Payment in advance

[mcilroym]

I have a retail client who's online sales take payment before goods are shipped. This I would presume is very common on all online sales. They do however have many instances where the customer then wants to change the items on the order. What is the correct way to manage this? should the customer have credit note if the value of the order changes. In terms of the payment up front we are using a down payment request to manage that so changes to the SO should be reflected

[VeselinaPeykova · Accepted solution]

"What is the correct way to manage this?"

This is a question that your business users should answer.

I have seen at least 3 different approaches, there are probably more:

a) keep the remaining amount as customer balance and use it the next time the customer orders something;

b) create credit memo;

c) do not allow changes other than cancellations and this is permitted only for a certain time frame after order placement (e.g. 20 minutes), which means that there are no goods delivered and they can just send back the money.

[mcilroym · Accepted solution]

Many thanks for your answer

This will help me with the customer

kind regards

mike