The Add/Edit Order window is where you fill in the details for the order. To access the Add/Edit Order window, click Add New Order from the Order List or click the edit icon of an existing order. Users with viewer-only privileges will be unable to edit order details.

Customer

Choose the Customer from the pull down list, or enter a new customer.

Date

Select the order date.

Quote Number

Choose an existing quote from the pull down list, type in a new quote number, or leave blank if you are not generating an order from an existing quote.

Terms

The payment terms are used to calculate the payment due date.

Days

Enter the number of days provided to the payer within which payment must be issued to the payee. This field is enabled when you choose the "Pay in Days" option as the payment term, above.

Ship By

Select the shipping method from the drop-menu, or enter a new shipping method. The Ship By detail will be printed on the order for customer reference. Leave this blank if not required.

Tracking Ref No.

The tracking reference number refers to the shipping method, and is printed on the order for customer reference. Leave this blank if not required.

Customer PO No.

The customer purchase order number is printed on the order and on the statements for customer reference. Leave this blank if not required.

Salesperson

Enter the salesperson for this order.

Tax

Select the special sales tax exempt option if this is a customer who is sales-tax exempt (a foreign customer, for example).

Bill To

Enter the address the order should be sent to.

Ship To

Enter the address the products should be sent to. Leave this blank if this is not required.

Comments

These notes are printed on the bottom of the order.

Private Comments

These are notes for internal use only - they are not printed on the order.

Order Items

This is the list of items on the order. Click Add Item to add a new item, or edit and delete existing items.

Add Flat Discount

Click on this button to add a flat amount as a discount to the entire order.

Add Percentage Discount

Click on this button to add a percentage-based discount to the entire order.

Add Discount per Item

Click on this button to enable the discount column for each item on the order. Line item discounts must be entered as a percentage.

Subtotal

This is the total without the tax calculations.

Total

This is the sales tax and total display. If you think the sales tax calculation is wrong, please see the Tax tab of Options to configure sales tax rates.

Record

Click on this button to Record the order.

Save as Draft

Click on this button to save the order as a draft.

Save as Recurring

Save the order with a schedule of when and how often it is to be sent. When the order is due to be sent, Express Invoice will first confirm that the order is to be sent then automatically send it using the method was last used (i.e., Print, Email or Fax).

Record and Print

Click on this button to Record the order and open the print dialog to print the order.

Record & Fax

Click on this button to Record the order and fax a copy to the customer.

Record & Email

Click on this button to Record the order and email a copy to the customer.

Change the name of customer 'Old' to 'New'

Updates the 'Old' customer name to 'New'. (Desktop version only)

Create a new customer 'New' leave 'Old' as it is

Automatically creates a 'New' customer. (if available)

Do nothing

Don't save customer information and continue editing. (if available)