An advance order is created when a customer wants to book an order in advance for any occasion. These type of orders will come under the Advanced Order. If we convert this Advance Order into a Sales Bill, then the payment process will be completely contactless. You can share the sales bill with the customer and he can pay from home itself. This feature will be more beneficial in this pandemic situation.

Benefits:

• By converting the Advance Oder to a sales bill using ServQuick, the payment process will be completed smoothly with less time consumption and no effort required as we don't have to register the customer details from the beginning. We can just select the customer from the Recall advance order option.

• You can mail the invoice of the advance order to the customer directly so that they can check it whenever required. This increases transparency with your customers and gains you more loyalty. 

Steps to convert an Advance Order to a Sales Bill in ServQuick

Step 1: Go to Sales > choose the Sales option under it

Step 2: Select More option provided in the top right corner of the sales bill screen

Step 3: Select the Recall Advance Order option

Note: This Recall Advance Order option will not be visible if you have added any customers or added items to the cart.

Step 4: In the displayed screen, you can see all the advanced orders done so far. You can also use the smart search option to search for the order by entering the customer number/customer name

Here, you can delete any desired order, mail the advanced order to the customer, and also print the order if needed.

Step 5: Choose the desired order > click on Add to Cart

Now the order will be loaded in the sales bill screen.

Step 6: Click on the pay and select the option called Tender to complete the payment process

Step 7: Enter the valid Mail id and click on Done

Now your Advance Order will be converted to a Sales Bill successfully.