Can I place an order without taking payment?
Yes. Set Payment due later, choose terms, and save the sale.
In the app, choose Create order (pay later) from •••; Collect payment opens the same placement dialog when terms exist. On POS with no deposit due now, tap Create Order.
Placement takes no payment, and the balance stays outstanding.
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People also ask
From other topicsDoes OrderPilot process our customers' card payments?
Customer checkout payments go through Shopify, with OrderPilot tracking the payment result and remaining balance. Payment links open the relevant Shopify checkout, and showroom payments use Shopify POS.
Staff can also record money received elsewhere, such as a bank transfer. Recording a payment in OrderPilot does not charge the customer's card.
Do payments and fulfillment recorded in Shopify update OrderPilot?
Yes, Shopify sends payment, fulfillment, refund and cancellation updates back to linked OrderPilot sales. Staff can follow the customer sale without entering those events twice.
Updates are processed in the background, so check the sync and payment states before continuing. A customer signature, payment and delivery are separate facts about the sale.
Open its own pageFull guide: How OrderPilot syncs with Shopify
Does recording a vendor payment send the money?
No. Record payment in Vendor payments records money you paid through another method.
Enter the actual amount, date and method, then check Paid and Balance due. A partial payment can be recorded as a deposit.
Removing an incorrect record does not recover money from the vendor.
Open its own pageFull guide: Talk to vendors and record what you pay them
Why does POS ask for two payments?
POS asks for 2 payments when pickup and delivery are held in separate Shopify parts because their tax treatment differs. Follow Payment 1 of 2 and Payment 2 of 2, checking the amount due for each. Paying the first part does not pay the second, even though OrderPilot shows one combined sale.
Open its own pageFull guide: Take some items home and deliver the rest