Orders
Orders is the record of what people bought: one row per order, across every product and payment method. It opens on paid orders; the status menu switches to Refunded, Failed or All statuses.
The list
Section titled “The list”| Column | |
|---|---|
| #ID | The order number |
| Customer | Name and email |
| Product | What was bought |
| Paid | The amount. A discounted order shows the original price struck through; a free enrolment reads Free |
| Method | The payment provider, or Free |
| Type | Auto for a normal checkout, Manual for one you granted by hand |
| Date | When it happened |
Search by customer or product name, or by order number (#47559 finds that order alone).
The filter button (slider icon) opens Filters. Each rule is a field, a condition and a value; rules combine with AND.
| Field | Conditions |
|---|---|
| Status | Contains / Does not contain — Paid, Refunded, Failed, Cancel |
| Method | Contains / Does not contain — the payment methods in your orders |
| Product | Contains / Does not contain — your products, and what ESTAGE charged the project under From Estage |
| Amount | Is between, Is at least, Is at most |
| Date | Is between, Is on or after, Is on or before |
Apply runs them, Clear empties them, and the button carries a badge with how many are active. Applied filters are part of the page address, so a filtered view — “refunded orders over $100” — is a link you can bookmark or send.
Totals
Section titled “Totals”As soon as a search or filter is active, cards above the table total what matches: Paid (sum and order count), plus Refunded, Failed and Net (paid − refunded) when there’s anything to show. Cards with nothing in them are left out rather than reading $0.00.
A single order
Section titled “A single order”Click a row for the full record. The header carries the order’s status and whether it was Automatic or Manual (a gifted order is badged Gift).
- Product — what was bought, and for how much.
- Customer / Email — who bought it.
- Date — when.
- Payment Method — how they paid.
- Coupon — the coupon used, if any.
- Access expires — when their access ends, for time-limited products.
- Traffic Source — where the buyer came from.
- User IP — the IP the order came from.
- Transaction ID — the provider’s reference, and what you quote in a payment dispute.
- Purchase disclaimer — the terms shown at checkout.
- Granted access — the tags the purchase actually granted.
When the payment provider issued an invoice, Download Invoice opens it as a PDF.
Between Transaction ID and Traffic Source you have what you need for the two questions orders usually raise: “where did this sale come from” and “what exactly did this person pay for”.
Orders and the rest of the CRM
Section titled “Orders and the rest of the CRM”- The customer’s own record collects all of this under Payments / Invoices — see the contact record.
- What a purchase does — the access it grants, the tags it applies, where the buyer is sent — is configured per product, not per order. See after a purchase.
- Order placed is an automation trigger, which is how a purchase turns into a follow-up sequence.
- Orders from the online store — physical products, with shipments and tracking — have their own list and their own order view, with items, shipments and partial refunds. To get there, search for an order with Search… (⌘K / Ctrl K) and pick Show all in Store orders. See Orders, shipping & discounts.