You can mark an order as paid manually directly from the order list or from the order detail using the “Pay” button. The button is active only if the order is not yet paid; once paid it lights up green. After clicking, the system marks the order as paid and, according to settings, can automatically update the status in the eshop and in the accounting system.
Where to find the "Pay" button
The "Pay" button is available for every order in the order list and in the order detail. If the order is already paid, the button lights green. Clicking it marks the order as paid in our system and triggers any further automations according to settings.
Bulk payment and payment pairing
For multiple orders use the multiselect and the bulk action "Pay". The system can also match payments using the variable symbol, invoice number or order number according to the settings in the bank section. Check the matching order and settings so payments are correctly matched to invoices or orders.
What happens after a manual payment
When you click “Pay” the system records a payment for the order. If the setting “Mark order as paid in the eshop” is active, the system will attempt to mark the order as paid in the original eshop as well. If the order has an issued invoice and the accounting system supports invoice payment, the system can also mark it as paid in the accounting system. If you have a status change configured after payment, the system will change the order status according to the configuration.
Can I pay multiple orders at once?
Yes. Select multiple orders using multiselect and run the bulk action “Pay”. If the eshop supports automatic marking of payment from our system, changes will be sent to the eshop according to the integration settings.
How does the system match manually paid payments with invoices?
Matching is governed by the settings in the bank section. The system can match by variable symbol, by invoice number, or by order number. You can adjust the settings and choose the matching priority; the system will attempt to match sequentially according to the selected order of rules.
What to do if I want a manual payment to change the status in the eshop as well?
In the eshop settings enable the option "Mark order as paid in eshop". After payment in our system, the system will attempt to automatically mark the order as paid in the eshop as well if this functionality is supported by the integration.
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