Open an order and go to Order Items & Payments.
Add and Edit Items
- Add Product Item: choose a product, package, or add-on from your catalog. Pick a tier or variant when offered, and set the quantity.
- Add Custom Item: a one-off line with name, price, payout, quantity, and duration.
- Edit an item: change price, payout, duration, quantity, square footage tier, or variant, and set an item-level discount (Percentage (%) or fixed amount). Item discounts apply only to that item's full quantity.
- Remove: removed items move to Deleted Items, where you can restore or permanently delete them until you save.
Discounts and Coupons
Select Add Discount to open Add Discount or Coupon:
- Select Coupon to apply a saved coupon. Coupons limited to other products are hidden.
- Or enter a Discount Name (Optional), Discount Type, and value for a one-time discount.
- Create New Coupon opens the coupon editor without leaving the order.
Select Apply Discount. Remove Discount clears it.
Break Down a Package
On a package line, open Break Down Package to change how each included item is handled:
- Keep in original package
- Schedule for another appointment
- Separate without scheduling
- Remove from order
Select Apply Breakdown. Restore and Restore All undo changes.
Travel and Location Fees
Travel fees normally apply automatically from your travel fee rules. To adjust one, open Calculate Location Fee: choose Calculate Travel From (the origin), set Trips, and apply. When a service area fee and a travel fee both match an address, your workspace rule decides: Use Higher Fee (Recommended), Use Service Area Fee, Use Travel Fee, or Add Both Fees. See Set Up Service Areas.
Taxes
Active tax rates apply automatically to new orders. The total shows Tax with the rate name. See Configure Tax Rates.
Late Cancellation Fee
When a late-cancellation fee applies, Late Cancel Fee lets you choose the Fee Action and confirm. The fee is added as a separate, removable order line.
Reading the Totals
The summary shows Subtotal, order discount, Tax, Tip, Total, Paid, any processing fee, and the Deposit with Due and Paid amounts. If a customer overpaid, Refund/Credit Due appears with Review Refund.
Finishing Item and Discount Changes
Select Save Item in the item editor to apply the edited line. Check quantity, price, payout, duration, and the revised order total before leaving. In the discount dialog, Percent (%) makes the value a percentage rather than a currency amount. Add Coupon opens the saved-coupon path; choose an eligible coupon rather than entering its percentage as a fixed amount.
When package items are moved to a separate date, New Appointment for Rescheduled Services collects the new appointment date, hour, minute, AM/PM, and team member. Complete those choices before Apply Breakdown, then review both the original and new appointments.