--- title: "How to Create and Manage Orders" slug: "orders-how-to-manage-orders" description: "Learn to create and manage orders in ClickFunnels, handle payments, and manage subscriptions effectively." updated: 2025-06-24T17:48:30Z published: 2025-06-24T17:48:30Z canonical: "support.myclickfunnels.com/orders-how-to-manage-orders" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.myclickfunnels.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Create and Manage Orders Managing orders in ClickFunnels is an essential part of running your business. In this article, you’ll learn how to navigate the process of creating orders manually, keeping them updated, and ensuring everything runs smoothly. With the right tools and steps, you can keep your operations running smoothly and provide a great experience for your customers. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-XOH68TJ4.png) --- ## Requirements - An active ClickFunnels account - [A product created in the Products section](/v1/docs/products-how-to-create-and-manage-products) - [A payment method integrated within the workspace](/v1/docs/getting-started-setting-up-payments-in-clickfunnels) --- ## Overview of Orders in ClickFunnels The **Orders** page in ClickFunnels is where you can track and manage customer transactions. This dashboard provides insights into your total sales, the number of orders, and the status of each transaction. Whether you're reviewing live sales or testing your funnel setup, the Orders page gives you the tools to monitor activity and stay organized. ClickFunnels allows you to create and manage the following order types: 1. **Test Orders** - Test orders let you simulate transactions using test payment methods. These orders are excluded from your analytics and are useful for verifying your funnel and payment setup before going live. 2. **Live Orders** - These are real purchases processed through your payment processor. They reflect actual customer transactions and are included in your analytics. > [!NOTE] > NOTE > > If no payment method is connected to your account, only the Create Test Order option will be available. To enable live orders, follow the steps in [Getting Started: Setting Up Payments in ClickFunnels](/v1/docs/getting-started-setting-up-payments-in-clickfunnels). --- ## How to Create Manual Orders 1. Navigate to **Customers** in the sidebar menu, then click **Orders**. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-JWKS1VMQ.png) 2. Click **Create Order** button in the top-right and select either: - **Create Test Order**: For test transactions that do not impact your analytics or real payment data. - **Create Order**: For real transactions with active payment processors. 3. Click **+ Add Products** and select the product(s) you want. Adjust quantity or price if needed, then click **Select**. 4. In the **Customer** field, search for an existing customer or click **Create a New Contact** to add their details. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-NJYBQGIE.png) 5. Click **Create Order** to save the order. You will be automatically redirected to the order details page to manage or complete the order. --- ## Managing Orders The order detail page provides tools to manage orders. The actions available depend on the order’s status, fulfillment, and billing conditions. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-NHK9ZPNC.png) #### **Manage Subscription (If applicable)** The **Manage Subscription** menu includes options to modify the subscription settings: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-LUSG2J42.png) - **Pause Subscription**: Temporarily stops billing and fulfillment. Access will remain paused until the subscription is resumed. - **Cancel Subscription**: Ends the subscription immediately, stopping future payments and access. - **Update Renewal**: Adjusts the next renewal date for the subscription, allowing changes to the billing cycle. #### **Manage Order** The **Manage Order** menu includes options to make adjustments to the overall order: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-G87M61Q8.png) - **Send Invoice**: Sends the invoice to the customer via email. You can customize the subject and message before sending. - **Discounts**: Adds or adjusts discounts for the order. Select the desired discount option from the menu. Refer to the [Creating and Managing Discounts in ClickFunnels](/v1/docs/creating-and-managing-discounts-in-clickfunnels) article. - **Shipping Options**: Edits or adds shipping charges to the order. You can choose predefined rates or set a custom shipping value. Learn more about [How to Create and Manage Shipping Profiles](/v1/docs/how-to-create-and-manage-shipping-profiles). - **Delete Order**: Deletes the order permanently. This option is only available for orders with a **Pending** status. #### **Pay Invoice** If the order is unpaid or has an outstanding invoice, the **Pay Invoice** button becomes available. 1. Click **Pay Invoice**. 2. Confirm the invoice details, including the amount. 3. Select a payment method: - **Saved Payment Methods:** Use an existing card already saved to the contact. - **Credit Card**: Manually enter a new card (only visible if admin credit card entry is enabled). - **Mark as Paid**: Use this option if the customer already paid through an external method. - **Send Invoice Email**: Send the customer an email with a payment link so they can complete the transaction themselves. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-IJJOXE3B.png) > [!WARNING] > IMPORTANT > > If you don’t see the **Credit Card** option listed, your workspace may have disabled admin credit card entry. This is controlled by the **“Allow User Credit Card Entry”** setting in your workspace settings. > > To learn how to check or update this setting, see “Allow User Credit Card Entry” section in the [How to Manage Workspace Settings](/v1/docs/how-to-manage-workspace-settings) article. 4. Enter the payment amount. 5. Click **Pay $[Amount]** to complete the payment. Once processed, the order status will update to **Paid**. --- ## Managing Order Products When managing an order, you can review and adjust the included products before finalizing payment. Once an order is completed, product details can no longer be edited. 1. On the order details page, review the order under the **Product** or **Plan** section, depending on the type of product included. Subscription products will appear under **Plan** section, while one-time purchases are listed under **Product**. 2. To add products, click **Add Products** and select the item(s) you want to include. To learn about creating products, refer to the [How to Create and Manage Products](/v1/docs/how-to-create-and-manage-products) article. