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Overview
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Confirm orders is one of the last steps in invoices management. This article explains how to do it. |
Instructions
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Once the order is confirmed, the system will ask you for sending the invoice by email or create a new order.
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Other Options
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When the setting Ask Payment Upon Confirmation is enabledsetting /wiki/spaces/KB/pages/3335561 is enabled for a given customer, the system will ask the user to enter the paymentinformationandautomaticallyapply the payment. Image Removed Info | | icon | false
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If the user clicks on Close, the order will not be confirmed. |
Other options
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To confirm several orders at once, go to the Order Summary, select the desired orders and click on the Confirm Order gray button. Image Removed Image Added
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The system allows warning users when confirming invoices which contain products with zero price. This warning message works either if you are confirming a single invoice or multiples at once. Warning | | title | Important
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The system allows you to reconfirm orders. Once you do that, a confirmation message will appear informing you that some of the orders are already confirmed and asking you if you want to reprint the orders already confirmed. If you want to reprint the orders, write PRINT in the blank field and click on Yes, Print button. Image RemovedImage Added |
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To confirm orders from the Order Summary, click on the details icon in the Actions column for a given order and click on the Confirm Order green button. (Click on the image to see the detail). Image Removed You might be asked to proceed with the payment if the setting Ask Payment Upon Confirmation is enabled. Image Added |
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Roles enabled to perform this action: Admin, Sales Manager, Cashier, Sales, Allocations. |