🔍 Order details
In 30 seconds
- At the top: title, price including tax, payment status, the invoice (if you invoice) and the progress line.
- Tabs: General, Dates, Shipping, Notes and History; plus Quote and Invoices when they apply.
- Payment and invoice are never marked on their own because of each other: BolloPrint asks you.
- The carrier is chosen from your workshop's list.
The header
Clicking an order in the list opens its full view. At the top you see the title or description, the sale price, the payment status and the progress line.
- The price: the large figure is the total including tax (price, shipping and tax). Below it you'll see how it's made up, for example £17.00 + VAT 20% (£3.40); the first figure is price plus shipping. Without tax, you'll see No tax configured in amber and the figure is just the price; next to it, Set up → (if you can access Settings) or a ? telling you to ask the workshop owner. The margin is always on the price excluding tax. In another currency, see Documents in another currency.
- Payment: a new order shows as PAYMENT PENDING. Click that button to change the payment status.
- The invoice: if your workshop invoices, under the price you'll see Not invoiced, Draft invoice or the number with its payment status (Pending · due …, Overdue · N days, Paid · … or Credited). Clicking it takes you to the Invoices tab.
- The progress line: click an icon and the order moves to that state.
| If you mark… | BolloPrint asks |
|---|---|
| The order as paid, with an issued, unpaid invoice | "Invoice paid?" |
| The invoice as paid | "Order paid?" |
One is never marked just because of the other.
Below the progress line are the tabs:
| Tab | When it appears |
|---|---|
| General, Dates, Shipping, Notes, History | Always. |
| Quote | If the order was created from a quote. It goes between Shipping and Notes. |
| Invoices | If invoicing is available in your workshop's country. It goes just before Notes. |
General
- Left panel: sales channel, customer (editable), general description and attachments. Open customer record opens their record without leaving the order: the quickest way to complete a missing detail, for example to invoice them.
- Right panel: the items with thumbnail, quantity and price breakdown. They're added with Product (from the catalogue) or Custom.
- Financial summary: cost and shipping cost; the Discount (in £ or %) with its Reason; the margin and the Subtotal, which is the sum of the items minus the discount and is calculated automatically; and the Tax % (or its name, for example VAT %) with the Total including tax. Next to it, the order's Currency. On an order from a shop (Etsy) the discount can't be edited: the price is the shop's.
Each order carries a single tax, and shipping is part of its base. The fields and the notices (customer from another country, tax not configured) are the same as on a quote: see Creating and editing a quote.
Dates
Five independent dates: Creation date, Deadline, Payment date, Dispatch date and Completion date.
If you invoice the order, the invoice's date of supply is the Dispatch date; if there is none, the Completion date, and if there is neither, the invoice's issue date.
Shipping
| Field | What it is |
|---|---|
| Carrier | One of your workshop's active carriers. |
| Tracking number | The package's code. |
If the carrier has a tracking URL template, saving the number brings up Track shipment, which opens the tracking page.
There's no "Other…" option
You can only choose carriers from the list; they can't be typed in by hand. If one is missing, an Administrator or Owner adds it under Settings → Operations → Shipping carriers (see Carriers) and you come back to the order.
Quote
Only if the order was created from a quote (see Quotes). In the header you'll also see the From quote #N chip.
- The source quote: number, state, validity and acceptance date, with the Open quote button.
- The Quote versions list, with all those generated there. Above it, it says which one the customer accepted, for example v2 accepted (or Accepted with no version generated), and that row carries the Accepted tag.
From here you can only view (download) each PDF; restoring, deleting or regenerating is done on the quote. It's not a copy: if you generate another version there, it shows up here.
Orders don't generate quotes
An order is already a sale, so it doesn't have a quote of its own. To make an offer before it exists, use Quotes: when the customer accepts, the order is created on its own.
Invoices
This is where this order's invoice lives: a single live one per order (plus, where applicable, the credit note that cancels it). It's created as a draft with Create invoice or Simplified invoice, reviewed and issued; an issued one can't be edited or deleted. If your plan doesn't include it, the tab tells you ("Your plan does not include invoicing"), and if nobody has turned it on, the owner sees Activate invoicing here. All the detail is in Invoices and Creating and issuing an invoice.
Notes
The team's internal comments: you can add, edit and delete notes. The customer never sees them.
History
Who changed what and when in this order, including changes to the tax (rate and name). Changes coming from a marketplace also appear, flagged as such. If a change came in through an integration, you'll see the name of the API token that made it instead of a person.