Defferred Payments Or Purchasing On Account

[puffdade]

I run a very busy online shop plus physical store stock and sales are linked up quite nicely with presta monsters ROKPOS

in fact I couldnt be more pleased with the current set up  its taken a couple of years to iron out small issues but its more than workable and as long as I keep replenishing stock  it rarely fails.

 

However Im yet to find a suitable method for our wholesale side we supply upwards of 20 other shops  some have accounts and account spending limits, (I have to physically manage this)

 

Im still' after all this time unsure if A, im doing this right or B, there is a better way or even a correct way I should be doing this.

 

So Im looking for ideas  

 

Heres what I have done and my process

 

I set up a group called RESELLERS

I installed a module called PAYMENT BY INVOICE

 

I manually put on the invoices back office new order click name etc etc  (no facility in Presta to defer payments for customer to do themselves)

 

I change status to AWAITING BANK WIRE PAYMENT  and use payment method  PAYMENT BY INVOICE

 

we pack the order and  change status to PREPARATION IN PROGRESS

 

once the courier collects we change status to SHIPPED

 

Now  this is where is all starts to get messy

 

Customer makes payment, i use the add payment function tell Presta they paid  cash  bank wire etc  and change status accordingly  PAID BY CASH,  PAID BY BANK TRANSFER  etc

 

and then mark with a custom status  COMPLETE  this serves a couple of purposes  one  I know its been shipped and paid and 2 complete means exactly that  nothing else needs to be done with this transaction.

 

What if the customer over or underpays  how does Presta track this do I have to keep a record  or does Presta take care and use it on the next payment  as I dont see this, how do you guys deal with this ?

 

Presta touches on b2b it has a few handy and important functions but seems to lack some of the required stuff  like customer statements   running open balances  how do you guys deal with all this  as I cant seem to find a solution.

 

sorry about the long post 

 

anyone run similar to me and have working solutions  is there a dedicated b2b module that handles open balances  (money owing)  statements  etc  Any ideas would be handy 

 

Paul