Tip #189 – To split or not to split, that was the question…


Tip #189
To split or not to split, that was the question…

In 25+ years of answering questions, no one had asked this one before.  It must be such an unusual occurrence… yet, someone asked so I must answer.

Here is the scenario.  A “cash” customer (no “house” account) walks into the store and orders 2 items, let’s say an arrangement for $50 and another one for $60.  The customer wants to take the $50 arrangement with her and pay cash for it, then come back a couple of days later pick up the other arrangement and pay for that one at that time.

OK, no problem you say to the customer.
So now you get to the method of payment field.  What method of payment would you select from the list of allowed payments?

Well, this florist chose “split” and a method of payment.  Her reasoning was that she would select “cash” for payment #1 and then “cod” or “pay on pickup” for payment #2.

Her reasoning makes sense, except that flowerSoft does not allow “cod” or “pay on pick up” as a method of payment in “split” payments.  flowerSoft expects the entire invoice amount to be paid using different methods of payment.  Since “cod” or “pay on pick up” do not increase the payment amount, they cannot be used on a “split” payment invoice.

So what method of payment should she have used, if not “split”?

The only method(s) of payment that allow you to have an outstanding amount on an invoice, which are “cod” or “pay on pick up”.
These  methods of payment allow you to enter the payment amount field and enter an amount, which can be less than the total invoice amount.

So pay attention as this might happen to you in the future, here is how the order should have been entered…

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After selecting “pay on pick up” as the method of payment, enter 50.00 in the “Payments” field and tell flowerSoft how you collected the $50.

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When you save the order, flowerSoft will retain the “pay on pick up” method of payment but reduce the outstanding balance by 50.00.
Then, a couple of days later when the customer comes back for the rest of the order, you can bring up the outstanding “pay on pick up” order and pay the outstanding balance using any method of payment on the list.

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So the moral of the story is that when you enter an order, you can only have an outstanding balance of the method of payment is “on account”, “cod” or “pay on pick up”.

All other methods of payment require that you pay the invoice in full.

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