How the App Handles Payment Sync When an Order Is Edited

Overview:

This article explains how the app manages invoice and payment syncing with QuickBooks when a Shopify order is edited after it has already been synced.

Detailed Information:

Scenario 1: Items Removed After Payment (Order Total Decreases)

What Happens when:

• A Shopify order totaling $100 is synced to QuickBooks as an invoice, and the associated $100 payment is also synced.

• Later, the order is edited in Shopify and items worth $20 are removed, reducing the order total to $80.

App Behavior:

• The app removes the previously synced $100 payment from QuickBooks.

• A new payment of $80 is synced.

• The invoice in QuickBooks reflects the updated total of $80.

This approach prevents any unapplied amount (such as $20) from appearing for the customer in QuickBooks.

Scenario 2: Items Removed and Added After Payment (Order Total Changes)

What Happens when:

• A Shopify order totaling $100 is synced to QuickBooks as an invoice, and the associated $100 payment is also synced.

• The order is later edited:

  • Items worth $20 are removed.

  • New items worth $40 are added.

• The updated order total becomes $120, and the additional $20 is paid in Shopify.

App Behavior:

• The app removes the original $100 payment from QuickBooks.

• A new payment of $120 is synced to QuickBooks.

• The invoice total in QuickBooks is updated to $120.

Scenario 3: Items Added After Payment (Additional Payment Received)

What Happens when:

• A Shopify order totaling $100 is synced to QuickBooks as an invoice, and the associated $100 payment is also synced.

• Later, items worth $20 are added to the order.

• The additional $20 payment is received in Shopify.

App Behavior:

• The original $100 payment remains unchanged in QuickBooks.

• A second payment of $20 is synced to QuickBooks.

Two payments appear in QuickBooks against the same invoice, totaling $120.