> ## Documentation Index
> Fetch the complete documentation index at: https://bulk-order-hero.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Take a phone order

> Enter an order for someone who calls or texts, then send a payment link or charge their card.

When a customer calls or messages you, put the order in yourself. They pay by card, either with a link you send them or while you're on the phone.

## Start a new order

Tap **New order** on your **Orders** page, or on **Dispatch** if you use Fleet.

Already know the customer? Open them in **Customers** and start a new order from their page. Their name, phone and email are filled in.

## Fill in four sections

On a computer, the **Summary** stays on the right while you scroll. On a phone, it's in the bar at the bottom. It always shows what's left to do.

**1. Customer**

Type their name and a phone number or email. Already a customer? Tap **Search saved customers**.

**2. Delivery or pickup**

Pick **Delivery** or **Pickup**. For a delivery, type the address and the delivery fee fills in for you. Tap **Change** to charge a different fee. If the address is outside your delivery area, type the fee yourself.

**3. Materials**

Search for a material and pick the size. Selling something that isn't on your store? Tap **Custom amount**.

**4. Date and time**

Tap a day, then a time. **More dates** opens a calendar for later days. Not sure of the time yet? Tap **Flexible** and confirm it with the customer later.

Each section gets a green check when it's done. **Extras** is optional: add a **Discount**, a **Note for the driver**, or an **Internal note** for yourself.

## Get paid

Check the total under **Customer pays**, then pick one:

* **Send payment link**: the customer pays by card on their own phone. Under **Link works for**, choose how long the link lasts: 2, 24 or 48 hours.
* **Enter card now**: type in their card while they're on the phone. If their bank asks them to approve the payment, tap **Send payment link instead**.

> [!TIP]
>
> The send button tells you what's missing, like *Pick a day and time to send.* Tap it and the page jumps to that section.

## While you wait for payment

An order with a payment link shows as **Unpaid** until the customer pays. Then it works just like an order from your store.

* **Customer lost the link?** Open the order and tap **Resend link**, or **Copy link** to paste it into a text.
* **They changed their mind?** Tap **Cancel order**.

## Good to know

> **Do fees work the same as store orders?**
>
> Yes. The 2% fee and the card fee follow your choice in **Settings**, then **Payments & fees**. See [Who pays the fees?](https://bulk-order-hero.mintlify.site/how-to/fees.md)

> **Can the customer pay cash?**
>
> No. Every order is paid by card, with a link or with you on the phone.

> **The customer is a contractor with pro pricing**
>
> Pick them as the customer and their pro discount is added for you. You can also add their job and PO number. See [Give contractors pro pricing](https://bulk-order-hero.mintlify.site/pro/pro-teams.md).

> **I track my inventory**
>
> Each material shows how much is available. If the order is more than you have, you'll see a warning, but you can still create it. See [Track your stock](https://bulk-order-hero.mintlify.site/inventory/track-stock.md).

> **Can I send it to a truck before it's paid?**
>
> No. With Fleet on, you can dispatch the order once the customer pays.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.