Orders

• What Are Orders?

  Orders can mean different things to different companies. For a carpeting company, an order could be the purchase and installation of...

• How Do I Manage Order Payments?

  If you have access to modify payments, you should see a link called "Add a payment". Clicking this link will display...

• How Do Order Reminders Work?

  Order reminders allow you to set a future date that reminds you to follow up with a customer or order. To...

• How Do I Download Order Files?

  Different browsers handle downloading files differently. But for most browsers, you can right click and choose "Save Target As" or...

• What Are User Order Associations?

  User associations allow you to connect sales people, installers and other users to orders. A simple usecase can be when you...

• What Is The Order Status Sold Ratio?

  Decide whether an order status will be used in the sales statistics report. We use the status to determine which...

• Can Invoice Items Be Associated With Orders?

  Yes! Through the Settings->Invoice Items page, you can create create individual items to be associated with orders. Invoice item information includes...