Orders represent a confirmed sale — the moment a lead becomes revenue. Each order records the client, value, currency, status, and the project workspace where the work will be done.

Orders are typically created automatically when a lead is won, but can also be created manually for existing clients.

Navigate to Business → Orders in the sidebar. Youʼll see a list of all orders with their status.

Creating a Manual Order

1. Click New Order
2. Select the client
3. Enter the order value and currency
4. Optionally link to an existing project
5. Set the status and save

Order Status

Orders progress through: Pending → Processing → Completed. The status reflects where the delivery work stands.

Project Binding

Every order is linked to a project. This creates a direct connection between what was sold and what is being delivered. Project progress updates can feed back into order status.

Multi-Currency

Orders support multiple currencies. The currency is used when generating invoices and reports.

Order List

Filterable list showing order ID, client, value, currency, status, and linked project. Click any order to view details.

Status Tracking

Update order status as work progresses. Status changes are logged and visible to project managers.

Client History

All orders for a client are visible from the client detail page, providing a complete purchase history.

Lead → Order → Project Flow

1. Lead is won → Client is created (or linked), Order is created
2. Order is bound to a Project workspace
3. Project team begins work
4. As milestones complete, order status updates
5. Invoice is generated from the order
6. Payment is recorded → Accounting entries are posted

• Always link orders to projects — this ensures revenue tracking ties to actual work
• Keep order status updated so the team knows whatʼs in the pipeline
• Verify client billing details before creating an order
• Use consistent currency selection to avoid reporting discrepancies