Handle unpaid channel orders

Some channel orders arrive before the customer has paid: bank transfers, purchase orders, cash on delivery. On Unpaid Orders you decide what SKU.io does with them, one channel at a time: ship them as if paid, park them as drafts, or reserve their stock until the money arrives.

Before you begin

• You need permission to update integrations.
• Unpaid-order rules work for Shopify, WooCommerce, Magento 2, and Magento 1 connections. Each connected store gets its own row.
• Rules apply to orders imported after you save. Orders already in SKU.io keep their status.

Set the account-wide default

Channels you haven't given a rule follow one account-wide setting.

1. Go to Settings → General → Sales Orders.

2. Turn on Set unpaid orders as Reserved instead of Open to reserve unpaid orders instead of opening them. Leave it off to open them.

   

Set a rule for one channel

1. Go to Settings → General → Unpaid Orders. Each connected store has a row. A row reading Following account default has no rule of its own yet.

   

2. In the store's row, choose When imported:

   Option	What happens to an unpaid order
   Open (default)	It's treated like a paid order: stock is allocated and it can ship
   Draft	It waits as a draft. No stock is allocated until you approve it, so the stock stays sellable
   Reserve	Stock is allocated and held, but the order doesn't ship. The stock is protected but tied up

   

3. If you chose Reserve, set the Reservation Expiry in days, from 1 to 90. A reserved order that's still unpaid after that many days goes back to a draft and releases its stock. Leave it empty to hold the stock until you act.

   

4. Leave Auto-open on Payment checked to open the order and send it to fulfillment as soon as payment arrives. Clear it to review and approve paid orders yourself.

5. Choose the Accounting Sync for unpaid orders:

   • Follow channel setting syncs them the way the channel's accounting is set up. The note under the field shows whether the channel's accounting is on.
   • Send as awaiting-payment invoice sends them to your accounting software as invoices you can chase.
   • Hold until paid keeps them out of your books until they're paid.

   

6. Click Save in that row. Each row saves on its own, and the row now reads Overrides account default.

Treat one payment method differently

Within a store, cash on delivery might ship unpaid while bank transfers wait. Methods shows how many payment methods SKU.io has found in that store's orders.

1. Click the number under Methods to open Per-method overrides. Payment methods appear here on their own once orders that use them import.

   

2. For each method, pick the SKU payment type it records as.

3. To override the store's rule for that method, set Unpaid orders to Open, Draft, or Reserve, and Accounting to either option. Use policy and Inherit follow the store's rule.

4. Click Save in the store's row.

Next steps

• Approve, reserve, and allocate stock — what reserved and open orders do with stock.
• Manage credit holds on sales orders — hold unpaid orders that would go over a customer's credit limit.
• How sales order status works — draft, reserved, and open.