Open an order
Go to Client Galleries / Orders and open the order from the three-dot menu on its row › See order.
You will see the charges (total, charged and pending, with buttons to create a payment link and manage payments), the products, units per product and the payment summary.
Edit the order details
Click the pencil next to Order details:
General: the language. The status is changed with the Change status button.
Remarks: tags, internal notes and customer comments.
Download: block downloads, set the expiry date, limit the number of downloads and copy the link.
For the customer’s data, click the pencil next to Customer details: Customer tab (linked customer, name, tax ID, phone and email) and Shipping tab (address, payment method and shipping method). Save the changes.
Create the customer from an order
1. Open the order, click the three-dot menu at the top right and choose New customer.
2. Username and email are already filled in with the order data. Type a password or generate one, choose the customer type and complete the details. Tick Multiple customer if several people will share the same login.
3. Click Next, choose language, tags and, if you like, default payment and shipping methods, then click Finish.
4. The customer is not linked automatically: click the Customer details pencil, choose them in the Customer dropdown and save.