How to Manage Orders and Invoices

You can view the status of your sales including invoices, shipping status, billing, payment information, and dispute details. If necessary, you can modify this information.

You manage your orders and invoices using the same view (Sales > All Sales). You can do the following tasks:

· View orders and invoices

· Modify orders

· Print invoices

Viewing Orders and Invoices

You can view all the information associated with an order. For each order, you can see the invoice, shipping status, billing, and dispute details. If necessary, you can modify this information.

If a checkout report has already been generated for an order, changes made to that order will not be reflected in the checkout report.

To view orders and invoices

1. Select Sales > All Sales.

2. Optionally, to filter the orders, use either the Quick Links below or select filters from the “Filter By” drop-down list.

· View Invoices Pending Payment Cleared: Shows all items where payment has not cleared and the checkout is still open. This includes payment not submitted, payment submitted but not cleared, and payment failed.

· View Invoices Ready to Ship: Shows any invoices that are ready to ship.

· View Invoices Where Payment Failed: Shows all invoices where payment has failed and the checkout is either open or closed.

3. Next to the order number in the Order ID column, click the Edit link.

4. To view the invoice for a particular order, click Print Preview. The invoice appears in a popup window.

Modifying Orders and Invoices

You can update the payment information or shipping status of any order.

To modify orders and invoices

1. Select Sales > All Sales.

2. Next to the order number in the Order ID column, click the View Details link.

3. Change information on the Order Details, Shipping Details, Billing Details, or Dispute Details view.

4. If you want to continue editing, click Save Changes. Otherwise, click Save and Exit.

Printing Invoices

You can print individual invoices, multiple invoices at once, or only those invoices ready to ship.

Invoices are also contained in your checkout reports, which are found in the Transaction Processing module (Console > Transaction Processing > Checkout Reports). You can view and print an HTML Invoice.

To print an invoice

1. Select Sales > All Sales.

2. Next to the order number in the Order ID column, click the Edit link.

3. To view the invoice for a particular order, click the Print Preview icon. The invoice appears in a popup window.

4. Click Print.

To print multiple invoices

1. Select Sales > All Sales.

2. Check the invoices you want to print.

3. Click the Print Invoices icon.

4. Click Print.

To print all invoices that are ready to ship

1. Select Sales > All Sales.

2. Click View Invoices Ready to Ship.

3. Check the invoices you want to print.

4. Click the Print Invoices icon.

5. Click Print.

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