How to Create a Manual Order

What This Is

A manual order is used when you are ready to lock in a booking for a customer.

This typically happens when:

  • A customer calls you
  • You take payment over the phone
  • You want the order to immediately go on your calendar

Once created, a manual order is considered confirmed and scheduled.

Manual Orders vs. Quotes (Important)

  • Manual Order
    • You are creating the order for the customer
    • You can collect payment (including credit card over the phone)
    • The order is immediately added to your calendar
    • The customer is not sent a checkout link
    • The customer does not explicitly accept terms via checkout
      • You should include language in your terms stating that placing an order means agreeing to them

  • Quote
    • This is an estimate sent to the customer
    • The customer must:
      • Open the link
      • Enter payment (if required)
      • Accept terms and conditions
    • The order does not go on your calendar until the customer completes checkout
    • Until then, it stays in the quote list

Steps

1.    Go to Orders → Quotes/Manual Order → Add Quote/Manual Order

2.    Search for the customer or create a new customer profile

3.    Set:

    • Delivery date
    • Delivery time
    • Pickup time

4.    Select the product(s) being rented

5.    Choose the payment method

6.    Review the order total

7.    Create the order

Payments (Manual Orders Only)

  • The payment methods available here are based on:

    Website → Checkout Settings

  • If you have credit card, cash, check, or custom methods enabled, they will appear here
  • The deposit will automatically populate based on your deposit settings
  • You can:
    • Change the deposit amount
    • Set it to $0
    • Charge up to 100% of the order

What Happens Next

  • Manual Orders
    • Immediately appear on your calendar
    • Are considered confirmed bookings
  • Quotes
    • Stay in the quote list
    • Only move to your calendar once the customer completes checkout

Customer Profile Requirements

The customer must have:

  • First and last name
  • Delivery address
  • Phone number

If any of these are missing, the order cannot be created.

When to Use Each

  • Use Manual Orders when:
    • You’re on the phone with a customer
    • You’re ready to confirm the booking immediately
  • Use Quotes when:
    • You want the customer to review pricing
    • You want them to complete checkout themselves