Under 'Edit' you see all information about an online order, and this is where you capture the money for a card payment or register that you have received a bank transfer.

Get started

Click 'Online orders' in the menu on the left, and click 'Edit' next to the order (see Online order).

(1) 'Show customer' opens the customer card.

(2) 'Payment status' shows how far a card payment has come:

• Reserved: The amount is reserved on the customer's card, but the money has not been captured yet.
• Withdrawn: The money has been captured. If the customer should have money back, tick 'Refund', enter the amount and click 'Update order'.
• Cancelled: The withdrawal has been cancelled.

If the payment was not completed, e.g. because the customer cancelled the purchase, no payment status is shown.

(3) 'Order status' and 'Own status': Set the order to 'Archived' when you are done with it, or to 'Cancelled'. You can also give it a status you have created yourself (see Online order).

(4) As long as the amount is reserved, tick 'Withdraw payment' to capture it, or 'Cancel withdrawal', e.g. if the customer has cancelled. Then click 'Update order'.

(5) 'Payment type' and 'Paid?': The payment type the customer used, and whether the customer has paid. 'Yes' means that the customer has completed the payment, but not necessarily that you have received the money. If the customer pays with a payment type without a card, e.g. bank transfer, you set 'Paid?' to 'Yes' yourself when you have received the money.

(6) 'Order link' opens the customer's order confirmation in a new window.

(7) Under 'Internal remarks' you can write a note on the order.

(8) Click 'Update order' to save your changes. With 'Create invoice for order' you create an invoice for the order, e.g. if a bank transfer was never received. For some orders, you first choose the debtor and cash register for the invoice.

Under 'Order contains' you see the items in the order with amount, price and any discount. If the order is a booking, the booking number is shown under the item. If it is a voucher, you also see the code, status, value and balance of the voucher.

Under 'Customer information invoicing' and 'Customer information delivery' you see and edit the information the customer has entered. Click 'Update order' to save your changes.