Orders, and orders from leads you win
Generate order on a won lead, or make an order by hand, then confirm it and invoice it.
An order is what a customer is buying. Its status follows its invoices: Draft, Confirmed, Invoiced, Partially paid, Paid or Overdue.
From a lead
- Open the lead in Leads and move it to Won.
- Under Orders, choose Generate order. (Before a lead is won, the same button says Create order.)
- If no price is known, the order says Add a price. Check it, then choose Confirm order.
The order is for the lead's person in your People, with the service they came for:
- a booking takes the price of the matching item in your catalogue, or the price written on your booking page;
- a Fields form takes the item linked to that form;
- a deal value on the lead becomes the order's price.
An admin can switch on Make a draft order when a lead is won in Billing, Settings. Each won lead then gets a draft order on its own, and you are told.
By hand
In Orders, choose New order, search your People or add someone new in the pop-up, then add lines from your catalogue or type your own.
Confirm, then invoice
- Confirm order locks its lines.
- Make invoice turns it into a draft invoice to check and issue.
- If your business makes invoices when an order is confirmed (Billing, Settings), the invoice is issued straight away, and emailed when a billing address is set.
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