User guide

Orders & invoices

Taking orders, pricing, fulfilment, and the invoices behind them.

• Creating an orderThe checkout page, end to end.
• How pricing worksSubtotal, discounts, charges, tax and store credit — in that order.
• Order statusThe order lifecycle and what each status allows.
• Payment statusPayment states per method, and the dialogs Paid, Partially paid and Pending open.
• Recording payments & depositsPayments as rows: recording, voiding, deposits set by hand, and refunding an overpayment.
• Fulfilment status & typesAvailable on Solo and aboveIn-store, pickup, takeaway, delivery and dine-in.
• Dine-in & tablesAvailable on Solo and aboveTable management for dine-in orders.
• The fulfilment boardAvailable on Solo and aboveMoving orders through fulfilment on one board.
• Editing & cancelling ordersWhat can change after an order is placed — and what cannot.
• How invoices workPro-forma and issued invoices, numbering, and why issued ones never change.
• Correcting an issued invoiceReissuing: the correction is a new document.
• Sharing invoices & payment linksPublic links, and why the whole link matters.