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Request payment for an eligible order
When to use it
Use this guide when you need to request payment for an eligible order.
Before you start
- Open Orders from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
A payment request can be initiated for an eligible order. Sending a request is not proof of payment.
Validation and sync can send invoice, tax or delivery information for further processing. Printing or exporting makes a copy; a payment request is not evidence that the customer paid.
Steps
- Open the order details.
- If Request payment is available, select it and follow the payment dialog.
- Check the recipient and amount before submitting the request.
- Check the order payment status after the request and after payment is confirmed.
Screenshot to add: Orders: request payment for an eligible order. Capture filename: images/request-payment-for-an-eligible-order.png.
Restrictions
The current details page offers this for Kibanda Orders, with add/edit permission, while the order is New Order.
If something went wrong
Before submitting the payment request, correct an unintended recipient or amount through the eligible source/order controls and review the dialog again.
After an unclear request, check the original order's payment state and have Finance inspect the payment request/provider result before repeating it. A request being sent is not proof of payment.
If the wrong request reached a customer, give Sales and Finance the order reference, recipient, amount and send result. There is no recall/refund control in this task; agree the follow-up before requesting another payment.
Check the correction
Check the intended request amount and recipient, then verify actual payment evidence separately. Confirm the same customer was not asked or charged twice.