Add Order Details

How Do I Set Order Due Dates and Other Important Info?

In the top right area of the order screen, you can add important information about the order. All of these fields are editable at any time.

• Assign a user as the order “Owner”.
• Choose the Delivery Method for the order. To learn how to configure Delivery Methods in the Admin Settings, Click Here.
• Optionally, if your customer supplies their own PO Number, you can note this in the PO Number field. Most users leave this field blank.
• Choose Payment Terms that impact when your customer’s payment will be due. The Payment Due Date field will be automatically calculated based on the Payment Terms. To learn how to configure Payment Terms in the Admin Settings, Click Here.
• The created date field shows when this order was created. By default this is today’s date, but can be edited.
• The Ship By Date is the date that you will complete and ship the job.
• The In Hands Date is the date that your customer will receive the order. You can select an In Hands Date on every order, or you can choose to only put In Hands Dates when orders have a firm due date.
• The Invoice Date is the date when you will send the invoice to your customer. By default this is today’s date, but this can be edited if you typically send invoices at a later date.
• The Payment Due Date is automatically calculated based on the Invoice Date and the Payment Terms, but can be edited. If the Payment Terms field is left blank, the payment due date will be the same as the invoice date.