This section covers everything related to Orders in your CRM. Here you’ll find articles explaining how orders are created, managed, and tracked across your account.

Frequently Asked Questions #

What is an order? #

An order is a record of a customer’s purchase, capturing the products or services bought, the amount due, and the payment status.

Where can I find my orders? #

Orders are listed in the Payments area of your CRM, where you can view, filter, and open individual order records.

Can I see the payment status of an order? #

Yes. Each order displays its current payment status, such as paid, pending, or refunded, so you can track fulfillment at a glance.

Are orders linked to contacts? #

Yes. Every order is associated with the contact who placed it, giving you a complete view of each customer’s purchase history.

Can I manage orders for products and subscriptions? #

Yes. Orders cover both one-time product purchases and recurring subscriptions, with details available for each.