Orders & Invoicing
Create, revise, track, and invoice orders.
36 articles
- Delete an Order
- Reassign an Order to Another Sales Agent
- Take Over a Buyer's Open Order
- Copy Quantities Across Product Variants on an Order
- Create a New Order from the Home Page
- Modify a Product on an Order Form
- Use Order Tags to Organize and Filter Orders
- Write an Order for a Buyer
- Search and Filter Orders by Customer
- Search and Filter Orders by Product
- Use Order Form Functions: Add Products, Discounts, Signatures, and Line Items
- Add or Remove Promo Codes on an Order
- Understanding Promo Code Discounts on Orders and Invoices
- Add Products from an Order to an Invoice
- Start Using Invoicing
- Create and Send an Invoice
- Download or Print a Packing Slip from Invoices
- Invoicing Differences Between Free and Paid Plans
- Set Up Invoicing
- Add a Payment to an Invoice as a Seller
- Edit an Invoice After a Payment Has Been Applied
- Delete an Invoice