General Information about Orders

What is an Order

An order is a set of conditions for a participant's access to a product or multiple products. It includes information about the product, the selected offer, access conditions, price, payments made or planned, and customer data.

An order is usually created automatically when a user makes a purchase — for example, when they visit a page with an offer or fill out an application form via a widget.

A new order is created if a client returns from the payment page to the offer page or reopens it. This allows the system to record the current conditions of the specific offer the client interacts with and avoid cases where a payment is made under outdated conditions.

Where to View an Order

All orders are available in the section: CRM → Orders.

You can also view all orders of a specific contact in their Contact Card → Orders tab.

You are taken to the whole card with all the details by clicking on the order number.

What’s Inside the Order Card

General Order Information

At the top of the order card, a unique order number is displayed—it can be used for filtering and quick searches. It also shows which pipeline the order belongs to, its current stage in the pipeline, and the payment status. The payment status updates automatically depending on whether the payment has been made.

The card can also specify if the order is managed by a specific manager or responsible person. Tags may appear below, and there's a comment field for internal notes visible only to the team—useful for clarifications or capturing important details.

Client Information

The client data block shows their name and a contact card link. Email and phone numbers are also listed for quick identification or communication.

Pricing

This section shows the currency, product prices in the order, any applied discount, the total amount, and the amount already paid.

Products and Offers

The order card lists the product or products to which access is granted. If the order is created automatically, the applied offer will be shown above the product name. This allows for a quick understanding of the purchase conditions.

This section also displays:

• The content access start date and duration

• Product price

• Lesson access configuration (e.g., delays before unlocking the following materials)

• Assigned assistants, if specified in the offer

• Settings for practical assignments, comment access, and certificate information

If the order includes multiple products (e.g., a course and access to a private group), each is displayed as a separate block within the order card.

Payments

This part of the order card contains all payment transaction details related to the order. It allows for quick evaluation of the payment status and, if needed, re-sending reminders or checking technical payment details.

It shows each transaction's unique ID, the transaction's date and time, and the payment method.

If the payment was made directly through the platform, it will be marked as a non-cash transaction.

Also included:

• The name of the payment system used (integration)

• A comment field for manual notes

• Number of payment attempts (helpful for diagnosing payment issues)

• The transaction amount and a consolidated “Paid” section indicate if the payment succeeded

If payment has not been made, an active payment link will appear, which can be copied or re-sent to the client. There is also a button to manually send a payment reminder email, which is helpful if the client loses the original email or postpones the payment.

An order connects the product, client, and payment. It is created automatically with each new interaction with an offer and allows tracking client actions, verifying current access conditions, and making changes when needed. Orders can also be created and configured manually if necessary.