Panelr

Create an order yourself

You can make an order for a customer yourself. Use it when someone pays you directly or asks you to set them up.

The Create Work Order dialog: order type, customer, service and product
  1. Go to Orders and press New Order. Or press New Order on the customer's page.
  2. Choose the Order Type: New Activation, Renewal, New Trial or Trial Upgrade.
  3. Pick the customer, or Add a New Customer.
  4. Pick the Service, then the Product. Add another plan puts more than one in the same order.
  5. Press Create Work Order.

The order opens. From there, send a payment request, or confirm the payment and activate it. See Confirm a manual payment.