How to Manually Complete an Order
Occasionally there may be a need for you to manually complete an order in the Magento store. For example, if something goes awry during the activity sync from Counterpoint to Magento.
Step-by-step guide
- In the Magento Admin Panel, find your order underSales>Orders, and check if the full amount has been marked as invoiced on the order. If it has, skip to step 4.
In the top panel of the order, click the wordInvoiceas shown below.
If you do not see an invoice button, proceed to step 4.
On the invoice page,
If this is a Secure Pay payment that has already been captured in Counterpoint, choose "Capture Offline" under the amount dropdown. When you're done, select "Submit Invoice".
If this is an FAC order or Securepay where you do not plan to capture the funds in Counterpoint, choose "Capture Online" under the amount dropdown.
- It is important to choose Capture Offline if your funds have already been captured. If this is not selected, you may end up double charging your customer.
- If it is not a Secure Pay payment, or you're not sure if it needs to be captured or not, please contact support.
If you'd like to add any comments, you can select the checkboxes on this screen.
- Once the invoice has been created, select theShipbutton on the order page
At this stage you can add tracking numbers, and email a copy of the shipment to the customer if desired. When you're done, selectSubmit Shipment.
- After submitting the shipment, the order will now be complete.
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