LL - Processing Shopify or SI Zero Balance or Discounted orders

Shopify - Processing Discounted and Zero balance orders

Tutorial (5 mins): https://www.loom.com/share/7cd60d00bdf24d5fa80dccec8061a54d

Zero balance (free/ghost) orders: 

Orders with a balance due should never be marked as manually paid (mark as paid). 

If we are not charging the customer for the order then we should 0.00 out the order with a 100% discount as well as note the reason why no charge was collected, before marking it as paid. 

If there is a corresponding order ID please add that to your note. Like this: https://del-mar-laboratories.myshopify.com/admin/orders/4900056301653

Partial discounts: 

If a Shopify order requires a partial payment, then please apply a discount (either by % or by dollar amount) to the amount still owed by the customer, and note the reason for the discount. 

Noting the payment section:

Notes made on the payment or discount section of the order are visible to the customer, so please keep them short and descriptive. 

Note Examples: 

• Customer paid in full via Order ID:
• Valentine's Day promo 20%
• Health partner discount
• Box price adjustment
• Testimonial discount
• THANKS20 code

Sticky - Processing Discounted and Zero balance orders

You can process a 0.00 order within the existing sticky order and customize the price to zero for the replacement product.

Whether you create the order in Shopify or Sticky - you need to make notes in Sticky and/or Shopify too...that way if we get an error on the fulfillment side we can see the notes clearly without multiple cross-referencing of systems. it's ok to create your note in HelpScout and then paste it into the Shopify/sticky notes area along with the corresponding helpscout ticket number.