Payment synchronization

Payment synchronization controls how an order's payment is reflected on the document created (invoice, sales order or estimate) in your invoicing software.

It is configured per workflow, in the Workflows tab of the connector settings. Only the modes your invoicing software can apply are offered.

Available modesCopy Anchor Link

Don’t syncCopy Anchor Link

No payment information is sent. The document is created, but its payment status is never updated from the order.

Choose this mode if you handle payments manually in your invoicing software.

Mark as paidCopy Anchor Link

The document is marked as paid as soon as the order is paid. No individual payment is recorded — only the overall paid / unpaid state is mirrored.

Only offered when the invoicing software can mark a document paid in a single action.

Record each paymentCopy Anchor Link

Each collected payment on the order is recorded on the document, with its amount, date and payment method. The document is paid once its payments cover its amount. Payments already on the document are not recorded a second time.

Offered when the invoicing software records payments on the document. It is the only mode offered when there is no "mark as paid" action: the invoice is settled by its payments there.

Help bank reconciliationCopy Anchor Link

Sends the payment reference so the invoice is automatically matched with its transaction. Order Invoicer doesn't mark the invoice paid: Pennylane does once the transaction is matched. Available with Pennylane, on finalized invoices.

A Stripe identifier is matched with the Stripe transaction; any other transaction identifier, with the bank transaction whose label contains it. See Payments and bank reconciliation.

Modes per invoicing softwareCopy Anchor Link

For invoices:

Sales orders, estimates and credit notes only receive payments with Sellsy, in Record each payment mode.

Draft documentsCopy Anchor Link

A payment can only be recorded on a validated document. If the workflow creates the document as a draft, payment synchronization only starts once the document is validated — it isn't possible while it stays a draft.

Order marked paid from the invoicing softwareCopy Anchor Link

With Sellsy, Qonto and Pennylane, an invoice paid in the invoicing software marks the matching Shopify or WooCommerce order as paid. This is automatic, whatever the synchronization mode. Sellsy and Qonto notify Order Invoicer as soon as the invoice is paid; with Pennylane, paid invoices are picked up every hour.