Taxza order management captures what a client has asked you to do and drives it through to delivery. Create orders from any panel with attachments, and the ordered services flow onto the client profile while orders, invoices and tasks stay synchronized end-to-end — so a sale always turns into delivered work.
The problem
A service ordered on a call, an invoice raised in one place and the actual work tracked in another is how things fall through the cracks. Without a link between order, billing and delivery, clients chase you for updates you cannot easily give.
How Taxza solves it
Taxza keeps the order, its invoice and its tasks as one connected chain. Raise an order — with any supporting documents attached — and it lands on the client profile, generates the work, and stays in step with billing from start to finish.
How it works
Raise the order
Create an order from any panel and attach the documents it needs.
It joins the client record
Ordered services appear on the client profile and generate the matching tasks.
Everything stays in sync
Orders, invoices and tasks move together so delivery never lags the sale.
Key capabilities
Create from any panel
Admins, agents and staff can raise orders where they work.
Attachments
Attach the documents an order needs from the start.
On the client profile
Ordered services flow straight onto the client record.
End-to-end sync
Orders, invoices and tasks stay aligned throughout.
Drives the work
Each ordered service generates its delivery task automatically.
Full visibility
See what was ordered, billed and delivered in one place.
Benefits
- Every order turns into tracked, delivered work.
- No gap between what was sold and what gets done.
- Supporting documents travel with the order.
- Clients get reliable status because the chain is connected.
- Billing and delivery never drift apart.
Example workflow
- A client orders company registration and provides scanned documents.
- You raise the order with the files attached.
- The service lands on the client profile and creates its task.
- Invoice, order and task stay in sync until delivery is complete.
Who it’s for
For service firms that sell defined engagements and need each one tracked cleanly from order to completed delivery.
Orders & Service Delivery — questions & answers
Yes. You can attach the files an order needs when you create it, and they travel with the order and the client record.
Yes. Ordered services flow onto the client profile and generate the tasks needed to deliver them.
Yes. Taxza keeps orders, invoices and tasks synchronized end-to-end so nothing is billed but undelivered, or delivered but unbilled.
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