There are two ways to create an order: send your clients a quote which when booked turns into an open order, or manually create an order directly. 

You may find that the first time you get your clients booked, you do it by sending them a quote. However, if your clients come back for additional products and services, you can simply create a new order on the same job so that they don't have to go through the quote process again.

Start by going to the Quotes & Orders tab on the job and clicking New Order in the Orders box.

  1. Select a Recipient
    This will be one of the contacts you have listed on the job.
  2. Name the Order
    You can add any description you’d like as well.
  3. Set a Payment Schedule
    Give the order a payment schedule. This will determine the number of invoices generated as well as the due dates.
  4. Specify Sales Tax
    Set what sales tax group to use for the order. Classify certain items as non-taxable by unchecking ‘Taxable’ on the product itself.Learn more about setting up tax rates and tax groups here.
  5. Add Products
    You can manually add products or use any of the products that you created in your initial setup.
  6. Save & Book
    Once you’re done building the order you can save and book it.Your invoices will be created and you will then have an option to ‘Email Direct Link’, ‘Open Direct Link’, ‘Print Invoice’, or manually ‘Record Payment’:If you need to change any of the due dates for your invoices, or add more invoices to spread out payments, click on the blue Edit Invoices button. When emailing a direct link, you’ll use an ‘Invoicing’ email template. Learn more about those here.

How Invoices are Created

Invoices are created based on the rules of your payment schedule. If you have a payment schedule that requires everything due immediately, saving & booking your order will create ONE invoice with a due date of today. If your payment schedule asks for 50% retainer and the balance due on the job date, two invoices are created: one invoice with a due date of today and a second invoice due on the job date.

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