Who This Is For / When to Use
This article is for business owners, finance teams, and operators who need to:
Review historical order data for accounting or reporting
Track order status and payment sources
Export order data for external analysis
Monitor abandoned checkouts and recover lost revenue
Collect partial payments on one-time products
What the Orders Tab Is
The Orders tab is a centralized view of all order records associated with your account.
Each order remains permanently available for financial and tax records, even if the original product, funnel, or website is deleted.
Accessing the Orders Tab
Navigate to Payments from the left-hand menu.
Select Orders at the top of the Payments section.
The Orders table loads immediately with filtering, sorting, and export options.
What You Can See in the Orders List
Each order record can be filtered, sorted, and searched using the following dimensions.
Order Status
You can filter orders by status:
All
Pending
Completed
Canceled
This helps identify unpaid, successful, or voided transactions quickly.
Payment Mode
You can filter orders by payment environment:
All
Live mode
Test mode
This is useful for separating real transactions from testing activity.
Order Source
You can filter orders by where they originated:
Funnel
Website
Membership
This allows performance tracking by sales channel.
Date Range Filtering
You can search for orders within a specific date range, such as:
January 1, 2024 – January 31, 2024
This is commonly used for monthly reconciliation and reporting
Customizing and Sorting the Orders Table
Columns can be customized to control which data appears.
The table is sortable by column headers.
Search is available to locate specific orders quickly.
Each customization applies instantly to the visible dataset.
Exporting Orders to CSV or Excel
You can export the Orders table at any time.
How to Export
Go to Payments → Orders.
Click the Download icon in the top-right corner.
Select the export format.
What the Export Includes
Order exports include:
Item name
Quantity
Price
Discount
Subtotal
Total
Currency (numeric, no symbols)
Product ID
Price ID
Tax name and tax amount (if applicable)
Important Notes:
The field previously labeled Amount is now labeled Total for consistency.
Currency symbols are removed to ensure clean numeric values for analysis.
Abandoned Checkouts in the Orders Tab
The Orders tab includes a dedicated Abandoned Checkouts view for tracking incomplete purchases.
Accessing Abandoned Checkouts
Go to Payments.
Select Orders.
Open the Abandoned Checkouts dropdown.
What You Can See in Abandoned Checkouts
Each abandoned checkout record includes:
Customer details
Items added to the cart
Email notification status
Recovery status (if completed later)
Email Notification Status
Each abandoned checkout displays whether an automated notification was sent.
To configure abandoned checkout notifications:
Go to Settings.
Select Notifications.
Adjust abandoned checkout email settings.
Recovered Orders
If a customer completes a previously abandoned checkout:
The order is automatically marked as Recovered
This provides visibility into successful recovery efforts
Partial Payment Support via Orders
The Orders tab supports collecting partial payments for one-time products.
How Partial Payments Work
A partial payment can be collected after an order record exists.
The Collect Payment button appears on the Order Details page.
Payments can be collected using:
Manual payment methods
Card on file
A new card
Supported Products
One-time products only (including calendar bookings)
Subscription products are not supported
Example Use Case
A customer orders a custom product priced at $500.
$100 is collected as a deposit at checkout
The remaining $400 is collected later using the Order Details page
Data Permanence and Order History
Order records are permanent financial entries.
Deleting a funnel, website, or product does not delete order history
All historical orders remain available for accounting and compliance purposes
FAQ
What is the purpose of the Orders tab?
The Orders tab allows you to view, filter, search, and export all order records in one place for accounting, reporting, and operational tracking.
What order statuses can I view?
You can view orders that are pending, completed, or canceled, or view all statuses together.
Can I filter orders by payment mode?
Yes. Orders can be filtered by live mode or test mode to separate real transactions from test data.
Can I filter orders by source?
Yes. Orders can be filtered by funnel, website, or membership source.
How do I search for orders within a specific date range?
Use the date range selector in the Orders tab to define start and end dates for your search.
What information is included in an Orders export?
Exports include item details, pricing, discounts, subtotal, total, currency, product ID, price ID, and tax-related fields when applicable.
What is the Abandoned Checkouts feature?
Abandoned Checkouts shows orders where customers added items to their cart but did not complete payment, including recovery and email notification status.
Can I collect partial payments from the Orders tab?
Yes. Partial payments can be collected for one-time products once an order record exists.
Are partial payments supported for subscriptions?
No. Partial payments are currently supported only for one-time products.
If I delete a product or funnel, will the order history be deleted?
No. Order history is permanent and remains available for financial and tax records.