Step 4: Delivery
When the customer has accepted the payment plan and paid the deposit amount. You are now ready to deliver the order. The order status should be 'Purchased order', this means the order and payment plan have been accepted by the customer and the deposit has been paid.
Changing the status to delivered is crucial, since the new status triggers:
- Payment plan to start running
- Advance payment to your companies wallet
Set to delivered
On delivery you need to manual set the status of the order from 'Purchased order' to 'Delivered order'.
Go to the
Customers section and click the relevant customer. Click
Set as Delivered to change the status.
When the order status is 'Pending order', you should NOT deliver the order, as the deposit has not been paid yet. Only deliver the order when the status is 'Purchased order'