Create a Credit Order

Use these steps to create a new credit order that includes important customer details and order lines.

To create a credit order:

1. Under the Credit Orders menu section, go to Credit Orders.
2. Click + New Credit Order.
   The New Credit Order wizard displays.
3. Select a customer name or number.
4. Select a company name or number.
5. Select a job if you want to link a credit order to a job.
6. Select a task if the credit order is assigned to a job.
7. Select the Credit in Job Cost checkbox credit the order in Job Cost.
8. Click Create.
   Maconomy automatically navigates to the credit order you just created, and saves your changes.
9. To add a credit order line, click + Add Credit Order Line.
10. Fill out the fields as needed.
11. Click Save or press ENTER.