Online stores - when should the orders be transferred
Online store users usually apply one of the following scenarios when exporting orders from the online store to MK:
1. All orders into domestic invoices
All orders from the online store will be automatically transferred to MK
Advantage: all orders in one place
Disadvantage: For orders where payment is still pending (e.g., payment method – bank transfer), it is necessary to regularly review invoices and issue cancellations/credit notes for orders that were not completed.
2. Immediate payments and cash on delivery to invoices, others to offers
In the event that the order is paid immediately (PayPal, credit card, etc.) or is a cash-on-delivery payment (since an invoice must be sent to the customer with the payment already marked), an invoice is created. Payments that arrive with a delay (e.g., bank transfer) are transferred to an offer. Once you receive the payment, mark it on the offer and then convert the offer into an invoice.
Advantages: No need for tracking and canceling invoices.
Disadvantages: Online orders are split between invoices and offers.
3. Immediate payments and cash on delivery to invoices, the rest stays in the online store
In the event that the order is paid immediately (PayPal, credit card, etc.) or is a cash-on-delivery payment (since an invoice must be sent to the customer with the payment already marked), an invoice is created. Payments that arrive with a delay (e.g., bank transfer) wait in the online store and are not transferred to MK (accounting software). Once you receive the payment, mark it in the online store, and the order will then be exported to MK as a standard invoice.
Advantages: No need for tracking and canceling invoices. All orders are in one place.
Weaknesses: Order payments must be recorded in the online store.
Our suggestion is applying the scenario ''(3) Immediately paid and COD payments to invoices,
Naš predlog je korištenje scenarija "(3) Takoj plačana plačila in plačilo po povzetju v račune, ostalo počaka v spletni trgovini" oz. vsaj "(2) Takoj plačana plačila in plačilo po povzetju v račune, ostalo ponudbe."