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How do I add a payer to a work order or estimate?
How do I add a payer to a work order or estimate?

Information about the payer in a work order or estimate

Xenia avatar
Written by Xenia
Updated over a month ago

In Orderry, when creating a work order, you can choose another person as the payer. It can be an individual, a company, an insurance company, or an official manufacturer (for example, in a warranty case).

To do this, go to Settings > Forms Editor > Work Orders and Estimate and add the Payer field to the required order type.

When creating an order in the Payer block, select an existing payer or add a new one.

Thus, all communications on the work order take place with the client, and financial documents in the Invoices and Payments tab are automatically created for the payer.

Read more about the Work Order block in this section of the Help Center.

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