If some of your Shopify orders are not paid in Shopify as they're being placed but instead are paid at a later point, MyWorks can help automate this process in several different ways, as shared below.
When Shopify orders are placed, but not paid, MyWorks is able to specially handle several different elements in these orders that can help automate how these orders are handled after they're placed.
Syncing the Terms & Due Date
As shared in this article, MyWorks is able to sync the terms and due date from a Shopify order into a QuickBooks invoice.
Emailing an invoice to the customer from QuickBooks
MyWorks can be configured (MyWorks Sync > Settings > Order) to send the QuickBooks invoice to the customer once an order is synced - just as if the “Save and Send” option was clicked in the QuickBooks invoice manually.
Using the QuickBooks customer's email(s) for the invoice email field
MyWorks can also be configured to use the QuickBooks customer's email (or multiple emails, comma separated) in the email field of the invoice we create in QuickBooks- instead of the Shopify order's email. This can be helpful for cases where the QuickBooks invoice needs to be emailed to multiple contacts.
Syncing a payment to QuickBooks at a later point
If the Shopify order is initially unpaid when it's placed, MyWorks can sync it to QuickBooks as an open invoice. Then, if the Shopify order is marked as paid at a later point, MyWorks will sync a payment to that invoice in QuickBooks.