Use the Sales Orders List to manage your orders. To get here, click the Orders link in the web interface control panel, then select a range of orders to view based on time period. Here, you will see a list of all the orders Express Accounts has created.

You can refine the contents of this list by using the tabs at the top of the page to select Recorded, Draft, Draft & Recorded or Recurring orders. You can use the Period selector to filter the listed orders by date, and the Start and End date pickers can be used to fine tune the date period. The Customer selector can also be used to further restrict the order selection to a specific customer. Click Update to filter the orders based on the criteria you selected. Users with viewer-only privileges will be unable to add and delete orders.

Add New Order (not available on the Display Recurring tab)

Click this button to create a new order.

Run Selected Order (Display Recurring tab only)

Click the Run Selected Order button to generate all currently due sales orders for the selected recurring sales order, according to its schedule.

Create Invoice (not available on the Display Recurring tab)

Click the Create Invoice icon to convert the order into an invoice.

Schedule (Display Recurring tab only)

Click the Schedule button on the toolbar to view and/or change the schedule for the selected recurring sales order, or to change the action taken when the order is generated (email, fax, print, save, etc.).


Click the Edit icon to edit the associated order.


Allows you to save your Order as a .pdf document.


Click the Delete icon to delete the associated order.