Mark Orders as Paid in Bulk

Created by Mubarak Waqar from Asaan Retail, Modified on Wed, 21 Jun, 2023 at 7:00 PM by Mubarak Waqar from Asaan Retail

TABLE OF CONTENTS



Step 1: Log in to Asaan retail.


Step 2: Navigate to left bar "Sales" > drop down and click on "Orders."




Step 3: On here, please select orders which has to be marked as "Paid".



Note 1: Prior to updating the payments in bulk, you can also select the orders whose payment has been received but has to be "posted" yet.




Note 2: Similarly, you can also select the orders whose payment has been "Partially Paid" but not fully paid or posted yet.



Step 4: Right after selecting the orders in bulk, head over to top right "Bulk Actions", scroll down and click on "Mark Paid."


Step 5: A new pop-up screen will open like this below:



Step 6: Alright, now as you can see, there are 3 payment statuses:

a) The one in green is paid and just has to be posted for the record.

b) The one in orange is partially paid. Here, the amount mentioned in the last column "Amount to be posted" is received while the amount in the 4th column "Balance Amount" is yet to be received.

c) The ones in red are unpaid orders for which we need to add payment and post as well.



Step 7: Now, select "Chart of Account" for "Receiving amount" to be made, payment mode, and auto fill options; either Percentage or Fixed amount


A percentage can be 50%, 75%, 100% etc. which can added by the user to add the amount received with respect to % of total order amount, whereas fixed amount can be like 100, 200, 1,000 etc.



Step 8: Now click on "Mark Paid" or "Mark Paid & Post". 





Mark Paid = Simply mark orders as paid, without posting it to Chart of Account.


Mark Paid & Post = Mark the orders as paid, and this will be updated on the selected Chart of Account.



Step 9: After selecting the desired option, an excel sheet file will be generated which can be downloaded from the Notifications tab.






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