How To Use The Orders Tab in Your Payments Section In HighLevel
Key Takeaways
- The Orders tab allows you to manage all of your Orders within HighLevel.
- You can view a sortable, searchable list of all Orders, which you may also download via an Excel file.
The Orders tab allows you to manage all of your Orders within HighLevel. You can view a sortable, searchable list of all Orders, which you may also download via an Excel file.
This list gives you a history of all orders which may be important for your accounting purposes, managing metrics and goals for your team, planning business initiatives, and more.
Within the list of all Orders you can customize what information HighLevel displays.
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Here’s an overview of each option:
- Order status: view all, pending, completed, or cancelled orders
- Payment mode: view all, live mode, or test mode
- Source: view all, funnel, or website
- Search for a period of time using dates – such as January 1, 2022 – January 31, 2022
- Search for a specific order. This can be done using customer ID, name, email address, order ID, source ID, or source name
You can customize what filters for information you wish to display, and you can sort the list as needed.
If you want to download the data for use or analysis elsewhere outside of HighLevel, you can export/download an Excel file conveniently and easily using the button in the top right corner.
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