Orders Module

Orders Module

📋 Orders Module

The Orders Modules provides a complete overview of each transaction. It displays the customer’s name, Order ID, the service booked, total amount, outstanding balance, and payment status. This structured layout makes it easy to identify completed payments, outstanding balances, and any transactions that may require follow-up.

Users can search for an order using keywords related to: Customer name, Order ID, Booking ID, and Description. This allows merchants to quickly locate specific orders.



🔎 View Order

Selecting View Order opens the Order Details page.

This page provides a comprehensive summary of the transaction, including booking information, invoice totals, transaction history, and available payment actions. All order-related details are consolidated into a single, easy-to-navigate view, making it simple to manage payments and review customer activity.





 🔹Order Summary

The Order Summary provides important supporting details that give greater clarity around each transaction. It displays the total number of active bookings linked to the order, ensuring clear visibility of all confirmed, non-cancelled bookings included in the purchase. Customer details are also shown, including the name, email address, and mobile number associated with the order, making it easy to identify and contact the purchaser if needed. In addition, the summary records the exact date and time the order was created, based on the merchant’s selected timezone, ensuring accuracy and consistency in reporting. 

 🔹Invoice Summary

The Invoice Summary presents a simple breakdown of the costs. It shows the total value of the booked items, any discounts applied, and the final amount after discounts. If no discount has been used, this will be shown as zero.

 🔹Transaction Summary

The Transaction Summary provides an overview of the payment activity for the order. It shows how much has been paid, any refunds that have been processed, and any remaining balance still due.

Payments can be processed or recorded in this section. You can also perform the following actions:
  • Apply a manual payment if the payment was made offline

  • Process a payment on the customer’s behalf

  • Send an online payment request so the customer can complete the payment themselves.

📌 For step-by-step instructions, please refer to this guide: How to request an online payment

If a partial or full refund is processed, you will have the option to view the Credit Note and see the refund details. The Credit Note can be previewed, emailed, or printed.


🎟️ Apply Code

Clicking Apply Code opens the promo or voucher window, where a promo code or gift voucher can be entered and applied to the order.



🧾 View Invoice

Selecting View Invoice opens the invoice modal.

This displays a professionally formatted invoice based on the merchant’s invoicing and branding settings, ensuring consistency with their business identity.


The invoice opens a modal, showing:

🔢 Invoice number
 👤 Customer details
 📅 All bookings associated with the order
 💰 Total amount and outstanding balance
 💳 Payment history




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


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