Orders with a Balance Due

Orders with a Balance Due

All Orders with a Balance Due

If you are allowing users to choose the option of "Pay Later," one of your Admins will need to assure that all of the funds for these orders are collected.

To see a list of which orders have an outstanding balance:
  • Go to Store & Forms / Orders
  • Choose the date range of orders you wish to view.
  • Select "Orders with balance due" from the drop down menu.
  • Select the blue "refresh" button to view the orders.
You can email selected users by using the "email selected..." button.
You can record payments for an order by clicking on the order number.



Orders with a Balance Due by Form

This is very helpful for organizations that have parents making installment payments for registration. It is a good way to remind parents that a payment is due versus going to the Orders with Balance Due. Using the email functions at the Form Report allows you customize the subject line and the message itself is more visible.
  • Go to Store & Forms / Forms / Select the Form Report.
  • Choose the date range of orders you wish to view.
  • Select "Orders with balance due" from the drop down menu.
  • Select the blue "refresh" button to view the orders.

You can email selected users by using the "compose email" button.
You can record payments for an order by clicking on the order number.



Writing Off Orders with a Balance Due


If you have an order with a balance due and you decide NOT to collect the balance due, you will need to amend the order. The easiest way to do this is to edit the price of the line item(s) on the order to reflect an amount of $0.00. This will update the order as "paid in full." It is also a good idea to be sure your treasurer is aware of this.

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