Create & fulfil

Find orders, invoices and register sales

Use one ledger to follow the full transaction history.

1 min readUpdated
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Step by step

  1. Open Orders.
  2. Use Ledger view to choose all documents, back-office orders or register sales.
  3. Search by document number or a provisional PS- reference.
  4. Open the order to review Total, Paid, Balance, payments, fulfilment and any reversals.

Good to know

Provisional references can resolve to a final shared document number after sync. Do not create a duplicate just because the provisional reference changed.

Open in PatoHQ (opens in a new tab; sign-in may be required)

Available actions depend on your role, enabled modules and plan.

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