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 ## Related Topics - [Recording Payments](../actions/record-payment.md) - [Payments List](./payments-list.md) - [Payment Amount Field](../fields/payment-amount.md)