Able AI
Orders, invoices and refunds

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 the Offerings door → Orders and the actions offered depend on where it is. A draft invoice can be issued and sent. A live order can be advanced to its next stage, or cancelled — and a cancelled order stops there, so a paid one needs its refund as a separate, deliberate step.

02Record a payment you took yourself

When you took the money outside Able — cash at the counter, EFTPOS, a bank transfer — Record payment marks the order paid. You confirm it first, because it is a statement about the real world. The server refuses the stamp when the payment rail already owns that order, so a manual mark can never double-count a settlement that is already on its way.

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 may hand back an authorisation step to follow at your bank — until that is done the refund has started, not settled.

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.

Related articles

How do I get paid?Connect a payout account once — money moves account-to-account via Akahu.GST, invoice numbers and checkout termsWhat Organisation Settings → Checkout & tax controls.Working an itemAssignees, stage moves, tasks, notes, documents and the journey so far.How do integrations work?What connects, where tokens live, and how to disconnect.
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