Order Management

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Revision as of 17:48, 4 March 2023 by Jasonholzhausen (talk | contribs) (Created Page)
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Video about Order Management: https://youtu.be/iCGQsGik6H0

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View Order Details

Visit Orders, Mange Orders

The list of all orders can be sorted, searched in, or check the box to only view open orders.

Orders 02.png

Click the Mange button next to an order to view it's details

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You'll see the details for the order.

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You can click the Edit button to view even more details. You can add a fee or discount for this specific order here.

Send Balance Statements

You can send a Balance Statement to users that have an open balance.

Visit Orders, Balance Statements

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Click the box next to any orders that you want to send the statement to, then click Continue.

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You can add a note if you'd like. Check the box next to Account(s) then click the Save button. This will send an email to the account holder.