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Order Processing
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When setting up an event, you can choose if it shows up as "open” or "processed” under Registration Settings by clicking yes or no in the Auto-approve.

Order shows up in Dashboard under either Open or Processed Store Orders .

Click on "View, Process Order”

Look Under Order Information to make sure the order is "tied” to someone.  It will either say "Customer is Member” or "Link to Member”, depending on if they logged in and if they already have a record in the site.  If I have to "link” to someone, and they are not in the database, I add a record for them.

If the order is to be invoiced, I record in our Quickbooks; if Open, change status to processed.

Click Update

Email  the invoice.

If the order has been paid with a credit card, the process is the same, except that at the end I change the status to Closed – meaning it is paid and I don’t need to do anything else with it.

Right now, we have exhibit booths that are waiting to be processed, so those I keep at Open, that way I can tell that nothing at all has been done with them.

If you had to link the order to someone, you will also have to link their record in the event.  Also, if there are multiple people signed up on the same invoice/receipt, you will have to link the records of the subsequent people in the event, even if the originator logged in.

Processed invoices that receive payments need to have the Payment Recorded, and then are closed.


So if you have any OPEN orders – nothing at all has been done with them.

PROCESSED orders are awaiting payment.

CLOSED orders need nothing further done with them.


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