Creating orders

Set up orders to bill your customers for products beyond regular class fees

With our Point of Sale feature, you can manage and bill for various products separately from standard class fees. Before you can create an order, ensure that you've set up the product you want to bill for. If you need guidance on creating a product, click here ➡️ Creating products

Getting started with order creation

1. Click > next to Point of Sale.
2. On the expanded menu, click Orders.
3. Click the Create button or Create Bulk Orders for multiple customers. Next, select the product and quantity you wish to include in the order. Click Add to order to begin building the customer's order. The system will display the order details and calculate the total cost.
4. Once you've added the necessary products, click either:
   1. Save: This will save the order as a draft with an 'Incomplete' status. You can return to it later to make further adjustments.
   2. Save and complete: This will finalise the order, making it ready for billing. You can then generate and send an invoice.

Understanding order status

• Incomplete: The order is saved as a draft and is not yet finalised.
• Complete: The order is ready for billing. An invoice can be generated and sent.
• Invoiced: An invoice has been generated for the order.
• Paid: The invoice has been paid by the customer.
• Dispatched: The order has been handed over to the customer or a delivery company. Note: Only orders marked as paid can be marked as dispatched.

To generate an invoice for an order, click here for a detailed guide ➡️ Generate invoices for orders

By following these steps, you'll be able to efficiently create and manage orders, ensuring that you can easily bill your customers for all products and services. 👍