Manage orders

Managing an order means taking the next step its status allows: collect the first payment, chase a declined one, pause or end it. What you can do depends on the order's status and purchase type.

For the complete documentation index, see llms.txt

Where the actions are

Open the order from Orders, a customer's Related Orders tab, or a list under Payments.
A Draft order opens on the Payment Details page. Every other order opens on the Order Summary.
On the Order Summary, the order's actions are in the … menu. Some statuses also have a button beside it.
Actions on individual payments, such as retry, reschedule or refund, are on the Billing Events tab. See Manage billing events.

The menu shows only the actions that apply to the order now. Some actions also depend on your user role.

Actions by status

Status	What you can do	See
Draft	Take a phone payment with Pay Now, charge a saved card with Use Card, or send a link with Email Link, SMS Link or URL and QR. The … menu has Edit, Save as Draft and Cancel.	Process draft orders
Pending	Submit Payment by phone, send Email Reminder Link, SMS Reminder Link or Show URL and QR, or Cancel Order.	Process pending orders
Rejected	Click Retry Payment to pay by phone again or send a link, or Cancel Order.	Process rejected orders
Active	Mark as Complete. A subscription has Pause Order and Cancel Order instead. A metered order has Create Payment.	Mark an order as complete, Pause a subscription, Charge for metered products
Failed	Retry or reschedule the declined billing event, update the card, or Mark as Complete (Cancel Order for a subscription).	Process failed orders
Suspended	Update the card to collect the declined payments, or Mark as Complete (Cancel Order for a subscription).	Process suspended instalment orders, Process suspended subscriptions
Paused	Resume Order, or Cancel Order.	Pause a subscription
Review	Refund any overpayment or skip the remaining billing events, then Mark as Complete.	Process overpaid instalment orders
Complete	Nothing more to collect. You can still refund payments.	Refund payments
Cancelled	Nothing. The order is closed.

For what each status means, see Order status.

End an order

Cancel an order that has no approved payment yet: Draft, Pending or Rejected. See Cancel an order.
Mark as Complete a live order to stop collecting payments. See Mark an order as complete.
A subscription is the exception: you cancel it at any stage. See Cancel a subscription.

On the Order Summary tabs

Cards: click Add Card to change the card the order charges, or Request Card Update to ask the customer. Not shown on Pending orders. See Update cards.
Notes & Tags: add notes and tags to the order.
Order Logs: see everything that happened to the order. See Display the order log.