Mark an order as booked without generating an invoice
To mark an order as Booked, start by navigating to the Billing section, then select Orders. From the list of orders, choose the specific order you wish to mark as Booked by clicking on the magnifying glass icon.
After clicking on the three dots next to Create invoice, a dropdown menu will appear. From the dropdown menu, select the option Change order to "booked". This action will officially mark the order as booked in the system. After that, a confirmation prompt will appear. Click on the "OK" button to finalize the action. Upon doing so, the order will be successfully marked as booked in the system.
Additionally, marking an order as Booked allows for better organization and tracking of your orders. The order and any related meetings or resources will remain visible in your reports, providing a clear overview of all booked orders. It's important to note that the amount for the order will not be added to any invoice at this stage, ensuring accurate financial records. By storing the order with other Booked orders, you can easily access and manage all finalized transactions in one convenient location. This streamlined process helps you stay on top of your bookings and ensures efficient order management.