RO App

Learn how to keep track of funds, monitor accounts and transactions, and generate financial reports for your business in Orderry

General information about working with the Finance section

Learn how to properly create and configure an account in the system, as well as how to organize effective cash flow control

How to create, edit, and delete an account?

Learn how to set up different access levels for financial accounts, manage employee permissions, and effectively apply these settings in daily operations

Permitted actions and advanced financial account settings

Learn how to record cash collection from an account, keep track of transfers, and quickly reconcile balances for the required period

Cash collection: accounting and transfers between accounts

Learn how to correct errors in payment transactions, change payment amounts, and record them in the system in Orderry

How to correct payment transactions in accounts

Learn how to manage mutual settlements with customers and suppliers and control accounts receivable and accounts payable

Payment Settlements With Clients And Suppliers

Learn how to adjust client, supplier, and employee balances in Orderry without payments and without affecting financial reports.

How to adjust client and employee balances

Learn how to work with client refunds, including the rules for issuing, processing, and monitoring refunds in the system

How to manage and keep track of client refunds

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Learn how to keep track of your finances, control debts, calculate employee salaries and calculate the final financial result of the company

Finances

Learn how to quickly create payment requests through integration with payment services to automate payment acceptance

How to create a payment link using payment services?

Find out the list of statuses that can be used for payment links created through integration with payment services

What are the statuses for payment links and what do they mean?

Find out where all created payment links are stored and how to view general information, statuses, and payment details for them in the system

How to work with the payment links table?

Payment links

Learn how to enable and use personal payments in Orderry for fast, error-free payments via POS terminal or QR code

How to accept payments from clients via POS terminal or QR code

Learn how to configure and accept in-person payments

In-person payments

Learn how to easily set up Tap to Pay by Stripe to quickly accept payments via cards and other devices without any extra equipment

How to accept payments via smartphone: Tap to Pay by Stripe

Tap to Pay

Learn how to pay client and supplier debts, keep track of your balance, and record such transactions in Orderry

How to settle clients and suppliers debts

Learn how to account for payment service fees in Orderry to accurately reflect income and expenses in your financial records

How to account for payment service transaction fees

Learn why the account balance may differ from the cash flow table balance after deleting a transaction and how it works

Why the account balance and the table balance are different

Learn how to properly delete payments in a financial account, in which cases it is allowed, and how to restore a transaction if necessary

How to delete a transaction in a financial account?

How to delete a client refund?

Learn how to set up and manage Gift Certificates in Orderry

Gift Certificates

Look for answers to the most common questions in the Finances section

Q&A (Finances)

Public API

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Video Tutorial

Create account

Go to Orderry

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.