Understanding Orders

The Orders List Page gives you a full picture of every transaction in your Nabooki account — payments received, balances outstanding, and the booking details behind each purchase. Use it to track payment status, follow up on unpaid balances, and manage refunds and invoices in one place.

How it works

Every transaction in Nabooki generates an order. The Orders List Page displays each order with the customer's name, Order ID, the service booked, the total amount, any outstanding balance, and current payment status. This makes it straightforward to see at a glance which orders are fully paid, which have a balance remaining, and which may need follow-up.

To find a specific order, use the search bar at the top of the page. You can search by customer name, Order ID, or Booking ID.

Filter Button

Select Filter to narrow the Orders list by:

Created Date — a From and To date range
Origin — Agent or Direct
Payment Status — Part Paid, Fully Paid, Not Paid, or Overpaid

Multiple filters can be applied together, and selections update the list immediately.

Add Order Button

Select + Add order to create a new order on a customer's behalf. This opens the embedded shopping cart widget, where a service can be selected, added to the cart, and checked out to generate a new order without leaving the Orders page.

Order details

Selecting View Order opens the full Order Details page for that transaction. All information related to the order is consolidated here — you won't need to navigate elsewhere to review, manage, or action a payment.

The Order Details page is organised into three sections:

Order Summary

Shows the supporting details for the transaction: the number of active (non-cancelled) bookings linked to the order, the customer's name, email address, and mobile number, and the date and time the order was created (based on your account timezone).

Invoice Summary

Shows a cost breakdown for the order: the total value of booked items, any discount applied, and the final amount after discounts. If no discount was used, the discount value displays as zero.

Transaction Summary

Shows payment activity for the order: the amount paid, any refunds processed, and any remaining balance. From this section you can also take the following payment actions:

Record a manual payment if the customer paid offline
Process a payment on the customer's behalf
Send an online payment request for the customer to complete themselves

📝 Note: For instructions on sending an online payment request, see: Request Online Payment

Invoice Button

Selecting Invoice opens a formatted invoice based on your invoicing and branding settings. The invoice displays the invoice number, customer details, all bookings linked to the order, the total amount and outstanding balance, and payment history.

Edit Order Button

Existing bookings within an order can be edited, updating the date, time, staff/resource, or quantity, without cancelling and recreating the booking. Location and service option selections remain fixed once a booking is created.

Edit Order can be accessed from:

The Orders List page, via the ellipsis (⋯) menu
The Order Details page, via the ellipsis (⋯) menu
Change booking on the Order Confirmation page

An Order change in progress banner stays visible throughout editing, and changes can be reviewed before confirming. Current service pricing applies to any updated booking.

Merchants aren't restricted by cancellation policy when editing. You can still edit past bookings, though Edit may be unavailable for other reasons (e.g. an ineligible booking type).

📝 Note: Some booking types, such as multi-session, booking-request, or waitlist bookings, can't be edited and remain visible in the order with their original details.

Apply Code Button

To apply a promo code or Gift Voucher to an order, select Apply Code from the ellipsis menu. Enter the code in the window that appears and confirm to apply it to the order.

Troubleshooting & FAQs
How do I view or download the invoice for an order?
Click View Invoice on the order to access management options. From there, you can: Preview | Edit | Email | Download | Print
For a detailed walkthrough, view our help article here
A promo or voucher code isn’t applying
Please ensure the code is still valid, has not expired, and is applicable to the selected service.

I can’t find an order I know exists

To ensure a direct match, verify the spelling of the name or search by Order ID or Booking ID.

Need Help?
💬 Live Chat: Click the chat icon in the bottom-right corner of the screen.
📧 Email: support@nabooki.com