50/50 Payment - Guide

Step 1
When you have the order ready on the website you go to the POS.

In the POS you choose what payment method the customer wants to use to pay for the first half of the
order.

This can either be cash, creditcard or giftcard.

Fill in 50% of the furniture order amount in the field + any instant or PNP items.

For instant or PNP items we always need to get the money upfront




Step 2
To complete the order the other half of the order should be paid with bank transfer.

To do this first click ‘Allow bank transfer’





Step 3
The amount should be what the customer has already paid upfront, and press enter.




Step 4
Now click the button 'Bank transfer'




Step 5
Click on 'Pay the amount later'




Step 6
Complete the sales order in D365




Always flip the parameter “Partial payment allowed” to Yes whenever you have a sales order that is paid
partially.

For Bank transfer orders 50/50:
It will allow the system to generate purchase order, Sales order confirmation etc. If not done - nothing will
happen.

For other partial payment orders:
When you have a partial payment with cash, credit card etc. is - you need to flip “Partial payment allowed“ to Yes and then you can create PO and sales order confirmation. This must be done manually

Step 7
Go to the 'Bolia' tab and press 'Create purchase order'




Step 8
Now the order is created.

When you use 50/50 as a payment method you need to follow up on the order to make sure the second
half of the money is collected.

Put in a calendar notification to yourself 10 days before the order gets
delivered.

On this day you should contact the customer to secure the second half of the payment.

We need the second half of the payment at least 7 days before delivery.

Write in a note in the sales order that you have made this 50/50 manually payment with the date you will
follow up on the order and contact the customer to collect the second half of the payment.