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> Use this file to discover available pages before exploring further.
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# Use the order page

Every sale in Zendo becomes an order, and the order page holds the whole story of that sale in one place: what was sold and for how much, how it was paid, which requests deliver it, which quotes and invoices belong to it, and who changed what, and when. Open an order from **Sales › Orders**, from the client's profile, or from a request that was created by the purchase.

![The order page: the header with Edit name (1), General information (2), the requests that deliver the order (3), the document it was created from (4) and the client (7).](https://getzendo.io/wp-content/uploads/2026/11/kb-b12-order-page-v2.webp =788x484)

## What the order page shows

1. **The header** shows the order's name with **Edit name**, the amount paid, and two statuses: the payment status, such as **Paid**, and the fulfillment, such as **In progress**. The link icon copies the order's address, so you can paste it into a message or a note.
2. **General information** lists the price, the payment date, where the order came from (**Source**: Front Desk, Quote or Invoice), the service and its type, the payment method and the order number. **View details** shows the payment instructions of a manual payment method. **View submitted Order form** opens the client's answers, if the service has an Order Form.
3. **Requests** lists the requests that deliver the order, each with its status.
4. **Created from** shows the quote or invoice the order came from. **Show details** lists its items.
5. **Linked Documents** shows the other quotes and invoices on the same order.
6. **History** lists every change, newest first: status changes, payments, new documents, each with the person who made it and the time.
7. **Client**, on the right, shows who the order is for, with **View as client** and **Message client**. The icon at the top right hides and shows this panel.

## Connect requests to the order

The order's **Fulfillment** follows its requests: when the requests are completed, the order is delivered. So the work that delivers the order should be linked to it.

- **Create Request** opens a new request for this client, already linked to the order.
- **Link existing** lists the client's requests. Tick the ones that belong to this order and select **Link selected**.
- The **⋯** menu of a linked request has **Go to Request** and **Unlink from Order**.

An order without requests has no work to follow, so you set its fulfillment yourself from the **⋯** menu. See [Follow orders: fulfillment and payment](https://help.getzendo.io/en/article/follow-orders-fulfillment-and-payment-1oq1mqu/).

## Add quotes and invoices

Select **+ Link document** under **Linked Documents** to add another quote or invoice to the order, for example the second instalment of a job or a quote for extra work. See [Put a second document on the same order](https://help.getzendo.io/en/article/put-a-second-document-on-the-same-order-1j5irqe/).

![Created from (4), Linked Documents with Link document (5), and the order's History (6): who changed what, and when.](https://getzendo.io/wp-content/uploads/2026/11/kb-b12-order-history-v2.webp =480x414)

## The order's ⋯ menu

For a one-off order:

| Action | What it does |
|---|---|
| **Edit name** | Renames the order. The client sees the new name too. |
| **Mark as delivered** | Sets the fulfillment to **Delivered**. Available only when no request is linked, because linked requests decide it. |
| **Stop** | Sets the fulfillment to **Stopped**, for work that ended without being delivered. |
| **Archive** | Moves the order to the archive of the Orders list. See [Archive and restore](https://help.getzendo.io/en/article/archive-and-restore-9acthu/).|
| **Cancel Order** | Cancels the order, with a reason. See [Follow orders: fulfillment and payment](https://help.getzendo.io/en/article/follow-orders-fulfillment-and-payment-1oq1mqu/). |

For a subscription, the menu works on the subscription:

![A subscription order: Cancel subscription and Mark it paid in General information, and the subscription actions in the ⋯ menu.](https://getzendo.io/wp-content/uploads/2026/11/kb-b12-subscription-menu-v2.webp =669x333)

| Action | What it does |
|---|---|
| **Create Request** | Opens a new request for the subscriber, linked to the subscription. |
| **Payment information** | Shows the payment instructions the client got, for a manual payment method. |
| **Mark it paid** | Records the payment for the current period, when the client pays by a manual method. |
| **Cancel subscription** | Ends the subscription. |

**Last payment**, **Upcoming payment** and **Ends on** in **General information** tell you where the subscription stands. If pausing is turned on for the package, the subscription can also be paused and resumed. See [Sell a subscription with packages](https://help.getzendo.io/en/article/sell-a-subscription-with-packages-1dy3i96/).

## Use the history to answer questions

When a client asks "when did we pay?" or a teammate asks "who closed this?", the **History** answers without anyone having to remember: each entry has a date, a time, a person or **System**, and what changed. Payments recorded by hand, documents created from the order and status changes made by automations all appear there.

## Related

- [Follow orders: fulfillment and payment](https://help.getzendo.io/en/article/follow-orders-fulfillment-and-payment-1oq1mqu/)
- [Put a second document on the same order](https://help.getzendo.io/en/article/put-a-second-document-on-the-same-order-1j5irqe/)
- [Mark a document as paid or refunded](https://help.getzendo.io/en/article/mark-a-document-as-paid-or-refunded-xqxof3/)
- [Sell a subscription with packages](https://help.getzendo.io/en/article/sell-a-subscription-with-packages-1dy3i96/)
- [Archive and restore](https://help.getzendo.io/en/article/archive-and-restore-9acthu/)