Unpaid bank-transfer orders chased or cancelled
Find orders waiting for a bank transfer, move the paid ones to processing, remind the rest, and cancel old ones so their stock is free again.
- Difficulty
- Intermediate
- Time
- about 15 min
List the orders on hold waiting for a bank transfer, with their total and how long they've waited. I'll tell you which payments arrived: [order numbers]. Move those to processing. Send the others that are under [5] days old the invoice email again, and cancel those older than [7] days with the note [Cancelled: payment not received]. Show me the plan and wait for my approval on each.
Already connected?
If SAR is already in your AI app, this is enough:
Orders [numbers] are paid: move them to processing, remind the other on-hold orders and cancel those over [7] days.
What happens
- The AI app lists the orders on hold with their totals, and reads each one's notes, where its history is recorded, to see how long it has waited.
- Moving a paid order to processing waits for your approval in SAR.
- Sending the invoice email again waits for your approval; an order can get at most three resends a day.
- Cancelling waits for your approval: the items go back in stock, no money is involved, and it can be undone.
Approvals involved
Worked out from the tools this recipe uses.
wordpress_woo_list_ordersList ordersNonewordpress_woo_list_order_notesOrder notesNonewordpress_woo_set_order_statusChange an order's statusApprovalwordpress_woo_resend_order_emailSend an order email againApprovalwordpress_woo_cancel_orderCancel an orderApproval
What you get
Paid orders moving, unpaid ones reminded, and no stock held for orders that won't be paid.
Related recipes
- Orders & shipping · about 5 minAn order email sent again to a customer who didn't get itCheck an order's history for the email a customer says never arrived, then send it again with one approval.
- Orders & shipping · about 10 minOrders with a courier voucher marked as completedFind processing orders whose courier voucher is already made, and mark them completed with a tracking note, each with your approval.
- Orders & shipping · about 15 minFailed subscription renewals followed up with a payment linkFind renewals that failed in the last 30 days and the subscriptions now on hold, and send each customer the invoice email with a payment link.
Try it on your own site
Install the plugin, add SAR to your AI app and paste the prompt. Free to start.