Managing Orders

If you are using the integrated shopping cart, your customer order information is stored on your website.

Overview

• Viewing and Processing Orders
• Refunding Orders
• Exporting Orders

 

Viewing and Processing Orders

Under the 'Edit Store' tab, click 'Orders'.

Orders are shown, up to 50 per page, from newest to oldest. To view the details for an order, click on the order number in the leftmost column of the order summary.

You will then see the customer's shipping and billing information, the product(s) they purchased and a breakdown of the charges for each. Only the 4 last digits of the customer’s credit card will be displayed, unless you have chosen to process payment manually. If you have chosen manual payment processing, the entire credit card number will be shown.

Below the payment details, you can use the radio buttons to mark what stage of processing the order is at.

The way you receive the funds from your order depends on the payment processing method you chose. If you have chosen PayPal or Authorize.net for payment processing, they will process the payment for you. If you are using Manual Payment Processing mode, you will need to process the payment separately through your own processing facility to complete the purchase.

To see what you will see on your site when processing an order, see Viewing Orders. For more info on how our shopping cart works, see Shopping Cart.

Refunding Orders

1. Under the 'Edit Store' tab, click 'Orders'.
2. Click the order number you want to refund.
3. Click ‘Refund Payment’.

NOTE: You cannot use this method to refund orders that are processed manually or through PayPal Standard. You will have to process the refund with the method you used to process the original payment.

 

Exporting Orders

You can export your customer orders in two different formats:

• CSV - Spreadsheet
• TXT - Text file

You can also select the date range of the information you'd like to export. For example, if you only want to export your information for February, you can do so.

To export your order information:

1. Under the 'Edit Store' tab, click 'Orders'.
2. Click 'Export Orders' on the left.
3. Enter your export preferences and click 'Export'.
   
   Select your date range by clicking on the text field below 'From:' and 'To:' and choosing from the pop-up calendar.
   Choose the export format by clicking the radio button, or circle, to the left of the CSV or TXT format option you want.

4. A 'File Download' window will open and you can either 'Open', 'Save' or 'Cancel' the file that you created. If you click 'Save', select where you'd like to save the file.

IMPORTANT: To keep the database current, it's updated every hour on the hour. If you make changes to your orders, changes will not be shown on your export file until the following hourly update. For example, if you delete an order at 10:45am, the change will not be shown unless you export your file following 11am. Please note that if you try to export a file during the update process, you will receive an error message that will prompt you to try again in a few minutes.