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Post Orders on the Basis of Payment Status in Webgility Online

This article helps Webgility Online users configure order posting rules in Webgility Online based on payment status for Shopify orders. It explains how to set up rules that determine how orders with statuses like Paid, Unpaid, or Pending are posted to the accounting system, such as recording them as Invoices or Sales Receipts.

Step-by-Step Configuration

 

1. Navigate to Sync Settings > Orders

 

2. Next, proceed to the Orders tab to set up the posting configurations.


3. Select the option “No, use different types for posting orders”.


4. Choose "Payment Status" as the selection for the "Rules based on" option.

 

5. Here, you can establish various rules for order posting depending on different payment statuses, allowing you to record orders either as invoices or sales receipts based on the payment status used.

 

6. You can configure different transaction types for each payment status, as shown below. If you have multiple payment statuses in your sales channel, like paid, unpaid, pending, etc., then you need to configure the transaction settings for each payment status type.

 

Note: You can configure the transaction type based on payment status, like an invoice or sales receipt. Save the transaction settings, and then post orders based on payment status.