Additional Functions

Right clicking on an order's rows open up the action menu, that lists down several options available for the order.

Pay Invoice

This option is only available for unpaid non-refund invoices for users with relevant permissions. Clicking this option opens up the payment form on the Invoice View Popup for Invoice Payment

Refund Invoice

This option is only available for unpaid refund invoices for users with relevant permissions. Clicking this option initiates the Invoice Refund flow.

Approve Invoice

This option is only available for unapproved invoices for users with relevant permissions. Clicking this option initiates the Invoice Approval flow.

Email

This option opens up a menu that displays several emails where a copy of the order can be emailed to. If needed, a custom email option is also available. This action is available on all tabs.

Download Invoice PDF

This action (formerly labelled View Summary as PDF) downloads the invoice PDF sent to the customer instead of opening it in a new browser tab — a confirmation tab briefly opens reading "Your download has started" with the saved file name, and can then be closed. This action is available on all tabs.

View Summary as HTML

This action open up the order in HTML format on a new browser tab. This action is available on all tabs

Journal

This action opens up the Journal Popup, where user can view changes to the order and email dispatches against the order. This action is available on all tabs.

Work Logs

This action opens up the Work Logs Popup. Work Logs are a method of tracking info, processes and time logs against an order.

Mark As Void

Clicking the purple delete icon button triggers a prompt, asking the user to input a reason for invoice deletion.

Once a reason is entered and submitted, the order will be deleted from the list of orders. This action is only available on the Quotes and Reservations Tabs.