Order Process | The Better Software Company's Help Center

Stripe - Manually Enter Card Payments

How do I accept Card Payments in Better with Stripe?

Written by Stephen O'Hara
Updated over a week ago

Stripe - Process Refunds with Stripe

How do I refund a Stripe payment in Better?

Written by Stephen O'Hara
Updated over a week ago

Pipelines - How to Assign Pipelines to Orders/Jobs

How do I assign Pipelines and States to Orders/Jobs? How do you add dollar value to Order/Job Pipelines?

Written by Stephen O'Hara
Updated over a week ago

Stripe - Pay Now Button

How to add and use the Stripe Pay Now button on your invoice templates. This feature allows clients to pay you via email.

Written by Stephen O'Hara
Updated over a week ago

How do I Accept Payment using Bulk Actions?

Log payment against multiple orders simultaneously!

Written by Stephen O'Hara
Updated over a week ago

Applying Taxes to Orders

How to apply tax groups you've created to your orders.

Written by Brad
Updated over a week ago

What is the 'Commission' tile?

What is the 'Commission' tile, and how does it work?

Written by Brad
Updated over a week ago

Where do I find jobs for the day/week/month?

How do I see orders for the day by employee, mobile unit, and printing!

Written by Brad
Updated over a week ago

Order

Order List Features

How can I find a list of my specific jobs?

Written by Stephen O'Hara
Updated over a week ago

How to create a Group-On Order

How to create an invoice for your Group-On customers.

Written by Stephen O'Hara
Updated over a week ago

How do I account for tips?

How do I add tips? Can I see how much I've received in tips?

Written by Brad
Updated over a week ago

How do I make an invoice?

Shows how to make an invoice in an order

Written by Stephen O'Hara
Updated over a week ago

How do I create a new job/order, estimate or quote?

Create a new order, estimate or quote for a customer. Learn the fastest way to create an order.

Written by Stephen O'Hara
Updated over a week ago

How to search by order number?

Step-by-step instructions to retrieve an order from the order number

Written by Stephen O'Hara
Updated over a week ago

Manage Tab

How do I create a follow-up?

Written by Stephen O'Hara
Updated over a week ago

How can I clone/duplicate a job/order?

Need to duplicate an existing job/order or create another copy of a job/order?

Written by Stephen O'Hara
Updated this week

How do I Convert a Quote/Estimate to an Open Sale

Create a work order from a quote, change the status of a quote to a confirmed job.

Written by Stephen O'Hara
Updated over a week ago

How do I cancel an open order?

Explains how to cancel a confirmed open order.

Written by Stephen O'Hara
Updated over a week ago

How do I retire a quote?

Explains how to retire/cancel a quote/estimate.

Written by Stephen O'Hara
Updated over a week ago

How do I add in order notes?

Written by Stephen O'Hara
Updated over a week ago

Schedule Tab

Video: How to schedule events and appointments in orders and estimates

Video walk through of the schedule/calendar tab in the order process. Learn how to schedule events like a pro.

Written by Stephen O'Hara
Updated over a week ago

How do I schedule an event or an appointment?

Schedule appointments, estimates, service visits, sessions quotes, meetings and more!

Written by Stephen O'Hara
Updated over a week ago

Cart Tab

Video: How do I add services and products to an order? Learn more about the Cart tab in the order.

How do I add services and products to an order? How do I change the quantity of a service? How do I search for a service?

Written by Stephen O'Hara
Updated over a week ago

How do I create a flex product?

Need a quick way to add a service or a product to an order? Need to account for a tip?

Written by Stephen O'Hara
Updated over a week ago

Change History - Adding Flex Product

Adding flex products with change history

Written by Stephen O'Hara
Updated over a week ago

How do I see what products are available in the cart?

Explains how to see if your Rental/Retail products are available.

Written by Stephen O'Hara
Updated over a week ago

Checkout Tab

How do I print one invoice, estimate or work order?

Print your Bid, Proposal, Quote, Estimate, Invoice, and Contract

Written by Stephen O'Hara
Updated over a week ago

How do I hide a payment on my invoice?

Explains how to hide a received payment or refund on the invoice.

Written by Stephen O'Hara
Updated over a week ago

How do I hide pricing on my invoice?

Explains how to hide your pricing on an invoice/quote template.

Written by Stephen O'Hara
Updated over a week ago

How do I give a discount?

How do I give a customer a discount when going through the order process? What different ways can I give a discount?

Written by Brad
Updated over a week ago

Change History - Giving Discounts

How do I give a discount with change history?

Written by Stephen O'Hara
Updated over a week ago

How do I accept a deposit?

Is a deposit considered revenue? Can I refund a deposit?

Written by Brad
Updated over a week ago

How do I accept a payment?

Take payment, get paid, processing payment, payment types.

Written by Stephen O'Hara
Updated over a week ago

How do I schedule a payment?

Explains how to schedule a payment for the future.

Written by Stephen O'Hara
Updated over a week ago

How To Record a Refund

Refunds

Written by Stephen O'Hara
Updated over a week ago

How do I create a repeat sales opportunity?

Repeat sales opportunities are a great to create a reminder for potential purchases in the future

Written by Stephen O'Hara
Updated over a week ago

Close Order

When is revenue recognized?

Why are my orders not appearing in the revenue report?

Written by Stephen O'Hara
Updated over a week ago

How do I close an order?

Explains for Rentals and Service.

Written by Stephen O'Hara
Updated over a week ago

Customer Tab

Customer Tab - Order Process

This video will show you how to assign different Contacts and Addresses to an order.

Written by Stephen O'Hara
Updated over a week ago

How do I assign a Customer Property to an order?

Also known as Vehicle Profile, Car, Event Details, and Vehicle.

Written by Stephen O'Hara
Updated over a week ago

How Do I Change The Billing Information on The Invoice?

Explains how you change the "Sold To" information on your quote or invoice.

Written by Stephen O'Hara
Updated over a week ago

Recurring Order

Video: How do I create a recurring order?

Schedule daily, weekly and monthly appointments. Create regular appointments. Schedule future appointments.

Written by Stephen O'Hara
Updated over a week ago

Text: How do I create a recurring order?

Written article on how to create daily, weekly and monthly appointments. Create future orders and appointments based on an original order.

Written by Stephen O'Hara
Updated over a week ago

Bulk Actions

What are Bulk Actions?

What are Bulk Actions and where do I find them?

Written by Stephen O'Hara
Updated over a week ago

How do I View Orders using Bulk Actions? (Video)

An easy how-to video guide on viewing multiple orders using Bulk Actions.

Written by Stephen O'Hara
Updated over a week ago

How do I Duplicate an Order using Bulk Actions? (Video)

Here's how you can quickly duplicate an order using Bulk Actions.

Written by Stephen O'Hara
Updated over a week ago

How do I Email using Bulk Actions? (Video)

Send emails to multiple orders simultaneously!

Written by Stephen O'Hara
Updated over a week ago

How do I Print Orders using Bulk Actions? (Video)

Print multiple orders simultaneously by using Bulk Actions!

Written by Stephen O'Hara
Updated over a week ago

How do I change Order Status using Bulk Actions? (Video)

Change the status of multiple orders simultaneously with just a few clicks!

Written by Stephen O'Hara
Updated over a week ago