In this article, we will review How to Manage Orders. Most of your orders will come from marketing resources like a Sales Funnel, and they all will appear under the Orders Dashboard. We can Visualize all current orders, Create new orders, Edit existing orders, and even Delete orders from the main Orders Dashboard.
Requirements:
An active ClickFunnels 2.0 account
A Payment Gateway
A Product
Create an Order:
Manual Orders are one of the ways to process an Order through your ClickFunnels account; as the name suggests, you will need to manually select a customer, products, shipping address, billing address, and payment method, among other particularities of an order.
To successfully create a Manual Order, follow these steps:
Go to the Orders sub-menu from Orders at the main menu.
Locate the Create Order button at the top-right corner of your page and click on it. This will open the New Order page.
Now, let’s select the product(s) you want to add to this order. Click under +Add Products.
Select the products you would like to add to this order from the Choose an Existing Product pop-up menu and click under Select.
IMPORTANT
You must have pre-added products to your Workspace to see them under this list. To learn more about how to add products, you can go to this article.
The next step would be selecting a Customer for this order. Locate the Customer drop-down menu and click on it; this will show you the current contact list or the option to create a new contact. Please select the desired option.
Once we have selected the product and a customer, we are ready to generate the order. Click under Create Order to go straight to Create a Live Order, or click on the arrow next to it to display the two options available: Create a Live Order or Create a Test Order.
Selecting an option will generate a new order and take you to this order’s settings page.
If required, we can manually add a discount by clicking under Manage Order at the top-right corner and then clicking under Discounts.
This will open a Discounts pop-up menu, where we can select the desired one from the pre-added discount list. Once you choose the right option, click on Update Order.
The last step for completing a new order would be setting it up for payment. Locate the Pay Invoice button at the top-right corner of the screen and click on it.
This will open a new floating Payment menu to the right of your screen, including a summary of the products selected and the total amount for the order.
Important Note:
If this is a Test Order, you will see the Sandbox card number at the top of this menu. You can copy and paste that Sandbox card number for any Test Order.
Select the appropriate Payment Method; you can select a card in the record or add a new one.
Make sure the Payment Amount is correct and click under the Pay button. You can also register partial payments.
Well done! You have created a new Manual Order.
Edit an Order:
You can Edit an existing order in your ClickFunnels 2.0 workspace by following these instructions:
Go to the Orders sub-menu from Orders at the main menu.
Select the order you want to edit and click under the order number. This will open the Order Settings.
From the Order Settings page, you can edit the following:
Add a Discount. You can add a pre-added Discount to your Order. This discount can be applied to any unpaid balance or a subscription with recurring payments.
Pause Subscription. You can pause any active subscription.
Cancel Subscription. You can cancel any active subscription immediately or at the end of the billing cycle.
Update Renewal. You can change the renewal date to the actual day or any other date in the future.
Change Autopay Method. You can select any other card on file as the payment method for a subscription product.
Add Shipping Address. You can still add a shipping address to this order if no shipping address was selected.
Add Billing Address. You can still add a billing address to this order if no billing address was selected.
Order Tags. Add tags to any order to help with your internal organization and order filtering.
Order Notes. You can add notes for an order.
Early Pay (only for Subscriptions). You can pay for any subscription early using the card on file.
Order Timeline Notes. You can add a note straight into the Order timeline.
Once you are done editing your page, every change will automatically reflect on the Order Settings page after it is completed.
Delete an Order:
Please consider that only orders with a Pending status can be deleted. Please follow these steps to delete an existing order:
Go to the Orders sub-menu from Orders at the main menu.
Select the order you want to edit and click under the order number. This will open the Order Settings.
Click under the Manage Order button located at the top-right corner of your screen, and select Delete Order.
Select Proceed on the confirmation pop-up message.
You have now deleted this order.