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Using Order Actions

To help you move orders forward through the fulfillment process, each order listed in the View Orders page will have an Action menu to the far right. Clicking it will reveal what actions can be performed for an order, such as editing the details of the order, shipping the products and refunding a payment, just to name a few.

Order Actions

Order Actions

Performing actions on an order will change the status of the order, but manually changing the order status will not perform an action. For example, if you want to refund a customer’s order, you will need to use the refund action in this menu. Just changing the order status in the drop-down menu will not refund the order.

Order Actions Menu

  • Edit Order — Edit the billing address, cart contents, shipping address, shipping method, payment method and discount charges on an existing order. See Editing an Order.
  • Print Invoice — Print a paper or PDF invoice containing pertinent order information. See Printing an Order Invoice.
  • Print Packing Slip — Print a paper or PDF packing slip containing pertinent shipment information. See Printing Packing Slips.
  • Resend Invoice — Send a copy of the invoice to the email address associated with the customer.
  • Send Message* — Send an order message to a customer.
  • View Notes* — Add and see any Order Comments and Staff Notes about the order. Order Comments are visible on invoices; Staff Notes are only viewable in the control panel and are not seen by customers.
  • Refund — Allows you to partially or fully refund an order. This action will only appear if the order was placed using a compatible payment gateway.
  • Void Transaction — Will cancel the order and release any funds that may have been authorized. This action will only appear if the order was placed using an authorize only compatible payment gateway.
  • Ship ItemsCreate a shipment which specifies a carrier, service, tracking number and shipping notes.
  • View Shipments* — View details, update tracking numbers, and print packing slips for order shipments. This action will only appear if the Ship Items action has been used.

*These actions are explained in more detail below.

 

Did you know? Order actions that change the order status will trigger an email alert to your customers. See Checkout Settings to learn more.

Send Message

Customers who have chosen to create an account can send messages about specific orders through their Account page on the storefront. Order message notifications are sent to the email address defined in your Order Notifications settings and are displayed in the View Orders page next to the order.

Order Message Notification

Clicking the message notification will take you to the View Messages page where you can reply by using the Send a Message button. In the control panel, the sender of the order message is the user's email address, unless it's the Store Owner user, in which case it appears as admin.

View Message screen and Send a Message button

The Send Message action can also be used to keep your customers updated on the progress/status of their order.

View Notes

The View Notes option allows you to add order comments or staff notes to an order without having to go through the edit an order workflow. Comments are visible on invoices while Staff Notes are only visible in the control panel and are not seen by customers.

Order Comments and Notes modal

Orders will display unique icons to indicate a staff note or comment has been added.

Order Comments Icon

Order Comment icon

Staff Notes Icon

Order Staff Notes icon

View Shipments

The View Shipments option will only appear if the Ship Items action has been used. View Shipments allows you to see the details of the shipment, update the tracking number, and print a packing slip — all without the need to visit the View Shipments page.

View Shipments modal

Order Actions in Bulk

Three actions can be performed in bulk:

  • Print Invoice
  • Print Packing Slip
  • Resend Invoice

To perform a bulk action, check the box to the left of each desired order, then select the action from the Choose an action drop-down menu and click Confirm.

Choose an action menu

 

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