Managing orders
The list and details of placed orders: confirming payment after a bank transfer arrives, cancelling and refunding.
The Orders list shows the orders placed through the catalogue and checkout, filtered to the client companies you have content permission for. From here you confirm a bank payment, cancel and refund.
Handling an order
- Open Subscription → Orders.
- Filter by Company group, Client, State, Payment method, Ordered from, Ordered to and Search.
- For details click the blue pencil icon in the row (Details): you see the header, the items with prices and discounts, the proforma and the invoice.
- If the proforma has been paid at the bank, click the green tick icon (Payment received). The system then grants the rights and allowances.
- Cancel an unpaid order with the yellow ban icon.
- For a paid order use Refund and enter Amount and Reason.
States
Draft, Waiting for payment, Paid, Provisioned, Cancelled, Failed.
Messages
- "Only a paid order can be refunded. Use Cancel for an unpaid one."
- "The order could not be cancelled in its current state."
- The invoice link and the refund button only appear if you also have permission for the invoice list.
Example
Sample Ltd. paid the proforma by bank transfer. The administrator opens the order and clicks Payment received. The order becomes Provisioned, and Sample Ltd.'s users receive the ordered plan.