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Receiving 2.4 Offline Payments

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Receiving 2.4 Offline Payments

We're on 2.4 and have an issue that I can't find a solution to.

We need to reflect when a customer pays by an offline method so we can keep track of these and mark an order closed or complete.

 

With a credit card transaction, there's not just easy tracking of the payment, but once invoiced and then shipped, a transaction moves into Complete status.

 

With a cash or check payment (or other offline payment method like Net15, etc), we don't see a way to mark the transaction Complete or Closed, and of course there's no field to mark the transaction with any info for tracking.

 

The first part is more critical - marking it Complete or Closed. The second part, tracking info is less important.

 

Is there a solution for either one?


Thank you,
Mike.
2 REPLIES 2
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Re: Receiving 2.4 Offline Payments

Hello @Mike L - SJC 

 

I am not sure how you are doing, but I have Magento 2.4 and it's working fine me.

 

First you receive order then status = pending

you create invoice of order then status = processing

then you ship the order then status = complete

 

Let me know if still have any confusion.

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Re: Receiving 2.4 Offline Payments

Thanks for your response.

 

It turns out that we were looking at different status'. I added some State and Status entries and was able to handle marking which orders from which sources were paid, and how the payment was made.

 

Since I hadn't worked with Status and State before, I wasn't aware of how those needed to be handled.


Thank you,
Mike.