Order Management

Order Management shows all purchases made through your checkout. You can filter orders, view details, and perform manual actions.

Orders Table

Orders are shown in a table. Each row displays:

Column	Description
Status	The current status of the order.
Created	When the order was created. Hover to see the exact time.
Customer	The customer's email address.
Total	The order total with currency.
Products	Names of purchased products. Order Bumps and Pre-upsells are shown separately.
Payment Method	Payment provider, payment method, and payment status.
Source	Checkout link source and tags.
Country	The customer's country based on billing information.

Filtering

Orders can be filtered by order number, email, first and last name, status, source, tag, and discount code.

Order Details

Clicking an order opens a side panel showing:

General — offer, total, source, purchased products and prices, any discounts, and VAT breakdown
Customer — all billing form fields collected from the customer, and analytics consent status
Payments — all payment attempts with provider, payment method, and status
Post-Purchase Actions — action execution statuses and any error messages

Actions

Mark as Completed

Marks the order as completed manually. If the order has post-purchase actions, they will be executed.

If the order has already been manually marked as completed and actions have failed, the button reads "Mark as Completed and Re-run Actions" — actions will be re-executed.

The confirmation dialog may show additional options depending on the situation:

Also restore refunded data (total amount, refunded products, and payment status) — shown only if the order has a refund history.
Use latest configuration — shown only if a post-purchase action has failed. Replaces the failed action's settings with the current configuration before re-running. This change is permanent and cannot be undone.

Refund

Returns payment to the customer in full or in part. Refunds are processed automatically through the original payment provider where technically supported.

Payment methods that support direct refunds:

Stripe — supports both full and partial refunds
Paytrail — supports both full and partial refunds
Epassi — supports full refunds only; partial refunds are recorded in the system but funds are not returned automatically

If the payment method does not support direct refunds, the refund must be processed manually in the payment provider's own dashboard.

Refund form fields:

Refund amount per product — you can refund each product partially or in full. The form shows the maximum refundable amount per product.
Refund payments — checked by default. Attempts the refund through the payment provider. Unchecking this records the refund in the order data only, without returning any funds.
Remove access — shown per product when the refunded amount equals the full product price. Automatically removes the customer's access, such as a Kajabi course grant.
Remove offer access — shown only if the order has offer- or order-level Kajabi actions. Removes access granted through those actions.

Always mark orders correctly even when a direct refund is not possible. Unrefunded orders skew order reports.