Creating Orders & Bookings

Orders track confirmed work, bookings, and engagements. They can be created manually, generated automatically from accepted quotes, or converted from enquiries.

Creating an Order

There are several ways to create an order:

From a quote – when a client accepts a quote, an order is automatically created with all the line items
Manually – go to Orders > + New Order to create one from scratch
From the deal – create an order directly linked to a deal

Order Fields

Order Number – auto-generated with a configurable prefix (e.g. ORD-001)
Client – the client this order belongs to
Event / Order Name – a descriptive label
Line Items – description, quantity, unit price, and any custom fields
Discount – flat discount amount
Terms & Notes – terms of service and internal notes

Status Workflow

Orders progress through these statuses:

Enquiry – initial interest, not yet confirmed
Quoted – a quote has been sent
Confirmed – the client has agreed to proceed
Deposit Paid – an initial payment has been received
Completed – the work is finished

Completed orders cannot be deleted to protect your records.

Linking to Deals

Orders can be linked to deals, giving you a clear connection between the sales pipeline and confirmed work.

Uploading Agreements

You can upload a signed agreement document (e.g. a scanned contract) to an order. This updates the order status and stores the file for reference.

Creating Invoices from Orders

Click Create Invoice on any confirmed order to generate an invoice with all the line items pre-filled. This saves time and ensures consistency.

Consolidated Invoices

For parent clients with multiple sub-client orders, you can create consolidated invoices that combine line items from several orders into a single invoice.