outstanding orders

Outstanding Orders

The Outstanding Orders panel shows orders that have not been fully paid yet.

Overview

Outstanding orders are orders where the total amount exceeds the sum of all payments applied to that order. This panel helps you track which orders still need payment collection.

How Outstanding Amount is Calculated

Outstanding Amount = Order Total Amount - Sum of All Applied Payments

The system uses the payment_orders junction table to track exactly how much of each payment has been applied to each order.

View Details

Order Information

  • Order Number: Click to view order details
  • Company Name: Client who owes payment
  • Total Amount: Original order amount
  • Paid Amount: Sum of all payments applied
  • Outstanding Amount: Remaining balance

Sorting

  • Default: Sorted by outstanding amount (highest first)
  • Shows the largest outstanding balances at top

Payment Application Rules

One Payment, Multiple Orders

A single payment can be split across multiple orders:

  • Payment of $500 can apply $300 to Order A and $200 to Order B
  • Each order's outstanding amount updates separately

Multiple Payments, One Order

An order can receive multiple partial payments:

  • Order for $1000 receives $500 today
  • Later payment of $300 reduces outstanding to $200
  • Final payment of $200 completes the order

Orders Without Invoices

Orders can be paid even if not invoiced:

  • Direct payment from client
  • Walk-in customers
  • Pay-before-service scenarios

Actions

Record Payment for an Order

  1. Click on an order in the Outstanding panel
  2. Click "Record Payment" on the order details
  3. Enter payment amount and method
  4. Apply to this order (or split with other orders)
  5. Save - the order will update or disappear from the list

Apply Existing Payment

  1. Open an existing payment
  2. Click "Edit Allocation"
  3. Add or modify order assignments
  4. Outstanding amounts update immediately

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