Business Problem

Currently, we use Lifecycles to manage operational stages such as Awaiting Payment, Payment Received, Packing and Ready for Collection. However, Lifecycles are not reliable for tracking actual payment status, as staff may forget to update or accidentally remove them. This makes it difficult to identify which customers have paid and track their order history.

Desired Outcome

Introduce a dedicated feature where users can create orders directly from existing quotations and send them to customers. Customers can pay through a payment link or upload their payment receipt. Staff can then verify the payment and click "Mark as Paid" to confirm the order. Ideally, this process should be supported through WhatsApp, subject to its API capabilities and limitations.

The Orders tab should also provide Paid and Unpaid filters, with each customer's order history accessible from their contact profile, including order amount and assigned staff.

Expected Impact

Better visibility of paid and unpaid orders, easier payment follow-ups, the ability to identify paying customers, centralised customer order history and more accurate sales tracking, without relying on Lifecycles for payment management.