Create an order from a client record

In Heyquip: Clients > People or Businesses

You will have a new order for the business, started from its own record.

Steps

1. Go to Clients > Businesses and open the business's record.

2. Find the Orders card on the record.

   

3. Click Create an order.

   

4. The new order opens with the business already attached.
5. Continue building it as usual, for example by adding a rental or sale item.

When you finish, the new order is tied to the business.

Good to know

• A Person (individual customer) record has the same Create an order button on its Orders card.

Related tasks

• Start an order from the customer
• Add a client to an order