Sales Order Detail Page Overview

A sales order detail page brings customer details, production jobs, invoices, and payments together in one place. Use this tour to find the area you need. To search or filter orders before opening one, see the Sales Order Page Overview.

Header and statuses

The header shows the order number, customer name, order status, and payment status. Click the customer name to view their account and contact details. The order name and tags help your team identify and track the job.

Use the order status dropdown to update progress. To customize your status choices, see status settings. If you need to turn the order back into a quote, click Convert to Quote in the header.

Order details

The order details card brings together your message recipients, PDF billing contact, addresses, and warehouse. It also shows the customer PO, brand profile, Customer Portal Link, and Created By. Pencil icons mark the fields you can edit directly on this screen.

Next to the contacts, you can check issue, shipping, in-hands, and production dates. Payment terms display required deposits and payment deadlines. The totals summarize charges, discounts, tax, invoiced amounts, payments, and the balance due. Click Approval Requested to open the sales order approval request.

To make changes, see editing sales orders, customer contacts, and brand profiles.

Jobs and tasks

Each job groups one part of the order, such as event T-shirts or volunteer caps. The job header shows the job name and production status. Click the job title to see its details, services, production notes, and internal comments.

Badges below the job name summarize services, mockups, artwork approval, and production files. The task table lists task names, due dates, assignees, notes, and statuses. Click + to add a task, or open any row menu to choose Edit, Assign, Clone, or Remove. Under Line Items, you will find products, quantities, stock levels, and prices.

To manage production, see editing jobs, artwork approvals, and mockup and production files.

Internal comments

The Internal Comments tab keeps team discussion right on the order. Use this space for shop updates, such as a confirmed size breakdown or special packing instructions.

To see how comments work, see using internal comments.

Customer messages

Click the envelope icon in the header to open Customer Message. This window shows the order's message conversation and opens a composer, with recipients and attachments beside the message.

To send emails, add attachments, or message customers by SMS, see sending messages through an order.

History

The History tab logs order activity, including field changes, comments, and recorded payments. Each entry shows who made the change and when it happened.

Approvals

The Approvals card in the right sidebar brings together sales order approvals and artwork approvals, along with their current statuses. Order approval covers the order details. Artwork approval covers the designs.

To create requests, review customer replies, send reminders, or record an in-person approval, see sales order approvals and artwork approvals.

Shipments

The Shipment card lists each shipment, its current status, and item count. Open any shipment record to view delivery details and packing information.

To compare carrier rates and buy shipping labels, see getting shipping rates and creating labels. You can also find packing slips and shipment labels in the order's Download menu.

Invoice

The Invoice card lists invoices linked to the order, their payment statuses, and item counts. Each invoice row has its own actions menu to view or edit the invoice.

To see how invoices update when orders change, see managing Auto Invoice.

Purchase orders

The Purchase Orders card lists linked purchase orders and their statuses. Click + to link an existing purchase order. To start a new purchase order, select Create Purchase Order from the Quick Actions menu.

For step-by-step purchasing instructions, see creating a purchase order.

Notes

The Notes card keeps Notes to Customer separate from internal Production Notes. Each note card gives you controls to view, copy, and edit the note.

Payments

The Payments card lists recorded payments along with payment methods and amounts. Use the + menu to log manual payments received by cash, check, or other offline methods. You can check the overall Amount Paid and Balance Due in the order details card above.

To record manual payments, send payment requests, or accept portal payments, see collecting and recording payments.

Internal files

The Internal Files card holds documents attached to the overall order. Click + to upload a file, or use the actions menu next to any file to manage it. Job mockups and production files stay on the job card instead.

Quick Actions

Quick Actions is the three-dot menu at the top right of the page. It gives you shortcuts to clone or void the order, mark it as rush, create a purchase order, and send order details, payment requests, or approval reminders.

To learn more, see rush orders, sales order approvals, and payment requests. For QuickBooks connection settings, see connecting QuickBooks Online.

Downloads

The printer-shaped Download button opens the PDF menu. It groups order and invoice documents, job sheets and labels, and packing slips and shipment labels. Options include compact order documents and job sheets that include mockups.