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.
What the order page shows
- 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.
- 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.
- Requests lists the requests that deliver the order, each with its status.
- Created from shows the quote or invoice the order came from. Show details lists its items.
- Linked Documents shows the other quotes and invoices on the same order.
- History lists every change, newest first: status changes, payments, new documents, each with the person who made it and the time.
- 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.
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.
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. |
Cancel Order | Cancels the order, with a reason. See Follow orders: fulfillment and payment. |
For a subscription, the menu works on the subscription:
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.
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
- Put a second document on the same order
- Mark a document as paid or refunded
- Sell a subscription with packages
- Archive and restore
Updated on: 09/11/2026
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