Order detail

To open an order, go to Sales›Transactions and click the row or the order number. The page gathers everything about that sale: what was bought, how it was paid, what the provider answered, what was sent to the buyer and who on the team touched it.

The top of the pageCopy Anchor Link

The title is the short order number, such as #C1FC17. On a subscription extra charge, the title is the charge's description. Next to it you see:

• the order status;
• the Manual badge, when someone on the team set the status by hand. See Change the status manually;
• the Retried badge, when the payment needed more than one attempt or moved to a fallback account;
• the order's date and time and the buyer's name, which leads to the customer's page.

The action buttons sit on the right. Which ones show depends on the status and on your role:

The first three are explained in Refund, capture and void and Change the status manually.

When the project is suspended, the page is read-only for every role.

If the team marked the order as paid and the provider also recorded the payment, a yellow Possible duplicate payment alert shows below the title. See what to do in Change the status manually.

Order detailsCopy Anchor Link

The Order details card lists what was bought:

• each product, with the offer, the pack (Pack: 3 units) and the installments, when there are any. An order bump shows with the Order bump badge;
• Qty, Unit price and Total for each line;
• when present, Subtotal, Discount with the coupon codes, Shipping with the shipping method (or Free) and Installment interest with the number of installments;
• the total charged and, if there was a refund, the amount Refunded.

Payment attemptsCopy Anchor Link

The Payment attempts card shows each call made to the provider to charge this order, in order.

The provider's answer is not the payment itself. An issued PIX (Brazilian instant payment) shows as PIX issued and the order stays Pending until the buyer pays. The status at the top of the page is what tells you whether the order was paid.

RefundsCopy Anchor Link

The Refunds card only shows after the first refund. Each row has the date, the refund code, the status and the amount returned. A refund recorded by hand, outside the platform, also shows here.

Status historyCopy Anchor Link

The Status history card brings together, newest first, the changes made by the provider and those made by the team:

• the provider's changes show as Provider, with the source: API, System or Provider;
• the team's changes show with the e-mail of who changed it and the written reason;
• a provider change that arrived after a manual status and changed nothing shows with the notice Ignored: the manual status still holds. Nothing was triggered.

DownloadsCopy Anchor Link

The Downloads card shows when the product has files to download. It lists the released files, the access state (Active, Expired or Ended), the deadline and how many times each file was downloaded. The copy button gives you the file's link.

Admin and Owner also see End access, Restore access, Remove expiry and, when the store sends e-mails, Send by e-mail, which sends the links to the buyer again. A full refund and a chargeback end the access on their own. See Digital downloads.

InvoicesCopy Anchor Link

The Invoices card shows when the store has an invoice issuer connected. It shows each invoice of the order, with the type, the issuer, the status, the number and links to the PDF and the XML. Refresh fetches the current status from the issuer.

Admin and Owner can also Cancel invoice and issue an invoice by hand by choosing the issuer and the type and clicking Issue invoice. Manual issuing only works on paid orders. See Invoices.

E-mailsCopy Anchor Link

The E-mails card shows when the store sends e-mails through its own e-mail provider. It lists what was sent to the buyer about this order, such as the purchase confirmation and the refund notice, with the status of each send. Admin and Owner can Resend an e-mail. See Store e-mails.

Source and conversionsCopy Anchor Link

The Source and conversions card only shows for Admin and Owner. It shows where the buyer came from: the link's seller code (v), the UTM parameters, the ad click IDs, the referring page and the first visit. Below, under Reported conversions, it lists the events sent to the ad and analytics platforms for this order, with the status of each send. View in activity opens the full activity. See Conversion tracking.

NotesCopy Anchor Link

The Notes card keeps the team's internal notes, with author and date. The buyer never sees them. Any role can Add note, up to 4,000 characters. Each person deletes their own notes, and Admin and Owner delete anyone's.

The cards on the rightCopy Anchor Link

• Customer details: name, e-mail, phone, document type and the date they were added. The name leads to the customer's page.
• Payment details: method, card, Installments with the amount of each installment, installment interest with the Product price, provider and Paid at. On an order with a manual status, it also shows the Provider status.
• Seller: who sold, the Source (Link, Dashboard sale, Manual, Upsell or Renewal) and the Commission. Admin and Owner change the seller with Assign or Change. See Seller commissions.
• Subscription details: only on subscription orders. It shows the offer, which leads to the subscription, its status, the charge type (First charge, Renewal, Unscheduled or Extra charge), the Next billing and the retries of a declined charge.
• Delivery: for physical products, the delivery and billing addresses and the shipping method.
• Technical details: closed by default. It has the full Order ID, the Transaction code, the order's Type and the External ID, each with a copy button. It is what support asks for to find the order.

What each role can do on the pageCopy Anchor Link

What to do nextCopy Anchor Link

• Give a sale's money back in Refund, capture and void.
• Record a payment made outside the checkout in Change the status manually.