Order Features and How To's

Find links to most order-related article below.

Order articles

• Credit Memo FAQs
• How to Refund or Issue Credit
• Credit Memos
• Add Invoice Number to the Invoice PDF
• Add Shipment Tracking Numbers to Emails and PDFs
• How to make Invoice PDF fit in a Windowed Envelope
• Customize PDFs (Invoice, Packing Slip, Credit Memo)
• Adding custom CSS to your PDFs - PDF Styles
• PDF Templates
• Canceling an Order
• Canceling Items on an Order
• Change Customer or Account linked to an Order
• Edit Order through CSV Import
• Edit Order Shipping Address
• Edit Order Shipping Method and Shipping Amount
• Editing an Order
• AutoPay
• Invoicing Additional Items
• Customer Invoice Grid - My Invoices
• Editing an Invoice
• Invoices
• Paying an Invoice
• Voiding a Transaction
• Voiding an Invoice
• Refunding a Payment
• Statements
• Print or Send Order/Invoice Statement PDF
• Order Attributes
• Order Delivery Date / Delivery Day Validation
• Archiving Orders
• Bulk Changing Status
• Customer Order Grid - My Orders
• Order Grid Features
• Filters (Advanced Search)
• Order Grid Tabs
• Order Status Colors
• Shipments, Invoices, and Transactions Grids
• Partially Paid & Partially Shipped Orders
• Viewed Orders
• Bypass Order Item Quantity Limits for Shipments & Invoices
• Checkout Terms & Conditions (Agreements)
• Gift Messages
• Incremental Order Numbers
• Increment Numbers FAQ
• Order Settings - General
• Minimum Order Amount
• Shipment Carrier Tracking Links
• Shopping Cart Settings
• Creating an Order from the Admin
• Credit Card Authorization (Stripe & Authorize.net)
• Deleting an Order
• Collecting Deposit Payments
• Payment Terms: Deposit Automation
• Request Deposit for Specific Products Automatically
• How Order and Invoice Totals are Calculated
• How to Process Orders - Order Lifecycle
• Custom Order Statuses
• Overview of Order Terminology
• Suspected Fraud Status
• Transaction Totals Explained - FAQ
• Printing Order Documents
• Shipping & Payment Method Restrictions
• How Customers Pay for Shipping
• Shipments
• Lots and Serial Numbers for Shipped Items
• Pick Lists
• Packing Slips
• Shipping Cost for Shipments
• Voiding a Shipment