Estimated payments.
The gist is this:
An expected payment in the amount of UAH 70,000 was created for the process (customer's order)
The client pays daily 5000 UAH to the account Privatbank. This payment is automatically displayed in the list of actual payments.
Further, after manually linking the received actual payment to a specific business process, the expected payment is not reduced by the amount of the newly linked actual payment.
Explain how to fix it.
Thanks
Original question is available on version: ru
An expected payment in the amount of UAH 70,000 was created for the process (customer's order)
The client pays daily 5000 UAH to the account Privatbank. This payment is automatically displayed in the list of actual payments.
Further, after manually linking the received actual payment to a specific business process, the expected payment is not reduced by the amount of the newly linked actual payment.
Explain how to fix it.
Thanks
Answers:
Hello Denis.
In order for the expected payment to decrease, it is necessary in the section "System settings" --> "Other"
Set next checkbox
"When adding a payment from a customer, decrease the amount of the expected payment for this order" http://i.imgur.com/8N6794q.png .
It is located along this path /admin/shop/settings/finance/
Also here is a video on the expected payments https://youtu.be/0aUb2d9-XSw
In order for the expected payment to decrease, it is necessary in the section "System settings" --> "Other"
Set next checkbox
"When adding a payment from a customer, decrease the amount of the expected payment for this order" http://i.imgur.com/8N6794q.png .
It is located along this path /admin/shop/settings/finance/
Also here is a video on the expected payments https://youtu.be/0aUb2d9-XSw
15.10.2020, 13:22
Original comment available on version: ru
Initially, this daw was there, but the expected payment did not decrease after the creation of the actual one.
http://prntscr.com/v0cznw
What other reasons could there be?
http://prntscr.com/v0cznw
What other reasons could there be?
16.10.2020, 10:02
Original comment available on version: ru
It also raises two more questions:
1. How the system will work if the date of the expected payment is not filled
and
2. How will the system work if nothing is written in the settings in the Other section in the line "Number of days to receive ..." and it is empty.
1. How the system will work if the date of the expected payment is not filled
and
2. How will the system work if nothing is written in the settings in the Other section in the line "Number of days to receive ..." and it is empty.
16.10.2020, 10:44
Original comment available on version: ru
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