When a dealer places a PO, it lands on your dashboard instantly. Review it, adjust if needed, and send the invoice back.
Web
Go to Orders → click the Invoice tab
Find the order (search or browse by dealer name, job name, order #, or status)
Click it to open the full invoice — you'll see:
Invoice # & PO #
Job name & date created
Shipping info
Full product breakdown with pricing
Make revisions if needed. If any details need to be adjusted, such as quantities, pricing, or shipping, you can make changes before sending.
If you need to cancel the invoice entirely, click Cancel.
Once everything is confirmed and accurate, click the Send button.
Mobile
Tap Orders (bottom bar) → Invoices
Open the order — review job name, shipping, and total price
3. Need to adjust a quantity? Tap the quantity under the product → type a new number or use – / +
4. Tap See Revision to review your changes
5. All good? Tap Send Invoice
If you need to cancel the invoice entirely, click Cancel.
Order Statuses at a Glance
Status | Meaning |
Draft | Order received, not yet processed |
In Revision | Changes are being made to the invoice |
Sent | Invoice sent to the dealer |
Invoiced | Fully processed and invoiced |
Questions about processing orders or invoices? Reach out via the chat on the website or inside the app. We’ll be happy to assist you.