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Mark an Order as Paid

When a customer pays you outside Tanqory, such as by a bank transfer or on delivery, the order stays Payment Pending until you record the payment. Marking it as paid on the payment card, and confirming in the short window that opens, moves the order to Paid and clears its balance. Only do this once you have actually received the money, since Tanqory cannot check an offline payment for you. This article walks through marking a pending order as paid.

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When a customer pays you outside Tanqory, for example by a bank transfer or on delivery, the order stays Payment Pending until you record that the money arrived. You do that with Mark as paid on the order's payment card, which moves the order to Paid and clears the balance. Only mark an order as paid once you have actually received the money, because Tanqory cannot verify an offline payment for you. This article walks through it.

You do this on the payment card of a pending order, reached from Orders.

The payment card on a pending order

The payment card of a pending order: a Payment Pending badge, the Subtotal, Tax, and Total, a Paid amount of $0.00, a Net payment of $0.00, a Balance remaining of $299.00, and the Send invoice and Mark as paid buttons. (opens full size)

Until the payment is recorded, the payment card shows a Payment Pending badge, a Paid amount of $0.00, and the Balance remaining the customer still owes. It has a Send invoice button and a Mark as paid button. Use Mark as paid once the money has arrived.

Before you begin

  • Your role includes Edit orders.
  • The customer has actually paid outside Tanqory, since this only records a payment you have received.
  • Open Orders and open a pending order, then select Mark as paid on its payment card.

Steps

1. Confirm the payment actually arrived

Before you mark anything, check that you have received the money, for example on your bank statement, since Tanqory cannot confirm an offline payment for you.

2. Select Mark as paid

On the pending order's payment card, select Mark as paid.

3. Confirm in the window

A short window asks you to confirm, noting the amount received from the other payment method. Select Mark as paid to record the payment, or Cancel to stop. Once you confirm, the order moves to Paid and the balance is cleared.

The Mark as paid window: it reads Mark this order as paid if you received $299.00 from another payment method, with Cancel and Mark as paid buttons. (opens full size)

Best practices

  • Check the money has arrived before you mark it, since marking as paid only records the payment and does not collect it.
  • Match the amount in the window against what you received, so you are recording the right payment.
  • Use Send invoice instead when the customer has not paid yet and you want to email them a link to pay.

Common mistakes

  • Marking an order as paid before the money arrives, which records a payment you have not actually received.
  • Confusing Mark as paid with Send invoice. Mark as paid records a payment you already have; Send an Invoice asks the customer to pay.
  • Not checking the amount in the confirmation window against what you were actually paid.

Next steps

Still stuck?

More in Orders

  • Create Draft Order

    Create an order yourself for a phone, email, or in-person sale, then send an invoice, mark it paid, or save it as a draft.

  • Order Fulfillment Section

    The fulfillment card at the top of an order shows what needs to ship, where it is going, and how far along it is, with the actions to mark it fulfilled, put it in progress or on hold, and buy a shipping label.

  • View Orders

    Find and manage your orders from the Orders overview: metrics, status tabs, search, and a sortable table you open orders from.

  • Fulfill an Order

    Fulfilling an order marks its items as shipped once they have gone out. On the fulfillment card you select Mark as fulfilled, tick the items you are shipping, optionally print the packing slip for the parcel, and confirm. The order then moves to Fulfilled. This article walks through marking an order fulfilled from its fulfillment card.

All 39 articles in Orders

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