Orders & Checkout
Order Payment Statuses & Reconciliation
Master payment reconciliation in BusinessPlus: track payment statuses (Unpaid, Pending, Partially Paid, Paid, Overpaid), integrate mobile gateways, and log manual payments.
Separation of Payments and Fulfillment
In BusinessPlus, payment status is tracked independently from fulfillment status. An order can be "Paid" but still "Preparing", or "Delivered" with a "Partially Paid" balance (e.g. for wholesale credit terms).
Verified Payment Statuses
The five payment states in BusinessPlus:
- Unpaid: Zero payments recorded against the order total. Full amount is outstanding.
- Pending: An online gateway payment (M-Pesa STK push or Card) has been initiated and is awaiting callback verification.
- Partially Paid: A deposit or installment has been received. The remaining unpaid balance is tracked in the money owed breakdown.
- Paid: The recorded payments match or clear the full order total. The balance due is zero.
- Overpaid: The total recorded payments exceed the original order invoice amount.
Automated Gateway Payments
When customers pay via Safaricom M-Pesa STK Push or IntaSend Card Checkout, the gateway callback automatically updates the order's payment status to `paid`, links the unique provider reference code (e.g. `QGH789XYZ`), and marks the fulfillment status as `confirmed`.
Recording Manual Payments (Cash, Bank, Mobile Code)
For offline payments received outside online gateways:
- Open Order Details: Navigate to Dashboard -> Orders and select the order.
- Click "Record Payment": Click the "Record Payment" button in the payment summary card.
- Enter Amount & Method: Specify the amount received, payment method (Cash, M-Pesa Manual, Bank Transfer, Card, or Other), and enter the transaction reference code.
- Save Payment: Click "Save Payment". The transaction is logged into the `payments` ledger, the order balance updates instantly, and an official PDF receipt can be issued.