Workflow automation after receiving a payment is essential for saving time, reducing errors in order processing, and speeding up shipping and accounting processes in an eshop. Fynode allows you to set up flexible automatic actions that trigger after a successful match of payment with an order or invoice.
¶ 1. Main Automated Actions After Payment Receipt
- Change of order status:
After successfully matching the payment, the order can be automatically set to "paid," "shipped," or a custom customer status according to your needs.
- Issuance of invoice:
If an accounting system is integrated, an official or deposit invoice can be automatically issued for the order/invoice based on predefined rules.
- Sending notification to the customer:
The system can automatically send an email or SMS to the customer about payment receipt, order status change, or upcoming shipment.
- Initiating shipping/shipping workflow:
The order can be automatically moved to the shipping module/warehouse or generate a dispatch instruction or shipping label.
- Stock synchronization:
After payment receipt and order status change, the stock is automatically deducted (if configured in the inventory integration).
- In the Bank section or in the accounting system settings, activate the option “Automatic order status change after payment.”
- In the workflow/rules settings, select:
- order status after payment receipt
- invoice action (whether to issue a new one, update, or ignore)
- default notification message/template (email)
- For multi-channel sales (marketplace, multishop), rules can be defined separately for each connected channel.
- Directly paid order (card, online):
- payment matching → immediate status change to “paid” → invoice issuance → customer notification → warehouse connection → start of shipping
- Bank transfer payment:
- payment matching → notification → invoice issuance → move to next status/shipping according to rules
- Cash on delivery order:
- payment upon delivery → notification → invoice issuance
¶ 4. Automation and Audit
- All automation steps are logged (in the order overview/task log), with options for review, change history, or manual intervention (e.g., reverting to pre-payment status).
- It is possible to apply workflows in bulk to multiple orders simultaneously (e.g., during synchronization or high-volume payments).
Workflow automation after payment receipt in Fynode significantly speeds up order fulfillment, reduces manual tasks, and ensures smooth operation even during high sales volumes and multichannel commerce.