Change the status and payment
Change the order status
- Open the order.
- In the Update Status card, choose the new status, for example Processing, Shipped or Delivered.
- Save. The change appears in the Order Timeline.
Whether the customer gets an email for a status depends on that status's Notify Customer setting in Settings → Order Statuses. The email itself is edited in Settings → Email Templates.
The usual path for an online order is Paid → Processing → Shipped → Delivered → Completed. A cash-on-delivery order starts as Pending until you confirm it.
Careful with Cancelled and Refunded. Moving a paid online order to Cancelled or Refunded sends the money back through the payment gateway (see Refunds and cancellations).
Payment status
The Payment Details card shows whether the order is Pending, Paid, Refunded or Failed.
- Mark as Paid — use it when you received the money outside the website, for example cash on delivery, bank transfer or a payment link. You are asked to confirm.
- Mark as Refunded — records a refund you already made another way (cash, bank transfer). It does not move any money.
Online payments update by themselves: when the gateway confirms the payment, the order becomes Paid. If a shopper cancels or the payment fails, the order stays as Incomplete so you can see it, and their cart is kept.
Assign the order to a teammate
More Actions → Assign Manager puts a person in charge of the order. Filter the list by Assigned To to see each person's orders.