Agiled Docs

Orders record purchases made through commerce flows.

Use orders as the operational record of what the customer bought. Payment status, invoice status, and fulfillment status are related but separate checks.

Treat the order as the handoff point between checkout and delivery. Before work starts, confirm the order, payment, customer details, and any linked invoice or special instructions.

Open Orders

Open Commerce > Orders. The page summarizes total orders, pending orders, completed orders, and revenue before the table.

Use the search box to find orders, then filter by:

order status: all, pending, processing, completed, or cancelled
payment status: all, unpaid, paid, partial, or refunded

The table shows order number, customer, source, order status, payment status, total, and date. Select a row to open the order detail page.

Review an Order Detail

The order detail page shows:

purchased items
quantity, unit price, tax, and line total
subtotal, discount, tax, and total
notes, when present
customer name, email, and phone
payment status, gateway, paid date, and total
source type, such as storefront or checkout link
linked invoice, when one exists

Use this page to confirm what the customer bought before fulfillment starts.

Open the linked storefront, checkout link, or invoice when order details look unexpected. The order detail shows the result; the source record explains how it was configured.

Fulfillment Review

Before moving an order to processing or completed, check:

Payment status.
Customer name and email.
Purchased products, quantities, and taxes.
Special notes or form answers.
Linked invoice status.
Any task, project, appointment, or delivery workflow needed.

Update Order Status

Use the Update Status selector on the detail page to move an order through its operational state:

Pending: received but not started.
Processing: being fulfilled.
Completed: fulfilled.
Cancelled: stopped before completion.
Refunded: reversed or refunded.

Payment status is separate from order status. Do not mark an order completed only because it was paid; complete it when the work or delivery is finished.

If no invoice is linked, select Generate Invoice from the invoice section. Agiled creates a finance invoice from the order details. If an invoice is already linked, the invoice number opens the invoice record.

Before generating an invoice, confirm the order total, tax, customer email, payment status, and any special instructions. This prevents creating a finance record that immediately needs correction.

If the customer already paid during checkout, confirm whether the generated invoice should be marked paid, linked to the payment, or used only for receipt and accounting context.

Follow Up

After an order is paid, create the follow-up work your business needs, such as a project, task, document, appointment, or invoice record.

Suggested follow-up checklist:

confirm payment status
generate or open the invoice
assign fulfillment work to the right team
add internal notes if the buyer submitted special instructions
update the order status as work progresses
review related storefront or checkout link performance in reports

Common Issues

If a paid order still shows pending fulfillment, assign the delivery owner and move the order to processing. If an unpaid order appears completed, review the payment status before delivering paid services. If an order looks duplicated, check whether the customer submitted checkout twice or whether a workflow created duplicate follow-up work.

Orders