How do I close an order manually?

Last updated: May 7, 2026

  1. Create an order and save it.

  2. Click "Close order." This bypasses the customer checkout flow.

    CleanShot 2026-04-06 at 09.51.00.png

  3. To close the order:

    • Mark it as closed won or lost

    • Upload a signed order form

    • Provide a purchase order (PO) number [optional]

    • Provide the customer's name and address, point of contact name and email, and accounts payable

    CleanShot 2026-04-06 at 09.55.06.png

When you close an order manually, the customer will receive an order confirmation email.

To mute the email:

  • edit the order while it's still in an Open stage

  • scroll to the Additional options section

  • check the Mute notifications checkbox and save the order

This setting will block sending emails to the customer about their subscription lifecycle.

If you do not see the "Mute notifications" checkbox, please reach out to Salesbricks support to enable this feature.