Introduction to Orders and Customer Purchases

Andrew B

 

In this article, we will cover an Introduction to Orders and Customer Purchases. Below is a video to help you get started!

Prior to getting started, you will need to have the following:

  • PaymentsAI must be connected to the ClickFunnels account.

  • At least one product must be created in the ClickFunnels account.


How can you track and manage the orders and payments made on your sites and funnels? Any purchases made on your sites and funnels will appear on the Orders dashboard in your ClickFunnels 2.0 account. This allows you to easily track and manage them in one place.

From the Orders dashboard, you can access the following menus:

  • All orders

  • Tags

  • Export orders

In this article, we will explore the All orders menu in ClickFunnels 2.0.


Accessing The All Orders Menu

  1. First, click on the Orders dashboard to access the All orders menu.

  2. Then click on the All orders menu.


An Overview Of The All Orders Menu

If there have not been any purchases made on your products, you will only see an option to create a new order.

  1. In the next section, we will go into more detail about creating an order using the Create Order button.

Once you have at least one order, more options appear on this page.

  1. All: This will show every order, no matter what type of order it is.

  2. Onetime: This will only show orders with a one-time payment.

  3. Recurring: This will only show orders with recurring payments, such as subscriptions.

  4. Search: Use the search bar to find, filter, and sort the orders.

  5. Exportorders: Click on the Export orders button to be taken to the Export orders menu. This menu is covered in more detail in another lesson.

  6. Orders: This table shows the orders that apply to your current menu tab and search filters.

 

a. Order: An order number used to identify each unique order.

b. Notes: Any notes that you have added to the order.

c. Customer: The customer/contact that the order is for.

d. Product: The products which are included in the order.

e. Tags: Tags that have been applied to the order.

f. Date: The date that the order was created.

g. Total: The combined price of products included in the order.

h. InvoiceStatus: The current status of the invoice for the order. E.g., Paid, Pending, etc.

i. Currency: The currency used for the order.

j. Edit: Quick access to edit the order’s tags and address details.

 

7. CreateOrder: Manually create a new order.


Creating A New Order

Creating a new order manually will allow you to charge a customer for the product without them going through an order page. Doing so will also perform any associated actions for that product, such as unlocking access to a digital asset, course, etc.

  1. To add a new order, click the Create Order button.

  2. Click on the dropdown menu to select a customer.

  3. Start typing in the name or email address of the customer.

  4. Once you see the customer in the results list, click on it.

  5. Alternatively, you can click the Add Customer button to add a new customer.

  6. Finally, click on the Create order button.

On the next screen, you will configure the settings for the new order.


Order Settings

The order settings are where you can view and manage the details of an order. When manually creating a new order, you will be prompted to configure these yourself. Otherwise, the information will be automatically populated if a customer made the purchase on your sites or funnels.

  1. If you need to access the settings for an existing order, just click on the order number or customer name from the All orders menu.

  2. The settings include the following:

 

1. Products: The products included in the order.

    a. Add products: You can add additional products to the order if their status is Pending.

    b. Product: This column lists the product’s name.

    c. Quantity: The quantity of the product being purchased in this order.

    d. UnitPrice: The individual price for just one unit of the product.

    e. Amount: The total cost for the product, calculated using the Quantity and Unit Price.

    f. Edit: Modify the product for this order.

    g. Delete: Remove the product from this order.

    h. Total: The total cost for the entire order.

 

2. Payments: Individual transactions billed in response to invoice payment requests.

3. Invoices: Generated each billing cycle and can consist of one or more individual payment transactions.

4. Timeline: A timestamped chronological history of the order. Includes information such as an invoice being issued, payment made, order completed, etc.

5. Notes: Add any additional notes to the order.

6. Addresses: These are the order's billing and shipping addresses.

7. Tags: Add tags to orders so that you can find related orders and keep them organized.

8. Pay: If the order status is Pending, you can process the payment for the order by clicking on this button.

    a. Pay: Process the live payment for a real order. This will charge the selected customer.

    b. Payinsandbox: Process the payment in sandbox mode (test mode). This will not charge anyone.

9. When you are finished, use the back arrow button to return to the All orders menu.


If you have any questions about this, please contact our Support Team by clicking the Support Icon in the bottom right-hand corner of this page.