Order Details

What the Order Details page is for

Order Details is the single-order cockpit. It gathers everything that happened on one transaction — the products ordered, the payment record, and the services that were created — into one screen, so your support staff can answer "what happened with this order?" without hunting through other pages.

How to open an order

Open the Orders page from the sidebar and click any row in the list. You land on that order's detail page. If you arrived from a client's profile, the top-left link reads Back to Client and returns you there; otherwise it reads Back to Orders.

Reading the page

The header shows Order #<number>. When the order is a plan change rather than a new purchase, an Upgrade badge appears next to the order number, and an Upgrade Details banner is usually shown higher up (covered below).

Below the header are several cards:

• Order Details — Status, Payment, Billing Cycle, Subtotal, Setup Fee (only shown when a setup fee was charged), Total, and Created date.
• Client — the customer's Name and Email. Both the name and the View Client link open that client's profile.
• Notes — internal notes that only staff can see; never visible to the customer.
• Order Items — one row per product on the order.
• Invoice — a View Invoice link, shown only when the order has a linked invoice. It opens the matching invoice.

The Order Details card fields

Field	What it shows
Status	The order's lifecycle state: Pending, Completed, Cancelled, or Fraud.
Payment	The payment state: Pending, Processing, Completed, or Refunded.
Billing Cycle	The cycle the order was placed on (for example Monthly, Annually, or Hourly).
Subtotal	The product amount before setup fees. Hourly orders show four decimal places for precision.
Setup Fee	The one-time setup charge. This row only appears when a setup fee greater than zero applies.
Total	The full charged amount. For hourly orders this reads Credit-based, because hourly usage is drawn from the client's credit balance rather than a fixed total.
Created	The date and time the order was placed.

The Order Items table

Each row lists one product with these columns: Product, Billing (its own billing cycle), Amount, Setup (its setup fee), Status, and Category. Under the product name, the row may also show extra detail captured at checkout, such as Host (hostname), OS, Location, and any custom fields. Custom fields marked for staff carry an (admin) tag.

If an item has already produced a service, its row becomes clickable and highlights on hover. Click it to jump straight to that service's detail page. Rows without a linked service yet are not clickable.

Editing an order

Use Edit Order to change an order's state inline:

1. Click Edit Order in the header. The Status and Payment values turn into dropdowns and the Notes card becomes an editable text box.
2. Set Status to Pending, Completed, Cancelled, or Fraud.
3. Set Payment to Pending, Processing, Completed, or Refunded.
4. Type or update internal staff notes in the Notes box (placeholder: Internal notes…).
5. Click Save to apply, or Cancel to discard your edits. Changes take effect immediately on save.

Header actions

When you are not editing, the header shows action buttons that depend on the order's state:

Button	When it appears	What it does
Edit Order	Always	Switches the page into edit mode so you can change Status, Payment, and Notes.
Mark as Completed	Only while the order Status is Pending	Confirms the order and triggers provisioning of the ordered services. You are asked to confirm first.
Cancel Order	Only while the order still has pending items	Cancels the order after a confirmation prompt. The order moves to Cancelled.
Delete	Always	Permanently removes the order. Cannot be undone.

Deleting an order

Clicking Delete opens a confirmation dialog. It includes a checkbox: Also delete and terminate the services allocated to this order. Leave it unchecked to remove only the order record while keeping any services running; tick it to also tear down the services that this order created. Confirm to finish.

Deletion is permanent. If you only want to flag a bad order rather than erase it, prefer setting Status to Fraud (see below) so the record and its history are preserved.

Upgrade orders

When a customer changes an existing service to a different plan, the resulting order is an Upgrade order. These show an extra Upgrade Details banner with:

• From / To — the previous and new product names.
• Upgrade Status — whether the upgrade completed, failed, or is still pending.
• Service — a link to the affected service.
• Credit, Charge, and Fee — the credit applied from the old plan, the amount charged for the change, and any upgrade fee. These appear only when a credit was applied.

Common tasks

Confirm a paid order and start provisioning

Click Mark as Completed while the order is Pending, then confirm.

Record a refund

Click Edit Order, set Payment to Refunded, and click Save. This records the refund on the order; it does not by itself send money back through your payment provider.

Flag a fraudulent order

Click Edit Order, set Status to Fraud, and save. The order is marked without being deleted.

Jump to the created service

In the Order Items table, click any row that has a linked service.

Tips and gotchas

Marking an order Completed triggers provisioning — only do it once payment is confirmed, or use it deliberately to provision an order you are accepting manually.

• The Cancel Order button disappears once an order no longer has pending items, since there is nothing left to cancel.
• The Invoice card and its View Invoice link only show when an invoice is attached to the order.
• Notes are for staff only and are never shown to the customer.

Related

Orders · Invoices · Services · Client Details