Orders

Create an order
Invoice an order created from a solicitation

Create an order

info

The processes for creating an order and a manual invoice are virtually identical.

Navigate to the Orders page in the Sales section of the main menu
Select + New in the toolbar to open the form Create Order

General tab

Fill in the Name and Account fields of the General tab by entering the name of the order and choosing or creating the account to be invoiced.
Select Save in the toolbar to create the current order in the system.
Select + New Order Product in the header of the Order Products module that appears after the existing fields in the General tab when registering to open the form Quick Create: Order Product
Select a product from your list of products using the search field of the same name or create a new product
Select Save and close at the bottom of the quick create form
Repeat the last three steps to add the other products to the order

Billing and Accounting tab

Once the products have been added to the order, select the Invoicing and Accounting tab and fill in/modify the various fields found there

Fields	Description
Billing account name	Billed account name
Billing contact name	Name of billed contact
Billing email	Email to which the invoice will be sent
Chapter	Identifies which chapter of your organization billing will be linked to

Fields	Description
Taxless	Allows you to not apply tax on the amount of the invoice.
Block Invoice Email	Allows you not to send billing emails.
Tax group	Allows to identify the tax group to apply on the invoice

Invoice note

Allows you to enter a note that will be visible on the order.

Accounting Configuration

The features in this sidebar have been replaced by products.

Select Invoice from the toolbar to email the order

Invoice an order created from a solicitation

When an order-type solicitation is indicated as Won and the solicitation is saved, an order is created in the list of orders. All that remains is to bill it.

Select the order to be invoiced in the list of orders
The fields in the General tab should not be adjusted since this tab contains the products that will be invoiced and on which your organization and the invoiced account have agreed.
Select the Invoicing and Accounting tab and review the fields to validate the information found there
Select Invoice from the toolbar to email the order

note

Still unsure? Contact us - support@vendere.ca

Create an order​

General tab​

Billing and Accounting tab​

Invoice note​

Accounting Configuration​

Invoice an order created from a solicitation​