Orders Module
Orders contain details about services a customer has purchased, such as Subscription, pricing, and other details. An order also indicates when charges are billed and other information for billing purposes. A new order can be saved in Draft status and manually confirmed later. Saving an order in Draft status allows you to review the order for accuracy and make any needed edits to the order header or order items before it is placed. Your customer must have a billing account before you can enter an order.
Orders can be created in either the Customer Billing or Accounts application.
If you use the Invoicing Service Groups feature, you can assign ordered items to an Invoicing Service Group as part of configuring the item. Then, when invoices are generated, all the charges for active services within an Invoicing Service Group are invoiced together. Invoicing Service Groups are available to be selected as part of ordering an item, but also once the order has completed, they can be edited on active services as long as there are not bill cycles running that include charges for the active service.
The Orders module lists all orders created for all billing accounts. You can search for an order with the search field to easily find a specific order (refer to Search Feature for more information).
Refer to the following topics for additional information about about working in the Orders module:
Topic updated: 04/2025.