Orders – Managing and Monitoring Your Payment Transactions

The Orders section gives you a detailed, operational view of every order in your store — from completed purchases to archived orders and abandoned carts.

While Sales Overview focuses on analytics and trends, Orders is where you work hands-on with individual transactions.

You’ll use Orders to:

• View and manage completed orders
• Inspect individual order details
• Archive orders for cleaner reporting
• Monitor and recover abandoned carts
• Export order data for accounting or reporting

Where to Find Orders

Navigate to Sales & Analytics > Orders

This opens the Orders interface, where all order-related data is organized and searchable.

How the Orders View Is Structured

Just like Sales Overview, the Orders page consists of two main sections:

1. Global Filters & Controls (Top Section)

This section controls which orders are shown across all tabs and tables.

It includes:

• Filters
• Date picker
• Store / Funnel selector
• Tab navigation
• Search & bulk actions

Any change here updates the order list instantly.

2. Orders Table (Main Content)

Based on your selected filters and active tab, this section displays a table of orders with detailed columns and actions.

Global Filters & Controls

Filters

You can refine the order list using filters.

Current filter logic

• Filters support AND logic only
• All applied filters must be true for an order to be included

Common filter examples

• Product is X
• Paid is true
• Order status is Completed

Use cases:

• View paid orders only
• Isolate orders for a specific product
• Review results from a launch or campaign
• Analyze funnel-specific performance

Filters can be added, removed, or hidden at any time.

Date Picker

The date picker controls which time period orders are pulled from.

Available options:

• Today
• Yesterday
• Last 7 days
• Last 14 days
• This month
• All time
• Custom (choose start and end date)

Use this to:

• Review recent orders
• Analyze launch periods
• Export monthly or quarterly data

Store & Funnel Selector

Next to the date picker, you can choose which part of your business to view.

Options:

• The whole store – includes all funnels and products
• Specific funnels – limits results to a single funnel

This allows you to:

• Work with all orders globally
• Focus on one funnel at a time
• Compare funnels by switching context

Actions (Top Right – More Menu)

From the More menu, you can:

• Export orders

  Download selected orders for accounting or reporting

• Archive orders

  Move selected orders to the Archived tab

Orders Tabs Overview

The Orders section contains three tabs, each with a specific purpose.

Orders (Default Tab)

This tab shows all active, completed orders.

Columns Explained

Each row represents a single order and includes:

• Invoice No

  Unique order identifier

• Customer Name & Email

  The purchaser’s contact details

• Total

  Order total (including tax, if applicable)

  The recurring icon indicates this order is a subscription or installment payment

• Paid

  Indicates whether the order has been paid

• Status

  Order state (e.g. Completed)

• Created

  Date and time the order was created

• Payment

  Payment provider (e.g. Stripe)

Archived Orders Tab

The Archived Orders tab contains orders you’ve intentionally archived.

• Uses the same columns as the Orders tab
• Helps keep your active order list clean
• Archived don't count toward analytics and revenue

You can archive or unarchive orders at any time.

Abandoned Tab (Abandoned Carts)

This tab shows carts where:

• A checkout was started
• No completed purchase occurred

Columns Explained

• Cart ID

  Unique identifier for the abandoned cart

• Customer

  Email address used during checkout (if available)

• Date

  When the cart was abandoned

• Cart Value

  Total value of items in the cart

• Status

  Always marked as Abandoned

Common Use Cases for Abandoned Orders

• Identify high-value abandoned carts
• Trigger abandoned cart automations
• Manually follow up with key prospects
• Analyze friction in checkout flows

Opening an Order (Order Details View)

Clicking on any order opens the Order Details view.

This view gives you full visibility into the transaction.

Order Actions (More menu in the Top Left Panel)

When viewing an individual order, the More actions menu (three dots) gives you direct access to key order-level actions. These tools let you manage fulfillment, communication, and order lifecycle without leaving the order view.

Available actions include:

• Send digital goods to the client

  Sends the digital products or access associated with the order to the customer.

  • Useful if delivery needs to be re-sent manually
  • Common after payment confirmation issues or customer support requests

  • Ensures the customer receives access without duplicating the order

    Add new item

    Allows you to add an additional product to the existing order.

  • Useful for manual adjustments
  • Can be used for bonuses, corrections, or special cases

  • Updates the order total accordingly (depending on setup)

    ⚠️ Best practice: Only use this when you intentionally want to modify an existing order rather than creating a new one.

    Archive order

    Moves the order out of the active Orders list.

  • Keeps the main Orders view clean

  • Archived orders are still accessible under Archived Orders

    Send order details to customer

    Re-sends the full order confirmation to the customer via email.

  • Includes order summary, products, and payment details
  • Useful if the customer lost the original confirmation

  • Can also be used after manual changes to the order

    Print

    Generates a printable version of the order.

  • Useful for accounting, bookkeeping, or physical records
  • Can be used for internal documentation or customer requests

Order Summary (Top Left Panel)

The Order Summary panel provides a quick overview of the most important order information.

It includes:

• Invoice number
• Order status (Paid / Completed)
• Customer name and email
• Payment provider (e.g. Stripe)
• Transaction ID
• Accepted terms & conditions
• Order notes

From this panel, you can also:

• Copy the transaction ID for support or payment verification
• Navigate to the full customer profile for deeper context

This combination of summary data and actions makes it easy to handle support cases, fulfillment, and order management efficiently – all from a single view.

Billing Details (Bottom Left Panel)

Shows:

• Phone number
• Company name & ID (if provided)
• Billing address
• Country

This is especially useful for:

• VAT compliance
• Invoicing
• Customer support

Products Section (Main Right Panel)

Displays all products included in the order:

• Product name
• Variation (if applicable)
• Quantity
• Price
• SKU (if defined)

Includes:

• Subtotal
• Tax (VAT)
• Total order amount

Edit Individual Order Items

Each product in an order has a settings icon (gear) next to it.

Clicking this icon allows you to manage the specific item without affecting the rest of the order.

Available actions include:

• Modify item – Change the price, variation, or quantity of the product

  Useful for corrections, manual adjustments, or special cases

• Delete – Remove the item entirely from the order if it was added by mistake

How Orders Connect to Sales & Analytics

Orders are the foundation of:

• Sales Overview
• Subscriptions & MRR
• Upsells & downsells
• Top performers
• Sales tracking & attribution

Every completed order feeds directly into analytics and reporting.

Summary

The Orders section is your operational control center for transactions in Recrevio.

With it, you can:

• View and manage all orders
• Inspect individual purchases in detail
• Archive completed orders
• Monitor abandoned carts
• Export data for accounting and reporting

Together with Sales Overview, Orders gives you both:

• The big-picture performance view
• The transaction-level control you need to run your business confidently 🚀