📝 Overview
In February 2020, we centralised items that need attention from you in a single section called To-dos.
The To-dos section was introduced to give you one central place to manage everything in your account that needs attention. Rather than navigating to different areas to find pending payments, referrals, or store orders, you can review and action all of these items from a single section.
This guide walks you through which items moved to To-dos and where you can now find them.
⚙️ What Moved to To-Dos
This section covers each item that now lives in the To-dos section and where it was previously managed.
Click the arrow to learn more about what moved to To-Dos
Click the arrow to learn more about what moved to To-Dos
Billing & Revenue
The following payment-related items have moved from Billing/Revenue into the To-dos section:
Pending Offline Payments are now in To-dos ➜ Offline Payments
Pending Offline Refunds are now in To-dos ➜ Offline Refunds
Failed Payments are now in To-dos ➜ Failed Payments
Pending Bills are now in To-dos ➜ Bills
💡 For more information on each of these, see Introduction to the To-dos section.
Referrals
Referral confirmations, which were previously actioned from Customers ➜ Referrals - Pending, have moved to To-dos ➜ Referrals.
💡 Once confirmed, referrals can be viewed from Customers ➜ Reports ➜ Customer Referrals.
Store Orders
Pending store orders — those requiring being marked as paid and/or delivered — have moved from Store ➜ Store Orders to To-dos ➜ Store Orders.
💡 For full details on managing store orders, see Managing store orders.
❓ Frequently Asked Questions (FAQs)
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why was the To-dos section introduced?
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Click the arrow to see the answer
Running a business is fast-paced, and tracking down actionable items across different parts of your account takes time. The To-dos section was introduced to bring everything that needs your attention into one place, making it quicker and easier to stay on top of payments, referrals, and store orders without navigating away.
Where can I learn more about the To-dos section?
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Click the arrow to see the answer
For a full overview of the To-dos section and what each category means, see Introduction to the To-dos section. To see how To-dos appear on your Dashboard, see The To-dos section on the dashboard.