When finalizing an order the invoice type will switch from Order to Invoice. At that point, the customer can purchase additional items.
From the Order Module
- In the Order module, find your customer's order in the list of orders.
- Right-click on the order and choose Finalize Order. Confirm by clicking OK.
- In the Invoice module, confirm that you have on-hand all items listed in the invoice. If it includes serialized type items, make sure to scan them.
- Finalize the invoice.
From the Contact / Co. Module
- In the Contact / Co. module, find your client and click on the Order tab.
- Find the order, right-click on it and click on Finalize Order.
- Confirm by clicking OK.
- In the Invoice module, confirm that you have on-hand all items listed in the invoice. If it includes serialized type items, make sure to scan them.
- Finalize the invoice.