Orders and delivery notes
The order records what you promised. The delivery note shows what of it has been delivered - in parts too. Both are optional: an order needs no quote.
On iPhone and iPad
- 01From an accepted quote, tap Confirm order. Without a quote, open Sales > Orders and tap New order.
- 02Tap Confirm order, then Confirm.
- 03Without the Purchasing module, tap Create invoice next. ord1nary creates an invoice draft for everything still open and opens it.
- 04With the Purchasing module, first tap Create delivery, check the quantities and tap Ship - or Save as draft if it is not shipping yet. Then choose under Create invoice what gets billed.
On the Mac
- 01Choose Orders in the sidebar and click New order, or Confirm order in the quote.
- 02Confirm with Confirm order in the ⋮ menu.
- 03Without the Purchasing module, click Create invoice in the order; the draft opens.
- 04With the Purchasing module, click Create delivery in the order, and afterwards Create invoice.
Good to know
- Confirming fixes the content and PDF of the order.
- A partial delivery is normal: the rest stays open in the order. What will not come, you take out with Close remaining.
- When you ship, ord1nary takes the goods out of stock if you keep stock.
- Without orders, you create the invoice right on the accepted quote, with Create invoice in the ⋮ menu.
Common problems
- I cannot find Orders or Delivery notes.
- The area is not switched on for your company, or your account lacks the right. Ask the owner or the administration.
- How do I bill only part of it?
- With the Purchasing module, tap Create invoice and, under What gets billed?, choose for example the delivered quantity or Choose quantities. Without it, the draft takes everything still open.
Related articles
More questions
Write to us by email. Please tell us the name of your company and which device you use.