Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Create an Order
Create an order for a client by hand, with pricing, details and team, and its invoice.
Create an order yourself when a client orders by email, phone or in person. An unpaid invoice is created with it, so you can bill straight away.
Overview
This guide goes through the Create order form, section by section.
Who Can Access
Team members need the Create Orders permission.
Step-by-Step Guide
Open the form
Go to Orders and click Add Order, or use New Order in the + menu at the top.
Choose the client and service
Pick the client under Select Client and what they are ordering under Select Service. Only active services are listed. If the service has pricing options, choose one.
Pricing shows the service price. Add a Discount ($) or Tax as a fixed amount or a percentage. The total must be more than zero. Order Summary shows what will be created.
Add the details
Set the Due Date (a week from today to start with), add Internal Notes that only your team sees, and add Tags. Under Project Details, add information for the job; Add more fields adds extra fields.
Assign the team
Under Team Assignment, tick the team members and remote members who will work on it. Only active or approved members are listed.
Create the order
Click Create Order. The order starts in your initial order status, or in Pending if the service has an intake form for the client to fill in. An unpaid invoice is created with the due date you set. Assigned members get a notification; the client doesn’t get an email.
