Sales Order Centre
Generate Combined Deposit Payment Link for Multiple Sales Orders
Overview
The Combined Deposit Payment Link feature enhances the Sales Order Centre by allowing users to generate one consolidated payment link for multiple sales orders belonging to the same customer.
Previously, deposit links could only be created on a per-order basis, requiring customers to receive and complete multiple separate payments. With this enhancement, users can group eligible sales orders and issue a single payment link that covers all required deposits in one transaction.
This improvement simplifies customer payments, reduces friction in collections, and streamlines internal reconciliation workflows.
Key Benefits
Enables a single payment transaction for multiple sales orders
Reduces customer confusion caused by multiple payment links
Accelerates deposit collection for bulk or repeat orders
Minimizes administrative effort in tracking and reconciling payments
Improves overall customer payment experience
Configuration Requirement
App Config: Send or generate a single payment link for multiple sales orders
Location
Menu → App Config → Sales Tab → Send or generate a single payment link for multiple sales orders
Behavior
When disabled:
The system generates one deposit payment link per sales order.
If multiple sales orders are selected, separate payment links are created for each order.
Each link directs to an individual payment page for its respective order.
When enabled:
Users can generate a single consolidated payment link for multiple selected sales orders of the same customer.
The system combines all eligible orders into one payment page.
The total payable amount reflects the sum of deposits across all included orders.
How the Feature Works
The combined payment link is generated directly from the Sales Order Centre.
Step 1: Enable App Config
Ensure the setting “Send or generate a single payment link for multiple sales orders” is turned ON in App Config.
Step 2: Select Sales Orders
In the Sales Order Centre:
Select multiple sales orders
All selected orders must belong to the same customer
Step 3: Generate Deposit Link
Navigate to: Options → Take Deposit → Generate Pay Deposit Link
Step 4: Enable Combined Link Option
When Generate Pay Deposit Link is selected, the system displays a confirmation pop-up titled “Generate Deposit Link?” and a toggle option: Generate Combined Link.
Turn ON the Generate Combined Link toggle
Click OK to continue
At this stage, the system validates the selected orders and proceeds to generate a consolidated payment link.
Step 5: Combined Link Generation Confirmation
After confirmation, a second pop-up is displayed indicating successful link creation.
This includes:
A success message: “Pay deposit link generated for X order(s).”
A Ref# column displaying:
All selected Sales Order numbers
Shown in a comma-separated format within a single row
A Payment Link column displaying:
The single consolidated payment URL generated for all included orders
This confirms that:
One payment page has been created
The link applies to all selected sales orders
The deposit amounts are combined into a single customer payment experience
Although each sales order still displays its own link in the Deposit Links column, if the order belongs to a combined group then those links will redirect to the same payment page.
Payment Page Details
The customer payment page displays:
All Order Numbers (comma-separated)
All Customer PO numbers (comma-separated)
Total deposit amount (combined)
Deposit Report
A single PDF report is generated
Includes all combined sales orders and their deposit details
Amount Calculation and Deposit Breakdown
Total Amount Rules
The total payable amount equals the sum of deposits from all selected orders
The amount cannot be edited by the customer
Deposit Breakdown Table
For combined links only:
A table is displayed on the payment page
Shows:
Each Sales Order
Its individual deposit amount
This ensures transparency for customers and finance teams.
Deposit Allocation Logic
Payments received through the combined link are automatically:
Split by the system
Allocated to each respective sales order
Reflected on each individual Sales Order page
No manual allocation is required.
Sales Order Centre Enhancement
New Column Added: Deposit Links Combined?
Behavior
Displays a checkmark for any sales order that is part of a combined deposit link group
Allows users to quickly identify grouped orders
Combined Link Management Rules
The system maintains consistency when users regenerate or regroup links.
Creating a New Link from an Existing Combined Group
If a user attempts to create a single deposit link for one order that is in an already existing combined group:
A single deposit payment link is generated for that order.
For the remaining orders in the original combined group, their deposit links will turn to individual single-order payment links.
If a user attempts to create a new combined deposit link for any number of orders in an already existing combined group:
A new combined payment link is created.
All affected orders move to the new combined group.
Orders that are not selected for the new combined group will be removed from the previous group and will revert to individual single-order deposit links.
To maintain payment accuracy and prevent invalid deposit link generation, the system enforces the following validation rules when creating individual or combined deposit payment links.
"Cannot complete request. Customer cannot be different"
All selected sales orders must belong to the same customer. If orders from different customers are selected then a pop-up message is displayed
This validation ensures that a single payment link is never associated with multiple customers, preserving financial accuracy and preventing misallocation of payments.
"Either this order(s) is not marked as deposit required or has sufficient deposit already."
Each selected sales order must have deposit required entered in the Advance Payment Tab otherwise the system displays the above message.
Practical Use Cases
Sales Teams
Sales representatives can:
Consolidate deposits for customers placing multiple orders
Reduce back-and-forth communication about multiple payments
Provide a single, simple payment instruction to clients
This improves deal closure speed and customer confidence.
Finance Teams
Finance teams benefit from:
Fewer individual payment records to reconcile
Cleaner deposit tracking across bulk orders
Customers
Customers experience:
One payment
One transaction
One confirmation
Instead of managing multiple links and partial payments.
Workflow Best Practices
Bulk Orders
Use combined links when customers place:
Multiple orders within a short timeframe
Split shipments under one commercial agreement
Internal Review
Before generating a combined link:
Verify deposit amounts per order
Confirm customer consistency
Ensure orders are ready for deposit collection
Tracking
Use the “Deposit Links Combined?” column to:
Monitor grouped orders
Avoid duplicate link generation
Maintain clean payment records
Conclusion
The Combined Deposit Payment Link feature modernizes the deposit collection process by allowing businesses to consolidate multiple sales orders into a single, secure payment experience.
By integrating seamlessly into the Sales Order Centre and supporting automated allocation, detailed reporting, and configurable controls, this feature:
Reduces operational complexity
Improves cash collection efficiency
Enhances customer satisfaction
Maintains full financial accuracy and traceability
It is a practical improvement for organizations handling repeat customers, bulk orders, or high-volume sales operations.
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