Order Process | The Better Software Company's Help Center

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 Support
Updated over a week ago

What is the 'Commission' tile?

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

Written by Support
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 Support
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 Support
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 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 an order?

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

Written by Stephen O'Hara
Updated over a week ago

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 Support
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 Support
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