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Orders and hardware

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Invoice customers for phones and accessories, and check whether a hardware order has been dispatched and how to track it.

When a customer needs phones or accessories, you create a hardware invoice for them. Once it’s paid, the equipment is dispatched and the tracking details appear on the invoice.

Create a hardware invoice

Section titled “Create a hardware invoice”
  1. Go to Invoices › Customer invoices and click Add to open the invoice builder.
  2. Choose the Customer. The Due Date is filled in from the customer’s payment terms; change it if you need to.
  3. From Available Products, drag the phones and accessories to Attached Products.
  4. Check the Quantity and Sell Price of each line.
  5. Click Create.

A quicker way: go to Equipment, select a product and click Order equipment. The invoice builder opens with that product already added, and you can drag more products across. On Equipment you can also see the Buy Price, your Margin and the Sell Price of each product.

Check whether an order has been dispatched

Section titled “Check whether an order has been dispatched”
  1. Go to Invoices › Customer invoices and select the hardware invoice.
  2. In the details panel, check Is dispatched, and the Dispatched column for each line item.
  3. Look in Shipping/tracking details for the tracking number.

If Shipping/tracking details shows a ticket number instead of a tracking number, contact the support team with that ticket number to get the tracking number. See support tickets.

Check it works

Section titled “Check it works”

The invoice shows in the Customer invoices list, and the customer sees it as an open invoice in their portal.

Next steps

Section titled “Next steps”