Order Process

Order, Job, Estimate, Sales Process, Manage Tab, Schedule Tab, Cart, Checkout, Close Order, Customer Tab, Recurring Orders, Tips, Jobs List, Order List, Search Jobs

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50 articles in this collection
Written by Stephen O'Hara and Paul Premachuk
Checkout Tab

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

Print your Bid, Proposal, Quote, Estimate, Invoice, and Contract
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Written by Stephen O'Hara
Updated over a week ago

Check Out Tab - Order Process

This video will show you how to accept payment, apply discounts, and email the invoice.
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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.
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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.
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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?
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Written by Paul Premachuk
Updated over a week ago

Change History - Giving Discounts

How do I give a discount with change history?
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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?
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Written by Paul Premachuk
Updated over a week ago

How do I accept a payment?

Take payment, get paid, processing payment, payment types.
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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.
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Written by Stephen O'Hara
Updated over a week ago

How To Record a Refund

Refunds
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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
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Written by Stephen O'Hara
Updated over a week ago