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.
How to Create a Manual Order
Click on Orders in the left navigation
Click on New Orders at the top of the screen
Select Manual Order
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.
How to Track a Manual Order
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.