Orders can be created in two ways:

  • Through the Orders Section
  • Directly from a Customer: Navigate to a specific customer and create an order directly.

After an Order is created, Deliveries (see below) can be added to, and managed within, the Order. The total revenue of an Order by a customer is the sum of all the Deliveries it contains.

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Deliveries

Deliveries are created within the Orders that Customers place — each Order can hold multiple Deliveries, from various Projects.

Once Deliveries have been created, they can be managed in several places:

  • Within the specific Order
  • Within the Deliveries tab of a specific Project

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Customer Payments

A payment from a Customer can be recorded on each delivery. Payments can be added, edited, or deleted through the Payment section on a Delivery.

The Order payment status summarizes the status of payments across all the deliveries contained in the order. e.g. A Partially Paid order has deliveries that have been paid, and deliveries that have not been paid by the customer.