How to create an order

Build an order for your products so that you can bill your customers for them.

With our 'Point of Sale' feature, you can create products that you bill for, separate from regular class fees. Before you create an order, you will have to create the product that you want to bill for. Find out how to create a product here. 

Once your billable product/s have been created, you can now create the orders for your customers so that you can bill them.

To do this, head to 'Point of Sale' > 'Orders' in your main menu:

Once on this page, it will first ask you for the customers' names that you are creating the order for. Then you will need to select the product and the quantity and click 'Add to Order' to start building the customers order. That will add the details below and give you the total cost you are billing to the customer.

Now you have 2 options:

• Hit 'Save' if you want to save the order as a draft for you to come back to. The order will have an 'Incomplete' status attached to it.

• Hit 'Save and Complete' if you are ready to bill for this order. This means you will be able to generate and send an invoice for this.

   

Hit 'Save' if you want to save the order as a draft for you to come back to. The order will have an 'Incomplete' status attached to it.

Hit 'Save and Complete' if you are ready to bill for this order. This means you will be able to generate and send an invoice for this.

What does the different status mean?

Incomplete - order is saved as a draft.
Complete - order is ready to be billed.

Invoiced - when you have already generated an invoice for the order.

Paid - invoice has been paid.

Dispatched - order has been handed over to the customer or to a delivery company. (You can only mark Paid orders as dispatched)

Find out how to generate an invoice for an order.