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How to Edit Order for Billing
How to Edit Order for Billing
Change orders on the fly and create new orders for invoicing
Gabriel Buck avatar
Written by Gabriel Buck. Updated over a week ago

Starting Off

  1. Inside of the delivery account for the client go to the Delivery Options section and turn Require Order to "Yes".

Change the require order option to yes.

2. Go into the Orders section of your client.

Go to the orders section.

3. Click Create to begin adding an order to this clients delivery account.

Click the create button.

4. Give the order a name and description that matches what the client will be receiving with this order.


5. Select the Start Date and End Date for this order if applicable.


6. Select the renewal action for this order and if you want the system to auto charge upon renewal.


7.  Within this order you are allowed to:

  1. Set a maximum return percentage
    OR

  2. Remove the percentage completely and allow your client to return any amount of leads back tied to this order.

Order details menu.

8. The Order ID for this new order will be generated automatically.

Adding an QTY Item to your clients order

  1. Click Add

Adding a quantity item.

2. Select Quantity Item


3. Select the delivery account this order is to be tied to.

Selecting a delivery account.


4. Input the QTY that you will be putting in for this order. The system will automatically compute the total price for this order item.

Setting the price.

  1. Click OK

  2. Click Save

Adding an Dollar Item to your clients order.

  1. Click Add

  2. Select Dollar Item

  3. Select the delivery account this order is to be tied to.

  4. Input the dollar amount that you will be putting in for this order. The system will automatically remove from this amount every time a lead is sent.

  5. Click OK

  6. Click Save

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