Sales Order | "Awaiting Payment" Solution
When a Sales Order is set to “Awaiting Payment” stage, somehow send a notification, or a report when a payment is assigned to that sales order, allowing it to be dispatched without any delay.
If anyone has a solution outside of Cin7, also happy to hear that.
Comments
2 comments
Hi Dion,
I like this feature request and I can see it helping quite a few clients. You have 2 options to explore here
- If you do reconcile payments in Xero, the report “Sales Invoices with Payment Owing” might be useful. You can find this in Insights. It might need some additional customization based on your requirement which Cin7 will be able to assist with for a small one-off cost. eg: Add Stage field
- We are a Cin7 partner and can build a custom solution an automation is built to generate a daily report of all orders with the outstanding amounts and email it to you. Any additional conditions can be set up based on your requirements.
Chris Saju
CNZ Consultants
Totally Agree! Our Xero Bookkeeper is part Time once a week so I can't rely on our Xero reconciliations in a timely manner and most Majors dont pay with Stripe.
Stripe an email sends to me, and Cin7 SO auto-updates - tick! Could there be a Cin7 Automation to Transfer to 3PL any open not yet transferred paid by Stripe SO?
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