We are excited to announce our latest update, a complete rework of how customer payments work! Prior to this change, payments were sort of treated like a second-class metric, with the order record simply tracking the amount that a customer has paid. Whenever a customer would add a new payment, you would have to manually increment this number and save the record. With the new changes, we have introduced a payment history, where you can now record individual payments that a customer makes. Furthermore, these payments are now itemized on the customer’s receipt, which greatly reduces confusion for the very common scenario of giving partial payments over time. Finally, a new report has been added so that you can query these payments by date and export them into Excel.
On the top of a customer’s record, you will now see a new Payments button:
Clicking this button will display all of the current customer’s payments. By default, the view may look something like this when they haven’t made any payments yet:
This displays a high-level view across all of the customer’s orders. Here you can create new payments, view the customer’s existing payments, and view the sums across all the payments. You can also hone into a specific order, which will filter all the payments for that order. To add a payment, simply click the New Payment button, which will display a form where you can add some payment details:
In this form, you can select what to apply the payment to, and you also have some convenient helpers, like being able to see how much is remaining on the item, and also being able to pay an item in full without typing anything. The Payment Method field is also fully configurable, and you can add or remove your own payment methods in Settings > Orders & Financials > Payment Methods:
Once you add a few payments, your page will begin to look like this:
In that example, we have filtered by a specific order. By observing the checkmarks and green text, we can see that the customer has paid for their dress as well as the alterations on the dress, but they still have not paid for the additional work. The customer will also see their payments in the receipt:
Finally, you can generate a new Payments Created report in Reports > Payments Created. By selecting a date range, you will be able to see all payments created within that range: