Manage orders

Open Orders to find saved customer orders. Use the search and status/date filters, then open the order to inspect its items, customer, fulfillment and payments.

Progress and payment are separate

Order statuses include In Progress, Ready, Completed and Canceled. A progress change is not a payment record. Check the outstanding balance and payment schedules before deciding an order is finished; record a cash/e-transfer payment through its payment controls.

Use Settings → Show Progress Step to Customer to decide whether the progress badge appears on the customer's order page. This controls visibility of the badge, not whether an email/text is sent. Use Notify Customer and the offered channel choices for a particular update.

Bulk work and exports

Filter to the relevant fulfillment dates, select the intended orders and check the selection count. The selection toolbar offers status changes, Mark as Paid, Mark as Canceled and printing such as Labels or Detailed Prep List. Review the confirmation before applying a financial or cancellation action; a selection may contain different balances or payment methods.

Use Export CSV (shown as CSV on smaller screens) when you need an export. Check the active filters and exported records. Printing/exporting does not itself mark orders completed or paid.

Archived records

Turn on Show Archived when an order seems missing, and clear restrictive filters. Settings → Automatically Archive Completed or Canceled Orders applies when orders newly move into those final statuses; switching it on does not retroactively archive every existing completed/canceled order.

Archiving removes a record from the active list. Cancellation and refunding have their own consequences and actions. Open the individual order when adjusting items, collecting money or handling a refund; do not treat an archive switch as a payment or cancellation instruction.