Sales
Overview
Every time a customer opens the checkout page, the system automatically creates an order. The order status updates as the payment progresses and post-purchase actions are completed.
Manage orders and track sales from two views:
- Order Management — view orders, issue refunds, and re-run post-purchase actions.
- Order Reports — sales metrics, source and product comparisons, country breakdown, analytics, and CSV export.
Order Statuses
| Status | Description |
|---|---|
| Started | The customer has opened the checkout, but has not yet paid. |
| In Progress | The billing form has been filled in, payment is underway. |
| Processing | Payment has been sent to the payment provider, awaiting confirmation. |
| Paid | Payment has been confirmed. Post-purchase actions are being executed. |
| Completed | All post-purchase actions have been executed successfully. |
| Marked as Completed | The order was manually marked as completed. |
| Partially Refunded | Part of the order has been refunded. |
| Refunded | The order has been fully refunded. |
Post-Purchase Actions
Post-purchase actions run automatically when a payment has been confirmed. They can send a receipt, activate a course on Kajabi or Systeme.io, or send a webhook to an external system.
Order Management
Order Management shows all purchases made through your checkout. You can filter orders, view details, and perform manual actions.