Overview
Stay inside the same Order through pickup: add order payments until the balance matches your policy. Payment Status includes pending, completed, failed, and refunded—use completed when money is real. Customer CustomerStatus often progresses toward order as sale finalizes.
Track at minimum
- Remaining balance implied by order items and payments
- Due timing captured in notes or office process
- Method per payment
- Clearing vs. pending when gateways are involved
- Notes for payment plans or unusual timing
Practical note
Pickup day is smoother when the order already shows paid.
Admin setup
Payment Methods and Payment settings must list every method staff use. Financing programs: Financing Programs.
Advanced options
Partial payments, refunds, and financing draws should each be separate payment rows with notes. Complete order via status workflow when balance zero.
Troubleshooting
Order total does not match payments: check line item edits after payments recorded; look for duplicate payment rows.