Agiled Docs

Orders record purchases from commerce flows.

Open Orders

Open Commerce > Orders. The page shows order totals, pending orders, completed orders, and revenue summary cards.

Review orders when customers complete storefront checkout, pay through checkout links, or submit offline payment requests.

Use the orders list as the daily operations queue for commerce. It tells you which purchases need fulfillment, payment review, cancellation, refund review, or customer follow-up.

Search and Filter

Use search to find orders by visible customer or order details. Use filters to review:

All statuses.
Pending orders.
Processing orders.
Completed orders.
Cancelled orders.
Unpaid orders.
Paid orders.
Partially paid orders.
Refunded orders.

Use filters during daily review so paid, unpaid, partially paid, and refunded orders do not get mixed together. For fulfillment work, focus on order status; for finance work, focus on payment status.

Understand Status Differences

Order status and payment status are different:

order status tells the fulfillment state
payment status tells the money state

A paid order may still need fulfillment. A completed order should not be assumed paid until the payment status or linked invoice confirms it.

Open an Order

Select an order row to open the order detail page. Review customer details, source, order status, payment status, purchased items, tax, discount, total, notes, gateway, paid date, and invoice link.

Before fulfilling or invoicing an order, confirm the purchased items, customer details, payment status, and any custom fields collected during checkout.

If the order came from a checkout link with custom fields, review those answers before fulfillment. Required intake fields often contain delivery preferences, customer instructions, or approval details.

Review The First Order From A New Flow

After publishing a new checkout link, product, or promotion, review the first real order end to end. Confirm the source link, customer record, payment status, custom-field answers, taxes, discounts, and any invoice or subscription created from the order.

If fulfillment depends on a project, task, ticket, or customer record, create or link that work before marking the order complete. The order should answer what was purchased; the linked work item should carry the delivery steps.

Review Problem Orders

Open orders that are unpaid, partially paid, refunded, cancelled, missing customer details, or missing required custom-field answers. Add a note or task when another teammate needs to resolve the issue.

Follow Up From An Order

After review, typical next steps are:

Mark or update internal order status.
Open the linked invoice if one was created.
Record or reconcile offline payment.
Contact the customer if required information is missing.
Refund or correct the order if the purchase was wrong.

Keep order notes clear enough that finance and fulfillment teams can understand what happened without reopening the checkout conversation.

Add an internal note when you resolve an order issue. Notes help the next teammate understand whether the customer was contacted, whether a payment retry is expected, and which fulfillment record owns the follow-up.

Daily Order Review

For each business day:

Filter unpaid, partially paid, and refunded orders.
Confirm paid orders are ready for fulfillment.
Open any order with missing customer or custom-field details.
Compare payment status with the gateway when needed.
Open linked invoices for finance follow-up.
Update order status after fulfillment or cancellation.

Do not mark orders complete only because payment succeeded. Fulfillment and payment are separate checks.

Order Cleanup

At the end of the review, no paid order should be left without a fulfillment status, customer follow-up, linked invoice review, or clear note explaining why it is waiting.

Review Orders