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Open orders

6 min read

How to use the "Open orders" page #

This page allows you to view, manage, and export your newly received orders to your accounting software.

Follow the steps below to learn how to navigate the page.

Step-by-step guide #

1. Visit the Open orders page

  • Click on the navigation bar.
  • Select “Orders.”
  • Select “Open orders.”
    • All open orders are listed here.

2. Open invoices, export orders, or push to accounting platforms

  • Download an order invoice
    • Locate the order you want to download an invoice for.
    • Press the icon under “Download.”
  • Export orders
    • Use the checkbox next to each order to select orders you want to export.
    • Once selected, click the export option (e.g., “MYOB” button) to send the order details to your connected accounting software.
  • Push orders to Xero
    • Tick the checkbox to the left of the order of you choice.
    • Select the status of the order from the dropdown labelled “Push selected.” orders to Xero as.”
    • Press “Export orders.”

Tips #

  • What each field means:
    • Order Number: Unique ID assigned to each order.
    • Customer Name: Name of the customer who placed the order.
    • Created Date: Date the order was created.
    • Payment Due: Due date for payment, if applicable.
    • Total: Total amount for the order.
    • Paid: Indicates whether the order has been paid.
    • Dispatched: Status of the order’s dispatch.
    • Payment Type: Method used for payment (e.g., Credit Card, PayPal).
    • Download: Option to download a copy of the order details.
  • Filter by date:
    • Consider sorting by the “Created Date” column to view the most recent orders first.
  • Verify payment status:
    • Always check the “Paid” status before dispatching to avoid any issues with incomplete payments.

The "Open orders" page lets you view and export new orders, while checking payment status. #

To discover how to push your orders to MYOB or Xero, check out our Accounting knowledge base page.