Order details

An order has no dialog of its own: its details are the expanded row on Orders. Open Finance > Orders, find the order (search by Order reference or client name in Find order), then click the row's chevron or double-click the row.

The expanded row shows:

• the line items — Category, Description, Quantity, Discount and Gross; a voided desk order shows none;
• Tags and timestamped Notes, stored with the panel's Save button (saving needs Manage on Clients or on Configuration & settings, or the Billing contact role; notes cannot be edited or deleted afterwards);
• who created and last changed the order, and a History button when your organisation keeps record history and you hold the Audit log right.

Nothing in an order can be changed: there is no editor for marking it paid, changing its total, adding items or deleting it. Money owed for a place booked to pay at the desk is recorded with Take payment on the session's participant list or in the Agenda, which settles or voids the unpaid order (see Unpaid desk orders). Refunds are made by cancelling the booking (see Cancel or refund).

The row's PDF icon downloads the receipt or credit note. To check whether the order is paid and what it paid for, follow its Order reference to Payments and see Review orders and payments.