Orders

Orders

Purpose

This page manages order records so teams can track purchases, verify charges, and support reconciliation.

Prerequisites

  • Products/plans should be configured.
  • Payment providers should be active.
  • Users need accounting-level access permissions.

Main Actions

  • View and filter order records.
  • Inspect order status, totals, and line-item context.
  • Verify invoice linkage and export data for reconciliation.
  • Investigate discrepancies or failed flows.

Field/Status Reference

  • Order ID: Unique reference for the transaction.
  • Customer/Tenant: Entity billed for the order.
  • Order Status: Lifecycle state (for example pending, completed, refunded).
  • Total Amount: Billed order value.
  • Created At: Timestamp used for reporting and reconciliation.

Workflow

  1. Locate order by date, customer, or reference ID.
  2. Validate status and billed amount.
  3. Review linked invoice/payment records.
  4. Resolve discrepancies with notes or follow-up action.
  5. Export/report as needed for accounting close.

Connections

  • Linked to Payments for settlement outcomes.
  • Can tie to Subscriptions for plan-related purchases.
  • Supports downstream finance reporting and audit workflows.

Common Mistakes

  • Reconciling from status only without checking payment outcome.
  • Ignoring timezone/date filter mismatches in reports.
  • Missing documentation for manual adjustments.

Troubleshooting

  • If an order cannot be found, verify filters and date range first.
  • If amounts differ, compare line items, discounts, and tax handling.
  • If status is stale, check payment provider callbacks/sync status.

Quick Tips

  • Reconcile high-value or failed orders first.
  • Use consistent reporting windows (daily/weekly/monthly).
  • Add concise notes for any manual corrections.