Manage customers, orders, and refunds
Use Sales to understand buyer activity and take action on paid orders.
- 1
Review people
Open Sales › Customers to see each person’s orders, bookings, spend and last activity. Filter to Buyers, Repeat or Upcoming session, and select someone to see their details.
Open Customers - 2
Open Orders
Open Sales › Orders and filter by Paid, Not paid or Failed (Refunded appears once there are refunds). Balances due and refunds owed show as a line above the list. Select an order to see its details.
Open Sales - 3
Understand the statuses
Paid means the order is settled. Balance due means a deposit was paid and the rest is still owed. Not paid means no payment has come through yet. Failed means the payment did not go through. Refunded and Partial refund show money returned.
- 4
Take the appropriate action
Downloads that can be refunded show Refund in the order’s details. A session is refunded by cancelling its booking (Cancel booking and refund). A balance due can be charged with Charge balance or recorded with Mark paid externally.
Good to know
- Confirm the buyer, product, amount, and order status before issuing a refund.
- Refunds are sent through the same connected Stripe account that received the payment.