Split payments for "on account" charges and employees responsibility

[Richie_Crim1]

I'm trying to make a way in our POS for the cashier to take vouchers from different companies at different amounts from local business when they off a voucher for their employees to purchase work boots from us.  They may offer to cover $150/employee but the employee must pay any overage at time of purchase.  We then bill the Company for whatever amount they promised on the voucher.

I've set up an "On Account" option at check-out for the split payment. Is there any way to send this to quickbooks so they'd know to invoice the company when the purchase is made? I know we can make an "order" in Shopify and send an invoice, but it needs all the details of the purchase.

Any ideas for best practices?

[StevenT_A7]

Hi @Richie_Crim1 ,

Use split payment in Shopify POS + Parex Bridge to QuickBooks Online.

Setup:
In Shopify POS:

Use split payment:

$150 “On Account” (voucher portion)

Remainder via cash/card from employee

Tag the order with:

Company name (e.g., “Voucher - Acme Inc”)

Employee name (optional)

Use Parex Bridge App:

Sync Shopify orders to QuickBooks Online.

Map “On Account” payments to Accounts Receivable.

Set it to create invoices for the company with full order details.

In QuickBooks:

Parex creates an invoice to the company for the voucher amount.

Employee portion already marked as paid.

Thanks 

[Richie_Crim1]

Thanks, I'm going to try this now!

[Richie_Crim1]

Hi Steven,

I've gone through the steps, but the On Account button marks it as paid in Shopify.  The Parex people say it won't work unless I can keep it as unpaid. I'm not sure how to accomplish this, Shopify makes it that way. Is there something I'm missing? Otherwise the bridge is working. Thanks for your help!

[Richie_Crim1]

Hello Steven,

I tried this but the "On Account" only triggers an invoice to the company.  It includes even what the employee paid so the company is still billed for the entire amout.  Shopify only let me make the "On Account" button as a fullfilled payment.  The people at Parex have been helpful, but they say it will only bring over exactly what Shopify records.  It's doing a summary of the sale instead of the detail.

Any ideas?  

Thanks,

Richie