Creating Orders & Bookings

New Order #ORD-00142 CLIENT Acme Corp · John Smith ITEM QTY PRICE TOTAL Website Design Package 1 £2,400.00 £2,400.00 Monthly Hosting 12 £29.99 £359.88 TOTAL £2,759.88

Managing Your Orders

Orders represent confirmed work – whether that's a booking, a project, or a service engagement.

Order Lifecycle

Orders progress through these statuses:

  1. Enquiry – Initial contact or interest
  2. Quoted – A quote has been sent
  3. Confirmed – The client has confirmed
  4. Deposit Paid – Initial payment received
  5. Invoiced – Full invoice sent
  6. Completed – Work finished

Creating an Order

  1. Go to Orders and click Add Order
  2. Fill in the details:
    • Client – Select the client
    • Order Name – A descriptive name (e.g., “Smith Wedding Reception”)
    • Venue – Where the event/work takes place
    • Event Date – When the event or work is scheduled
  3. Add Line Items:
    • Select products from your catalogue or enter custom items
    • Set quantity, unit price, and tax rate
    • The total is calculated automatically
  4. Click Save

Order Numbers

Order numbers are auto-generated using a configurable prefix (e.g., ORD-001, ORD-002). You can change the prefix in Settings.

Converting Orders

You can convert an order to a quote when you need to send a formal proposal. You can also create an invoice directly from an order when you're ready to bill.