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.
Requirements
An active ClickFunnels account
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:
Live Orders
These are real purchases processed through your payment processor. They reflect actual customer transactions and are included in your analytics.
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.
How to Create Manual Orders
Navigate to Customers in the sidebar menu, then click Orders.
Click Create Order and select either:
Create Live Order: For real transactions with active payment processors.
Create Test Order: For test transactions that do not impact your analytics or real payment data.
Click + Add Products and select the product(s) you want. Adjust quantity or price if needed, then click Select.
In the Customer field, search for an existing customer or click Create a New Contact to add their details.
Click Create Order to save the order. You will be automatically redirected to the order details page to manage or complete the order.
Managing and Paying for the Order
On the order details page, review the invoice under the Current Invoice section. Adjust the order if needed:
To add products, click Add Products and select the product(s) you want. To learn about creating products, refer to the How to Create and Manage Products article.
To edit or remove products, use the gear or trash icons next to the product.
Make any necessary adjustments to the order using the Manage Order menu:
Send Invoice: Email the invoice to the customer. Customize the subject and message before sending.
Discounts: Apply a discount by selecting Discounts and choosing an appropriate option. Refer to the Creating and Managing Discounts in ClickFunnels article.
Shipping Options: Add or adjust shipping rates by selecting Shipping Options. Choose a predefined rate or set a custom value. Learn more about How to Create and Manage Shipping Profiles.
Delete Order: Permanently delete the order if it is no longer needed.
Note
The option to delete orders is only available for orders with a pending status.
Manage subscriptions (if applicable):
Pause Subscription: Temporarily stop the subscription. Billing and access will remain paused until resumed.
Cancel Subscription: Permanently end the subscription, stopping all billing and access for the customer.
Update Renewal: Adjust the next renewal date for the subscription.
Organize and update the order with these additional options:
Shipping and Billing Addresses: Edit these by clicking the Edit link in their respective sections.
Order Tags: Add tags for better organization by clicking Add in the Order Tags section.
Notes: Add internal notes related to the order by clicking Add in the Notes section.
Assign affiliate commissions (if applicable):
Click Assign Affiliate in the Commissions section to assign an affiliate to the order.
For detailed instructions on managing affiliate commissions, refer to the How to View and Manage Affiliate Commissions article.
Once the order is finalized, click Pay Invoice in the top-right corner.
On the payment page, confirm the invoice details, including the total amount.
Select a payment method: Saved Payment Methods, Credit Card, or Mark as Paid (if the payment was made offline).
Enter the payment amount.
Click Pay $[Amount] to process the transaction. Once the payment is successful, the order status will be updated to Paid.
How to Refund an Order Payment
In the Orders dashboard, find the order with the payment you want to refund and click the Order Number to open the order details page.
Scroll down to the Payments section and locate the specific payment.
Click the three-dot icon next to the payment, then select Refund from the dropdown.
In the Refund Payment pop-up, enter the refund amount. You can issue a full or partial refund based on the available balance.
Optionally, add a reason for the refund in the text field provided.
Review the details, then click Refund $[Amount] to process the refund.
Once the refund is complete, it will appear in the Payments section with updated details.