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.
Here’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
How To Use The Payments Tab
Within the Payments section of LANA, you can create and send invoices, manage orders and transactions, add products, set up taxes, and integrate both Paypal and Stripe as merchant processors. Using these payment features will allow you to charge for ...How To Use The Transactions Tab in Your Payments Section
The Transactions tab of your Payments section allows you to manage all of your transactions conveniently in one spot. You can view a sortable, searchable list of all transactions, which you may also download via an Excel file. The list gives you a ...Authorize.net integration for processing payments
Authorize.Net is considered a competitive payment processor due to its reliability, security, and wide range of features. It has operated for over 20 years, providing payment processing services to businesses of all sizes. Authorize.Net provides ...How To Customize The Tax Settings in Your Payments Section
Tax adds up quickly, so it’s critical to ensure you are capturing the correct taxes for your business. Using the Tax Settings feature, you can quickly and easily add one or multiple taxes to LANA. This will allow you to capture taxes for your ...How to Integrate and Use Paypal
By integrating Paypal as a merchant processing application to LANA, you’ll be able to process payments for products and services right within LANA. This will help you manage your business and allow you to track transactions right within the Payments ...