tell it not to apply it to open order, it means at that moment in time. Future order edits don't know what you clicked in the past -- otherwise, adjustments would never get used.