Use the Orders List to manage your quotes. 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 Invoice 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

Click this button to create a new order.

Run Selected Order

Click this button to run selected order.

Create Invoice

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

Edit Schedule

Click this button to modify the order schedule details.

Edit

Click the Edit icon to edit the associated order.

Print

Click the Print icon to print the order.

PDF

Click the PDF icon to save the order as a PDF file on your computer.

Delete

Click the Delete icon to delete the associated order.