When you receive an order you will get an email about it. You can click the link in the order to process it on your website.
You’ll take one of a few steps when processing the order:
- Charge or collect payment: If your site is configured to authorize payment without charging, you can click the Charge Payment button here to initiate the final charge of funds. If the order is in Pending Payment you can send the customer a link to pay or collect payment from them manually.
- Update the order status:
- Click the Status dropdown and choose an appropriate option:
- Processing – Confirm that the order is being prepared and shipped (it may be in this status automatically)
- Completed – Confirm that the order has been fulfilled.
- Refunded – Confirm that the order has been refunded (this refund must be issued separately)
- Cancelled – Confirm that the order was cancelled (refund must be issued separately, if applicable)
- Click the Status dropdown and choose an appropriate option:
- Send order notes: Go to Order notes and enter a note, if you set as a Private note it will only appear for you, if you set as Note to customer they will be emailed the note.
- Refund items or the whole order: Click the Refund button to issue a refund. You can either remove entire items from the order or a partial dollar amount on specific items. If the refund button only says “Refund $X Manually” then you will need to manually issue a refund in your payment processor as well.
- Add Tracking: If your site is configured for it, you can add tracking info via the Add Tracking Info button