Skip to main content

Other May Enhancements: Search and Message Grouping in Chats, Default Invoice Due Dates for Clients, Invoice Table Badges, Default Payers, and More

Discover what’s new in Orderry this month

Hanna avatar
Written by Hanna
Updated today

Search and Message Grouping in Chats

You can now search in the Chats module by contact name, username, phone number, or message content.

  • When you search by contact name, username, or phone number, clicking a result opens the chat at the most recent messages.

  • When you search by message text, clicking a result takes you directly to that specific message.

Click the cross icon once to clear the search field, or twice to exit search mode.

Additionally, messages sent by the same person within 5 minutes of each other are now grouped together.

Default Due Date for Clients

You can now set a default invoice due date for each client in their contact profile. This is especially helpful if you have different payment terms with different clients — for example, 15 days for one and 30 days for another.

There’s also a pre-set list of due date options. If none of them suits your needs, you can enter a custom number of days.

Invoice Table Badges for Quick Filtering

The invoice table now includes helpful badges:

  • My invoices – Invoices where you are assigned as the manager

  • Due soon – Invoices due today or tomorrow

  • Overdue – Invoices past their due date

  • Receivables – Issued invoices awaiting payment

Use these badges to quickly identify and filter invoices with just one click.

Default Payer for Orders, Tickets, and Jobs

You can now set a default payer for each type of order, ticket, or job. Go to Settings > Forms Editor, open the settings for a specific order type, and specify the default payer as needed.

Create and Edit Bundles in the Mobile App

The Orderry mobile app now lets you create and edit bundles. Just open the Catalog menu and switch to Bundles to view, create, or update them.

New Filters: This Year / Last Year

In Workflows, Sales, Finance, and most reports, you can now filter data using This year or Last year options for date-related fields.

Filter by Client Type in Workflows

There’s a new filter in the Workflows module that lets you view orders, tickets, and jobs by client type — either Person or Organization.

If you have any questions or suggestions about these updates or Orderry in general, feel free to reach out to our Support team via chat.

Did this answer your question?