How do I process a new order from start to finish?
The steps to fulfil any new order: review it, confirm it, pack it and print its invoice, ship it, then mark it delivered — and what the customer receives at each step.
Orders
Receiving and fulfilling orders: statuses, recording payment, invoices, cancellations and refunds, exports, and the shopper checkout.
What does each order status mean?
The six order stages, their names in the orders list and in the "Change Status" menu, what happens automatically at each one (emails, payment, stock), and which statuses are final.
Where do I find my orders and how do I search them?
Every order from your store lands on the Orders page. Learn what the tabs and columns mean, how to search, filter and save filters, and how you are told about new orders.
What is on the order details page?
A tour of the order page: status and payment, order items, delivery details and editing the address, the Actions card, payment and source, and the activity feed.
How do I record that a customer paid, and when is an order "Paid"?
When an order is marked paid automatically for each payment method, how to use "Record Payment" when you collect the money yourself, and why an empty amount or one below the total is refused.
How do I print an order invoice or send it on WhatsApp?
Print an invoice, receipt, shipping label or packing slip in the paper size and language you need, or send the customer a PDF invoice link on WhatsApp.
How do I cancel an order or refund a customer?
Cancel from "Change Status" → "Cancelled". Learn what happens to stock and money: an unpaid order is simply cancelled, a paid order of a customer with an account is refunded to their store wallet, and for a guest you return the money yourself.
How do I update several orders at once?
Select up to 50 orders in the list and apply "Confirm", "Ship", "Complete" or "Cancel" to all of them. Each order changes exactly as if you changed it from its own page: same customer email, same payment, stock and refund rules.
How do I export my orders to Excel or CSV?
Download your store orders as an Excel or CSV file with the "Export Excel" button on the Orders page. The file follows the tab and filters you have selected.
What do shoppers see when they check out in my store?
The checkout steps, required fields, guest versus account checkout, how the delivery charge is worked out, and which payment methods shoppers can use today.
Which emails and notifications are sent to me and the customer for each order?
Every message that is actually sent: the order confirmation email to the customer and to you, the new-order notification in your dashboard, and an email to the customer on each status change.
How do I see abandoned carts and remind customers to finish their order?
The Abandoned Carts page shows carts left without an order, and lets you send a registered customer a ready-made WhatsApp reminder.