Create a New Order via Ecommerce/Orders

Location: Ecommerce/Orders/Order Editor -> Order Type Radio Button

Overview: In the following trainings we'll look at the steps for creating a new Sales Receipt Type Order in sequential order. In this video we look at the Order Type setting where you will choose between Sales Receipt, Invoice, or Payment.

Summary for How to Create a New Order via Ecommerce/Orders:

Click New Order, next you must choose one of the following Order Types:

• Sales Receipt - this is an order to be sold now.
• Invoice - this is an order to be sold in payments and can be in the future.
• Payment on Invoice as the Order Type - this is to make a a payment on an invoice.

Note: You can create Orders in two places in your Account Manager:

• Ecommerce/Orders -> New Button
• Contact Record/View Mode/Orders Section -> New Sales Receipt Button

Click the Next Button to proceed to the next content module in sequential order, or you may jump ahead to any section of the order editor / new order process via the links below.

Help Topics on How to Create and Process an Order:

• Create a New Order via Ecommerce/Orders  
• Assign the Contact for the Order to be Sold To  
• - In the Order Editor - Add Order Items to Order  
• - In the Order Editor - Select Shipping Method  
• - In the Order Editor - Select Payment Method  
• - In the Order Editor - Apply Coupon Code Discount to Order  
• - In the Order Editor - Order Entry Submit Options  
• - In the Order Editor - Submit Order for Processing  

Related New Order Topics:

• Create Invoice Order with Pay In Full and Send Payment Link To Customer  
• Create Invoice Order with Payment Plan  
• Process a Payment Against an Invoice  
• Create Event Registration Order  
• Event Registration with Different Attendee than Payee