thread Re: How do I create an order and then checkout the customer later on? in Archived Discussions (Read Only)

How do I create an order and then checkout the customer later on?

susystamps — Fri, 02 Mar 2018 20:55:04 GMT

I would like to create an order (to fill) which would either flow through to an invoice (if needed) and/or checkout when the order is completed and paid. Is there a way to do this? The only way I’ve found is to create an invoice, but that’s not really what I want to do. I would like a separate/beginning document to start the process so I would have “orders to fill” in one location, then move them on to invoice or checkout as they are finished.

Re: How do I create an order and then checkout the customer later on?

RHatch — Fri, 02 Mar 2018 20:55:17 GMT

Once the order is done just check it out. Invoice is a option on the payment screen in point of sale

Re: How do I create an order and then checkout the customer later on?

susystamps — Fri, 02 Mar 2018 20:55:50 GMT

But see, I want a place where I could create an order versus enter it as a a sale, because many of my things are special order and not paid for until the product is finished. So, almost like a sale that's in limbo because I'm working on it...but I want to be able to enter the specifics of the order to work off of. Then it would be nice if it could flow from an order to a sale, or an invoice if I'm going to bill. Hope that makes sense!

Re: Order to invoice or checkout

RHatch — Mon, 18 Dec 2017 14:38:15 GMT

I thought you were using Open Tickets to start your order. If you use open tickets you can create your order and then process payment when you are ready.

Re: How do I create an order and then checkout the customer later on?

susystamps — Fri, 02 Mar 2018 20:56:05 GMT

That is EXACTLY what I needed. Thank you so much! 🙂