Orders: Creating an Order

Creating an Order

  1. Navigate to Financial > Orders.
  2. Click on the Actions drop down > Create Order button.
  3. Fill out the required and optional information as necessary. Note that Contact is a required field. 
    1. To find a contact, enter the name of the person or company who the order is being created for into the Contact: search box and then select the correct name from the list presented.
  4. Use the ‘Add a Fund’ or ‘Add a Fee’ drop downs to add line items (chargeables) to the order.
  5. Select the Invoice Now and Send email invoice check boxes if you would like to create an invoice and email it to the contact that the order is being created for.
  6. Select the Save Order button. 


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