Orders - Overview
- My CRM Support Team |
- 9 steps |
- 2 minutes
1
Navigate to the "Payments" tab.
2
The Orders tab allows you to manage all of your Orders within the system. You can view a sortable, searchable list of all Orders, which you may also download via an Excel file.
This list gives you a history of all orders which may be important for your accounting purposes, managing metrics and goals for your team, planning business initiatives, and more.
Within the list of all orders, you can customize what information the system displays.
3
Navigate to the "Orders" tab.
4
Order Status: View All, Pending, Completed, or Cancelled
5
Payment Mode: View All, Live Mode, or Test Mode
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Source Type: View All, Funnel, Website, or Invoice
7
Click the "From" field, and select an Order Date. This filter retrieves orders that were created on or after the specified date.
8
Click the "To" field, and select an Order Date. This filter retrieves orders that were created on or before the specified date.
9
Search for a specific order. This can be done using Customer ID, Customer Name, Email Address, Order ID, Source ID, Source Name, Product ID, Product Name, Price ID, or Price Name.
