Adjusted Order Shows As Open On Order Screen

[foodsleuth]

We provided a partial shipping credit to a customer so we only captured the total amount we billed to the customer (a few dollars less than original total).
The system shows the payment as "captured" rather than "Paid". What can we modify in the customer record so that this order goes off the "open" order report?
We frequently provide shipping credits to customers.

Thanks
Barb

[AbleMods]

You have only done half of the usual accounting steps involved when a credit is applied. The payment amount from the customer has been reduced, but you have not adjusted the original order to reflect your new (and slightly less) order total.

To do "the other side" of the accounting, manually adjust the order. Order adjustments are made on the Order Details page. So click an order to display the order details page. Then click the "Order Items" choice on the left side menu. Now you'll see the line items for this order.

Click the "Add Other Item" button below the line items displayed. This will let you add a new line item - in your case you want to add a new "Credit" in the amount you reduced the order.

Now if you click back to the Summary choice on the left side menu, the "math" of the order should be right and the payment status should show "Paid". By math, I mean the numbers on the right side that show total order, total payments, order balance etc.

A better procedure would be to edit the shipping line item using the same Order Items screen before you capture the funds. By editing the shipping charge line item, the order total adjusts accordingly. Then the payment capture screen will reflect the new order total and capture the proper amount.