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-NY3LVJ87.png) 3. To edit or remove a product, click the **gear** icon next to the item. This will open a modal where you can: - Update the variant, price, or quantity. - Click **Delete** at the bottom left of the modal to remove the item. --- ## Managing Payment Transactions The **Payments** section on the order page provides a detailed record of all payments associated with the order. You can view payment information or process refunds when needed. #### **Steps to Manage Payments** 1. **View Payment Details**: - Locate the payment in the **Payments** section. - The table displays the payment **Result**, **Type**, **Amount**, **Payment Method**, and the date it was created. - To view more details, click the **three dots** icon next to the payment and select **View**. 2. **Refund a Payment** (if applicable): 1. Click the **three dots** icon next to the payment you want to refund. 2. Select **Refund** from the dropdown menu. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-2EXQMZN3.png) 3. In the **Refund Payment** pop-up, enter the refund amount. You can issue a full or partial refund based on the available balance. 4. Optionally, add a reason for the refund in the text field provided. 5. Review the details, then click **Refund $[Amount]** to process the refund. 6. Once the refund is complete, it will appear in the **Payments** section with updated details. --- ## Managing Invoices The **Invoices** section on the order page provides a record of all invoices associated with the order. You can view details, manage payments, or take additional actions based on the invoice status. To manage an invoice, click the **Three dots** icon next to it and select one of the available options: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-HGSP2FUW.png) - **Pay**: Process payment for an unpaid invoice. - **View**: Open and review invoice details. - **Send**: Email the invoice to the customer. - **Download**: Save a PDF copy of the invoice. - **Reissue**: Regenerate the invoice with updated details. - **Abandon**: Cancel the invoice (only available for unpaid invoices). For more detailed steps, refer to the [How to Manage Invoices](/v1/docs/how-to-manage-invoices) article. --- ## Assign affiliate commissions - Click **Assign Affiliate** in the **Commissions** section to assign an affiliate to the order. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-8G2VCBLC.png) - For detailed instructions on managing affiliate commissions, refer to the [How to View and Manage Affiliate Commissions](/v1/docs/affiliate-center-how-to-view-and-manage-affiliate-commissions) article. --- ## Order Timeline The **Order Timeline** section provides a chronological log of all activities related to the subscription order. This includes invoice generation, payment status updates, subscription renewals, and other key events. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-H3UIY49M.png) #### **How to Use the Order Timeline** 1. **Review Order Events**: - Scroll through the timeline to view a detailed history of events, such as: - Invoice issuance and updates (e.g., marked as paid, past due). - Subscription renewals or cancellations. - Payment actions recorded by the system. 2. **Add Internal Notes**: - Use the text box at the top of the timeline to write a note. - Click **Post** to save the note. - Notes are internal and can help track additional information or communication regarding the order. --- ## Managing Customer Details The right-hand section of the order page provides tools and information for managing customer details and additional order actions. #### **Customer Information** - **Name and Contact Information**: Displays the customer's name, email, and the total number of orders they’ve placed. - **Payment Processor:** Indicates which processor is being used for the order (e.g., Payments AI). ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-RT1C8NCF.png) - **Subscription Details (if applicable):** For subscription orders, this section also includes: - **Start Date:** The date the subscription began. - **Current Period:** Shows the start and end dates of the current billing cycle. - **Renewal Date:** Indicates when the subscription will renew next. - **Total Paid:** The total amount the customer has paid for the subscription so far. #### **Autopay Method (Available for Subscription Product Orders)** - **Payment Method**: Displays the saved payment method (e.g., credit card or PayPal) and its expiration date. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-I7ROWKNL.png) - **Change Payment Method**: If the customer has added multiple payment methods in their **Customer Center**, you can select one of these existing methods for autopay. If your workspace has enabled the **Allow User Credit Card Entry** setting, admins can also add a new credit card during this process. 1. Click **Change** next to the autopay method. 2. Choose a payment method from the list of options, or click **Add New Card** to enter a new credit card. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-HNLWRWS4.png) 3. Save the changes to update the autopay settings for future payments. > [!TIP] > **Helpful Resources** > > 1. [Customer Center - Understanding User View](/v1/docs/customer-center-understanding-user-view) > 2. [How to Manage Workspace Settings](/v1/docs/how-to-manage-workspace-settings) #### **Shipping Address** - Displays the customer’s shipping address. - Click **Edit** to update the address if necessary. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-U8QZ82BK.png) #### **Billing Address** - Shows the current billing address. - Click **Edit** to modify the information. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-FBNGR5LN.png) #### **Order Tags** Use **Order Tags** to categorize and organize the order. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-8JJWX0BB.png) - Click **Add** to create new tags or assign existing tags to the order. - Tags can help you track orders by category, priority, or any other custom labels you choose. #### **Notes** The **Notes** section allows you to add internal comments related to the order: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-0K8YDYYB.png) - Click **Add** to write a new note. - Notes are visible only to team members and can be used to document special instructions, customer requests, or order history. ## Related - [Orders Page Overview](/orders-orders-overview.md) - [Managing Order Fulfillment in ClickFunnels](/fulfillments-guide.md) - [How to Create and Manage Products](/how-to-create-and-manage-products.md) - [Accepting Payments - Introduction to Payments AI](/accepting-payments-introduction-to-payments-ai.md)