Orders

Orders is the record of what people bought: one row per paid order, across every product and payment method.

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. The filter button adds two more:

• Cost range — a minimum, a maximum, or both.
• Date range — orders between two dates.

Apply runs them; the button carries a badge with how many are active.

A single order

Click a row for the full record:

• Product — what was bought, and for how much.
• Customer / Email — who bought it.
• 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 — what the purchase actually unlocked.

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

• 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.