Orders
Orders are created automatically when a customer
clicks the confirm order button in the shopping cart
or when a customer renews a subscription. It is also
possible for an admin to manually add a new order
to a customer account, for more information read
Creating a New Order below.
The orders page in the admin area lists all of your
customers orders.
Order Status
An order can have any one of the status settings
below.
•
Unpaid
•
Paid
•
Paid & Processed
•
Cancelled
•
Pending
An order with pending status will not be listed in the
customers account area however you can email the
customer a link to the orders pay now page or to
view the invoice for the order. When you manually
add a new order for a customer it’s initial status is set
to pending. If a customer renews a subscription it will
create an order with pending status and they will be
automatically directed to the pay now page but the
order won’t be listed in their account until it is set to
another status eg. Paid.
Viewing an Order Invoice
To view the invoice for a particular order click on the
order id.
Emailing Order Status to Customer
To email a user about their order click on their email
address from any order related page. This will open
the email user page with a contact form containing
an email message template pre-populated with their
order information and a link to view their invoice.
Order Pay-Now Page
If you click on an orders status link it will bring you to
the pay-now page for that particular order. This is
useful if you want to email your customer a link to
the pay-now page for their order.
Modifying an Order
To modify an order click the modify link to the right.
For more information see the modifying an order
help section.
Creating a New Order
To manually create a new order first go the user
account for the customer you want to add the order.
At the top of the user account page you will then see
some links eg. Orders - Add
Click on the Add link next to Orders to create a new
order for this particular customer. Once you click this
link a new pending order is created and you will be
brought to the modify order page where you can
modify the order details. Because the order status is
initially set to pending the customer will not see the
order in their account area until you change the
status. In most cases you will probably want to
change the status for a new order to unpaid but you
can also leave the order as pending and email the
customer what is essentially a pro-forma invoice.
Deleting Orders
You can delete orders by selecting the check-boxes
next to the order(s) you want to delete and click the
delete selected button. Generally you should only
delete test orders you place yourself as you will
usually want to keep a record of any orders your
customers have made.
CMS Help - Orders