Paid in orders
Good afternoon. There was a problem when we add orders on our own in CRM.
Payment is not added to orders when passing through all stages, so you have to add payments separately, as an example order - https://vuuoksa-home.crm-onebox.com/admin/customorder/order/1103/edit/
And if the order comes from the site, then everything is fine.
What could be the problem? Maybe we missed something in business processes?
Or will you have to do this all the time - separately add payment?
Original question is available on version: ru
Payment is not added to orders when passing through all stages, so you have to add payments separately, as an example order - https://vuuoksa-home.crm-onebox.com/admin/customorder/order/1103/edit/
And if the order comes from the site, then everything is fine.
What could be the problem? Maybe we missed something in business processes?
Or will you have to do this all the time - separately add payment?
Answers:
Good afternoon, in order to have a payment in the process, you need to go to the stage of the process with the action that creates the payment. If you have such a stage set up, look at the action settings - perhaps the payment amount is taken from some field that is not filled in for you, or it is carried out only with special conditions.
23.03.2021, 10:15
Original comment available on version: ru
Treebeard
the oldest of the Ents wrote:
Good afternoon, in order to have a payment in the process, you need to go to the stage of the process with the action that creates the payment. If you have such a stage set up, look at the action settings - perhaps the payment amount is taken from some field that is not filled in for you, or it is carried out only with special conditions.
Here is the "Payment Received" stage:
Did you miss something in this action?
23.03.2021, 10:23
Original comment available on version: ru
There are no actions on the screen that make payments.
24.03.2021, 17:28
Original comment available on version: ru
Dmitry
the oldest of the Ents wrote:
There are no actions on the screen that make payments.
What action should be added then?
25.03.2021, 10:36
Original comment available on version: ru
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