Need to collect payment from a sales order

Alice Lane uses sales orders for all furniture orders.

First, an estimate is created. When approved, a sales order is created. The customer pays the sales order in full. They currently collect payment with Versapay.

They would love the ability to collect payment on these in the Payment Hub.

Twisted X has a category of High Risk customers, these customers are indicated in NetSuite by their terms, for these customers payment is collected from the sales order. There is a payment link on the sales order.

Once collected, the order is released, and the invoice is created. Freight is then added to the invoice. At this point, the invoice is sent to the customer, and the customer has to pay the freight (this is all that is remaining)

Questions from them on sales order

Dandelion collects sales order payments as a payment to the account.

Twisted X: This affects all prepaid (CC terms) customers, which includes over 100 stores, all store employee/personal orders, and all TWX employee orders.

High level

1. Pull Sales orders

2. Show Sales orders in CP

3. Allow a payment against a Sales order

4. Post as journal entry