Products and orders may need to be tracked or reviewed.
This guide will be split into 2 sections:
How to manage existing Products
- Go to the Payments Module on the left-hand side of the Admin area then click on Products
- Then click on 'Products' in the top left corner
- Click on the Product name to edit/amend the product. You will be redirected to the Product form.
You can update Product Name, Status, Description, Code, Pricing and linked Membership packages.
How to track and amend Orders
- Click the 'Orders' tab in the top left-hand corner. All of your current orders will show in the Orders page
- You will find general details of the order on this page. If you click onto an order, this will take you to the order record.
From there, you can update:
Fulfillment status
- Once the Order has been provided to the member, you can change the Fulfillment status to Completed. If the Product has still not been provided, you can keep this as pending. Lastly, if the order is not being fulfilled for any reason, you can change the status to Cancelled.
- Once you mark this as Completed, the order completed section will show the date and time this was completed:
Cancel or Refund
- We have a separate guide to help you, Cancel or Refund orders.
Mark the order as paid (for offline payments only)
- From the orders page, find and click on the order that was paid for offline (via check, cash or other) and with the pay status as Not paid.
- Go to the Transactions section, the Pay button will show if there is an outstanding balance.
- Click on Pay to bring up the 'Make payment' form. The amount can not be changed.
- You can change the Payment Type if the member has opted to pay via a different offline method.
Please note: To see the last option (check) please click the Payment Type box and scroll down.
- Set the date the offline payment was paid by the member.
- Click on the Fulfillment drop-down box and select from Pending, Completed or Cancelled status
Please note: In order to view the Fulfillment status' available, you will need to scroll down, after clicking on the Fulfillment status box.
- Finally, Click 'Confirm pay' to record the payment.
- Under Transactions, there will be a line for the newly recorded full payment. The outstanding balance will show as $0 and there will be no more 'Pay' button.