Logo

How To Use The Orders Tab in Your Payments Section for GoHighLevel

How To Use The Orders Tab in Your Payments Section

The Orders tab allows you to manage all of your Orders. 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 is displayed.

Hereโ€™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, you can export/download an Excel file conveniently and easily using the button in the top right corner.

Related Articles

Customize Email and SMS notifications for invoicing in GoHighLevel

Introducing a fresh capability empowering businesses to customize email and text alerts for invoicing, diverging from the conventional system defaults. Tailor your notifications according to your preferences, seamlessly integrating customer specifics and invoice amounts for a personalized touch. What is the Invoice Notification Customization feature? The latest addition empowers businesses with the ability to tailor […]

John Mamado

How-to add Taxes Overview in GoHighLevel

Effectively overseeing tax responsibilities within your business is vital for maintaining compliance and orderliness. Utilize the Tax Settings functionality within your CRM to streamline tax management, enabling effortless addition, organization, and application of taxes. This robust feature not only saves time but also minimizes errors, thereby optimizing financial operations. Additionally, leveraging the SaaS workaround through […]

John Mamado

How to enable Sales Receipts for Order Form, Calendar and Invoice payments in GoHighLevel

In the realm of business exchanges, receipts play a pivotal role, furnishing customers with tangible evidence of their transactions. Serving as a testament to payment, they facilitate precise record-keeping for both businesses and clientele alike. Recognizing the significance of streamlined receipt handling, we’re excited to unveil our newest offering: Automated Receipts. How to enable Sales […]

John Mamado

What is listed on the Subscriptions page on Payments in GoHighLevel

In this article, we will cover the subscription tab and how it works Please head into Payments > Then click on Subscriptions  Please Note: Subscriptions generated through funnel version 2 order forms exclusively populate the subscriptions page. Stay tuned for upcoming features allowing subscription management, including cancellation and refund initiation, directly within the platform, eliminating […]

John Mamado
Logo
Go HighLevel Onboarding, Training, Education, Coaching, Support, Products and Services. Enabling Customer Success for GHL Agencies Worldwide
Copyright Growthable 2023 | All Rights Reserved

Grab our free techincal onboarding checklist

Our Growing Up Sale is on now! Last chance ๐Ÿš€๐Ÿš€ To Celebrate we giving you 25% off any plan until July 1st!

Prices will never be this good again, get your UNLIMITED onboarding and support before its too late!

TIME LEFT
Coupon has expired
Last chance - get 25% OFF!