In this article, you'll learn how to follow up on an order placed by a customer while Plug&Pay was still in test mode. With a test order, no actual payment has taken place and no amount has been collected.
ℹ️ Read more about managing test mode in this article.
Following up on a test order
To convert a test order into an actual order, navigate to Sales > Orders and open the Test orders tab. Open the test order here by clicking the invoice number.
Click More and choose the option that matches the type of order: a (one-off) order, subscription or instalment payment.
Then create the order manually and leave the option Automatically mail an order confirmation with PDF invoice switched off, so you can send the invoice and payment link yourself.
After manually creating the order, you can download the invoice via PDF invoice > Download and find the payment link in the order overview. Contact your customer, explain the situation and provide them with the actual invoice and payment link.
Frequently asked questions (FAQ)
Is there a template email I can use?
Is there a template email I can use?
Below you'll find an outline of what you can email your customer in situations like this. Don't forget to attach the invoice.
Dear [customer name],
Thank you for placing your order. Unfortunately, your order was placed by accident while our shop was still in test mode. This means that no payment was made and no money was collected from your account. You can check this in your online banking.
To put this right, I've manually re-created the order for you. You'll find the invoice attached. I'm also sending you a payment link so you can still complete the payment: [payment link]
Apologies for the inconvenience and thank you in advance for your payment.
Kind regards,
[shop name]