Review orders and abandoned checkouts

See what clients bought, mark offline payments as paid, and follow up kindly with people who started a checkout but didn't finish.

Every checkout purchase creates an order. The Orders tab tells you what was bought and whether it's paid. The Abandoned tab shows checkouts people started and left, so you can decide whether a gentle follow-up would help.

Before you start

• Time: 5 minutes.
• Stripe connected and a checkout live. Orders only appear once people buy.

Review your orders

1. Go to Payments > Orders.
2. Read the cards: Total Orders, Completed, Awaiting Payment and Total Revenue.
3. Scan Recent Orders. Each order shows its number, date, total, order status and payment status.

There are two statuses, and they answer different questions:

The list shows your most recent 200 orders, newest first. There's no search, so for older purchases look in Txns instead.

Mark an offline payment as paid

When a client pays by check, bank transfer or cash:

1. Find their order and click Mark Paid.
2. Choose the payment method.
3. Add a Reference / Transaction ID if you have one, such as the check number or bank confirmation.
4. Add internal notes if helpful, for example "Paid in person after session".
5. Click Confirm Payment.

The payment status changes to Paid, and a pending order becomes Completed. Flourivate records who marked it and when. Only mark an order paid once the money has actually arrived.

Look at abandoned checkouts

1. Go to Payments > Abandoned.
2. The cards at the top show how recovery is going: EMAILS SENT, RECOVERED, RECOVERY RATE, GROSS REVENUE, DISCOUNT COST and NET REVENUE.
3. Step Performance shows results for each of the up to three recovery emails Flourivate sends.
4. Under All Abandoned Checkouts, each row shows PLACED BY, EMAIL, DATE, ITEMS, AMOUNT, EMAIL STATUS and RECOVERY.

Before you follow up

An abandoned checkout doesn't mean they owe you anything, and it doesn't always mean they didn't buy.

1. Check RECOVERY. If it says recovered, they came back and paid.
2. Check EMAIL STATUS. If it says Sent, a recovery email already went out. Don't pile on.
3. Check Orders and Txns for a payment from the same person. They may have paid another way.
4. If they truly didn't buy, a short personal note works better than another automated email: "I saw you started signing up. Any questions I can answer?"

Check it worked

• After Mark Paid, the order shows Paid.
• Abandoned checkouts you followed up on show as recovered if they come back and pay.

If something's off

• No Mark Paid button: the order is already paid, it's cancelled (cancelled orders can't be marked paid), or your user role doesn't allow it.
• The status didn't change after Mark Paid: refresh the page.
• A purchase has no order: the checkout wasn't linked to a product. See Payment went through but nothing happened.
• You can't find an abandoned checkout: the tab has no search. Scan by date and email. If it isn't there, check Orders and Txns for a completed payment.