Create a manual order and send a payment link

Create an order for a customer who contacts you directly, then let them pay using an emailed link.

What to do

1. Open OrdersMore order actionsCreate order.
2. Choose Quick create to build an order from scratch, or Attach to a drop to use a live or scheduled drop’s menu, stock and collection arrangements.
3. Choose the customer. Use Create a customer if they do not already have a record; a payment-link order needs their email address.
4. For Quick create, set the location, date, start and end times. For a drop order, choose the drop, collection window and collection time.
5. Choose Add item and select the products. Use Modify on a line to check the available choices, quantity and item note.
6. Enter an optional note for the whole order, then choose Continue.
7. Review the subtotal, customer fee and total. Go Back if anything needs changing.
8. Choose Create and send payment link when you are ready to create the unpaid order and email the customer.
9. Check its payment status in Orders. It counts towards prep only after payment is confirmed.

What happens next

The customer receives a secure payment link; the order initially waits for payment.

Good to know

An order attached to a drop reserves its inventory and collection time. Review the line’s selected options rather than assuming the first default choice is what the customer requested.