Pushing An Order

Occasionally you may have a customer who cannot complete their order or doesn't want to pay online.  You can help them by pushing the order through your system.  Until an order has been "pushed" through, it is considered pending and won't have an order number assigned.

When you push the order through, all of the purchases will be logged in your reports and the customer will see the completed transaction.  The contact can log in and make a payment on the order or Admins can mark the order paid if payment is received offline.

To push an order through....

  1. From your Dashboard go to People and choose the user who placed the order.
  2. Click on the "Orders" tab.
  3. Find the "New" order and click on the word "None."  Doing this will assign the order an order number on the next screen.
  4. Click the orange "Push Order" button.  The system will ask if you are sure.  Click "yes."  A green box will pop up that says "Success. Order Completed."

5.  Once you have received payment for the order, click the blue "Payment" button next to the Total Payments.
6.  Enter the information about the payment and click "Apply Payment."  Be sure to make descriptive notes in the comments section for future reference.