Orders, invoices and refunds
The order lifecycle, invoicing by hand, and recording money you took elsewhere.
01What you can do to an order
Open an order from Orders in the Offerings door and the actions offered depend on where it is.
- Issue and send
- Turns a draft invoice into a numbered one and emails the paper to the customer, who can also pay it from their Purchases page.
- Send
- Emails an issued invoice again, any time.
- Record payment
- Marks an unpaid order paid when you took the money yourself.
- Cancel
- Stops a live order. A cancelled order stops there, so a paid one needs its refund as a separate step.
- Refund
- Sends the money back to the customer through Akahu.
02Record a payment you took yourself
When you took the money outside Able, such as cash at the counter, EFTPOS or a bank transfer, Record payment marks the order paid. You confirm it first, because it is a statement about the real world.
03Invoicing by hand
New invoice raises one without a checkout: pick or create the customer, attach an offering or type the lines yourself, set the terms and a reference. Invoice numbers are issued by the server, gap free, and are never editable. You choose the prefix and the sequence is the server’s to keep.
04Refunds
Refunding sends money back, so it asks you to re-verify your sign-in first. The refund then opens your bank page for you to authorise it. Until that is done the refund has started, not settled, and opening the order again reminds you.
05The order is also a flow item
Every order has a matching item on the flow that sold it, and the dialog links straight to it. Fulfilment happens in the flow; the order is the money side of the same event.