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How to Create and Track a Manual Order

Orders provide a way to manage your entire order process in one place. You can create and track orders, send invoices and receipts in a text, manage shipping, and schedule follow ups.  Create manual orders if you process payment with services like PayPal.

Orders must be created and managed on your desktop or tablet. 


  • Click on Orders in the left navigation 

  • Click on New Orders at the top of the screen

  • Select Manual Order

 

  • Select Contact 

  • Enter information as needed (e.g. shipping address, order notes, and total)

  • Check Request Shipping Address, which will ask your customer to verify their address

 

  • Enter total amount

  • Enter payment URL (e.g. PayPal)

  • Click Create Manual Order

 

Your customer will automatically be texted an invoice link for payment. To learn how to change your order text alert messages, go here.


When a manual order is sent with a pay url (e.g. PayPal link), your order will automatically show as Invoiced.

  

If a manual order is sent without a pay url, you will have to manually mark the order as Invoiced.

  

When a manual invoice is paid, you will have to manually mark the order as Paid.

  

When a manual order has been shipped, it will automatically show as Shipped, and it will move from Open orders to Completed orders.

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