Orders and payments
Booked orders, changes, deposits, card payments, refunds and invoices.
- OrdersA booked quote becomes an order: the stock is held, the delivery and pickup are made, and the money is tracked to the last dollar.
- The on-site contactName who will be on site as a contact of their own, and let them get the same delivery and pickup updates as the client.
- Change an orderAdd, remove or change items on a booked order; the stock, the totals and the balance follow at once.
- Change event datesMove the event, the delivery or the pickup on an order; the tasks on Dispatch move with it and the stock is checked again.
- Cancel an orderSet the order to Cancelled; its tasks come off Dispatch and its stock is free again. Money is refunded separately.
- Take a paymentTake a card or bank payment over the phone through Stripe, or record cash and checks, right on the order.
- Deposits and balancesSet your deposit and when the balance is due; every order then says what is owed, by when, and whether it is late.
- Give a refundRefund a card or bank payment back through Stripe from the order, or record money you gave back in cash or by check.
- Send an invoiceDownload the order's invoice PDF or send the client their order link, which shows the invoice and lets them pay.
- Client forms and signaturesThe client signs the quote online, then signs a delivery or pickup receipt on the crew's phone or from a link, and gets a signed copy.
- Damaged and missing itemsThe crew count what comes back at pickup; anything not found or broken stays held out of stock until the office decides on it.
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