Changing a paid order¶
Orders change — a customer adds a pallet, or drops one. How you handle it depends on whether the order's invoice has had a payment applied.
The rule: amend before payment; intervene after¶
Invoices flow Turfware → Sawfish → your accounting system automatically, up until a payment is applied. So while an invoice is unpaid, you can amend the order/invoice in Turfware and it syncs through on its own.
Once a payment has been applied to an invoice, manual intervention is required. You cannot amend an invoice that has a payment applied in any system — Turfware, Sawfish, MYOB or Xero. The payment must first be removed (unapplied) from the invoice; then it can be edited; then the payment is re-collected and re-applied.
The order and the invoice are separate¶
Changing the order in Turfware (e.g. adding turf) updates the operational order — harvest and delivery. It does not, on its own, change a paid invoice.
Likewise, if an invoice is amended in your accounting system, that change flows to Sawfish but not back to the physical Turfware order — you must manually amend the order in Turfware so the two match.
Increasing an order¶
If the invoice is not yet paid — just amend it in Turfware: update the order and re-approve the invoice. It flows to Sawfish and your accounting system automatically.
If the invoice is already paid — because a paid invoice can't be amended:
- Remove the payment from the invoice in your accounting system, so it can be edited.
- Increase the order and the invoice in your accounting system.
- Re-collect the new balance and re-apply the payment.
- Allow the systems to catch up — up to ~15 minutes if the change was made in your accounting system (see How the sync works).
- Amend the Turfware order to match the changes.
Make the change where it syncs fastest
Where you can, make invoice changes on the Turfware / Sawfish side — they cross within ~1 minute. A change made in your accounting system waits for the next ~15-minute sync before the customer can pay the new balance on their digital invoice.