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Order Process
Order Process

Jobs, Estimates, Payments, Scheduling, Closure

Stephen O'Hara avatarP
2 authors33 articles
How to create a New Job, and what is a "Job with Options"?
How to create a new estimate or job order, starting with a cart template?
How to name your estimate or job order?
How to apply a discount to a line item or to the entire order?
How to apply a surcharge to an order or line item?
How to apply taxes to an order?
How to re-arrange cart items within an order?
Complete Line Items - When is revenue recognized?
How do I create an invoice?
How to email or print an invoice?
How do I hide pricing on my invoice?
How do I close a job order?
How to cancel an open job/order?
Scheduling Jobs - Create Multiple Appointments
How do I change the billing information on the invoice?
How to assign a Customer Property to an order?