Tip #278 – How to Handle Pre-Payments of Recurring Orders

Tip #278
How to Handle Pre-Payments of Recurring Orders

This does not happen very often, but when it does I always get a call on how to handle it.
So, should you ever be so lucky as to run into this situation; here is what I recommend you do.

  1. First create an order for the entire amount. For example, if the order is for a weekly $50 arrangement, create an order for 52 $50 arrangements.
    For simplicity’s sake, say the total of the order is $3,000.00. You can now send this invoice to the customer for payment or, if using a credit card, charge the total of $3,000.00 against it.
  2. Now, you will need to create one order for $50 that you will use as a template to generate the other 51 recurring orders.
    This order will be entered as any normal order would except for the method of payment. The method of payment of this order should be PREPAID.
  3. Use this order to create the other 51 orders for the year.
    Now you will have all 52 orders in the system, all marked PREPAID and the customer’s account will be charged the correct amount for all the recurring orders.
    When the orders are due for delivery, you will get the normal warnings flowerSoft gives you with recurring orders.

That is all there is to it.
If you have any questions or concerns, please let me know.

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