Export orders to CSV file

You can export your orders to an CSV (comma separated value) file, so that you can import it into Excel, other spreadsheet software, or use it to import to any other platform. To export orders, first go to Orders, and then select Export from the dropdown menu: Once you click on Export, you’ll be able to select […]

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How come discounts don’t show up in Shopify

When Cartfunnel exports an order to Shopify, Cartfunnel sends the total discount value in the Order record. In your Shopify dashboard, within the Order details, you’ll see a special order attribute that indicates how much discount was applied to the order: The discount value, although passed to Shopify, is not displayed. This isn’t something Cartfunnel […]

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How to search (filter) orders

The best way to find orders placed by a specific customer is to search for the customer, and not by order. Under each customer detail page, you’ll see a list of orders placed by that customer. If you need to find an order, you’ll need one of two things: tag on the order, or date […]

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How to create a subscription manually for customers

To create a subscription for a customer manually, you will first need to create an order from which the subscription will be based. Once you have an order, you can click on the Build Subscription button from within the order details page: A modal window will appear that will let you choose which order line item […]

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Creating new orders for a specific customer

When you’re creating an order manually, you’ll find that you may be entering the billing/shipping address quite often. You can save yourself time if the customer is already in the system by going to the specific Customer Profile in the system and clicking on the Create Order link found here: Clicking on this link will pre-populate the […]

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Viewing invoice

Each order has an automatically generated URL to an Invoice Page. You can print this off for your records, as well as send this URL link to customers to pay for unpaid orders. To find the URL to the invoice page, go to the Order Details page first, find the dropdown menu on the upper right hand […]

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Duplicating an order

Duplicating an existing order will copy the entire existing order, which makes it a lot easier if the new order will mostly be the same. The following information will be copied over: Customer Billing address Shipping address Line items Shipping prices Note that things like discounts are not copied over. If you’re creating an order for […]

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Changing order customer

Each order belongs to a customer. You can change the customer of an order when the order is still in its draft state. An order remains in the draft state until: Payment is received Invoice is sent Order is marked as paid manually Once an order is no longer in the draft state, the customer can no […]

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Changing email address

You can change the email address associated with an order by clicking on the email address on the right hand side of the order details page: Note that changing the email address here does not change the email address of the customer associated with this order. Likewise, adding an email address to an order where there […]

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Sending invoices

You can send invoices directly to your customers when you manually create orders. From the order detail page of an order that has not already been paid, click on Email invoice: Note that Email invoice only works if a customer email address has been entered into the order. A popup will appear where you have the […]

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