Automatically mark customer invoices as paid
Questions:
- How to automate marking paid on customer invoices?
- How to mark customer invoices paid?
Description:
When marking an order as paid via the order status, it makes sense to also mark the associated invoices as paid. This way you can automate the open item tracking. This is very easy with TYRIOS: you only have to store an order status action.
Solution:
Create order status
First, we create an order status to mark the paid order.
- As a user with extended rights, go to the Dashboard > Order Management > Edit Order Statuses
- You will be shown all order statuses. Divided into primary statuses "Draft", "In progress" and "Completed". Go to the primary status "In progress" and select the "+" button. A new secondary status will be inserted.
- Enter an appropriate name for the new secondary status, e.g. "Paid". Note that your customer can see this name.
- Click on "Save" at the bottom
Create status action
After the status has been created, we can now store a status action. A status action is automatically executed when the order changes to this status.
- Go as a user with extended rights to the Customer Area > Order Management >Shop Setting> Edit Order Status Actions
- You will get an overview of all order status actions that have been stored so far. At the bottom, you will find a form for new order status actions.
- Select the newly created status under "Status."
- Under "Action," select the action "Mark deposited invoices as paid."
- Click on "Create."
The action does not need any further parameters, it is active immediately.