📝 Overview
When a customer places a store order, it appears in your To-Dos so you can keep track of what still needs your attention. From there you can mark orders as delivered, confirm cash payments, and cancel orders that are no longer needed.
This guide walks you through managing your store orders from your Business Dashboard.
💡 Store orders appear in your To-Dos. For an overview of the whole To-Dos section, see our guide here.
📦 How to Mark Orders as Delivered
Store orders that have not yet been marked as delivered appear under To-Dos ➜ Store Orders, where you can confirm delivery on a single order or several at once.
To mark a single order as delivered, click Deliver next to the order. To mark several at once, tick the orders you want (or tick the box at the top to select all), then click Deliver.
⚠️ Only cash payment orders need to be marked as paid. Orders paid through an online processor are confirmed automatically and only need to be marked as delivered.
💳 How to Confirm Cash Payments
Cash orders that have not yet been marked as paid appear as pending payments under To-Dos ➜ Offline Payments. Confirming a payment records it against the order, and you can also confirm it from the order itself.
Click the arrow to learn how to confirm a cash payment
Click the arrow to learn how to confirm a cash payment
From your To-Dos
Go to To-Dos ➜ Offline Payments.
Tick the customers whose payment you want to confirm, or tick the box at the top to select all.
Click With selected, then click Confirm.
💡 If you want to forgive or cancel the payment without cancelling the order, choose the Void option instead.
From the order
You can also confirm payment from the order itself. Go to Store ➜ Products ➜ Orders ➜ View Orders, click the order number, then click Confirm Payment. You can reach the same order from To-Dos ➜ Store Orders.
🛍️ How to Cancel an Order
If an open order should no longer go ahead, you can cancel it from the order itself. Open orders are those that have not yet been marked as paid and/or delivered.
Go to Store ➜ Products ➜ Orders ➜ View Orders (or To-Dos ➜ Store Orders) ➜ click the order number ➜ click Cancel Order, then confirm.
⚠️ Cancelling an order does not automatically refund the customer. If the customer has already paid, you will need to refund them separately.
🧑💻 How to Create a New Order
If a customer buys something in person, you can log the order on their behalf. Go to Store ➜ Products ➜ Orders ➜ Add an Order, select the customer, add the items, and take payment at the checkout.
💡 For the full steps, see Add an order on behalf of a customer here.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why is an order still showing even though the customer has paid?
Click the arrow to see the answer
Click the arrow to see the answer
Orders paid through an online processor are confirmed automatically, but they still appear in your Store Orders until you mark them as delivered. Cash orders appear until you confirm the payment and mark them as delivered.
Do I need to mark card payments as paid?
Click the arrow to see the answer
Click the arrow to see the answer
No. Only cash payment orders need to be marked as paid. Orders paid through an online processor are confirmed automatically, so you only need to mark them as delivered.
Does cancelling an order refund the customer?
Click the arrow to see the answer
Click the arrow to see the answer
No. Cancelling an order does not automatically refund the customer. If they have already paid, you will need to refund them separately.
💡 See how to make refunds here.
Can I cancel a completed order?
Click the arrow to see the answer
Click the arrow to see the answer
No. Once an order has been completed it cannot be cancelled or edited directly. If a mistake was made, refund the order and create a new one with the correct details.
💡 See How to Cancel an Open Store Order here.
Where can I see my full order history?
Click the arrow to see the answer
Click the arrow to see the answer
Your full order history is available under Reports ➜ Store ➜ All Store Orders, where you can see the payment and delivery status of every order.
💡 Learn more about the Store Orders report here.