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Why Shopify B2B Orders Post Without Payments in Webgility Desktop

Understand why orders with payment terms post without a payment, and how to check that payments are recorded for paid orders.

Overview

In this scenario, a Shopify order with terms such as Net 30 posts to QuickBooks without a customer payment because the customer has not paid yet. Paid orders should include a payment when the posting settings and user permissions allow it.

Steps to check
  1. Check the Shopify order’s payment terms. If the order has Net 30 or similar terms, it is expected to post without a payment. See How to Configure Order Posting Settings for Wholesale and Retail Sales for the related posting setup.

  2. Check the user’s payment permissions. If a paid order posts without a payment, ask the primary user to review the account’s user permissions. See Managing User Access and Permissions in Webgility Desktop.
  3. Verify the posting result. Open the order’s History tab in Webgility Desktop and check whether it shows that a customer payment was created.

If an order with payment terms is unpaid, record the payment in QuickBooks when the customer pays. If a paid order still posts without a payment after checking permissions and posting settings, contact support with the order number and a screenshot of its History tab.

If you have any questions or need more help, please contact our support team.