How do I record a cash or check payment?
Open Collect payment on the order to record cash, a check or a bank transfer you have already received.
The action does not charge the customer.
On a draft, recording the whole payment also creates the Shopify order. On a placed order without Shopify Plus, Mark as paid records the whole outstanding balance.
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People also ask
From other topicsDo 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
Do I need a DMARC record?
DMARC is recommended for OrderPilot's sending setup, but it isn't required to complete that setup. Review DMARC shows the current result and a copy-ready record when one is missing. The starter policy is v=DMARC1; p=none;.
If your domain already has a record that needs fixing, repair it instead of adding a second one.
How long do DNS records take to verify?
New sending-domain records can take up to a day to appear; the Receive replies record can take up to an hour. Use Check again for the sending domain or Check record for reply capture after adding the displayed records. OrderPilot also checks daily.
If records remain missing, compare the saved hostname and value with OrderPilot's instructions.