Manage Pre-Order Orders
This guide explains how to manage pre-order orders from the Orders dashboard.
Order List
Section titled âOrder ListâThe Orders tab shows all pre-order orders with key information:
- Order number and date
- Customer name
- Product and variant
- Total amount and paid amount
- Financial status (paid, partially paid, authorized)
- Fulfillment status
Filtering Orders
Section titled âFiltering OrdersâUse filters to find specific orders:
- Financial status: Paid, partially paid, authorized, refunded
- Fulfillment status: Unfulfilled, partially fulfilled, fulfilled
- Date range: Filter by order date
- Search: Search by order number, customer name, or product
Order Statistics
Section titled âOrder StatisticsâThe stats bar at the top shows:
- Total pre-order orders
- Total revenue
- Orders pending fulfillment
- Orders with remaining balance to capture
Order Details
Section titled âOrder DetailsâClick on an order to view detailed information:
- Shopify order link (opens the order in Shopify admin)
- Line items with product and variant details
- Payment breakdown (deposit paid, remaining balance)
- Scheduled payment information
- Order history and status changes
Payment Status
Section titled âPayment Statusâ| Status | Description |
|---|---|
| Paid | Full payment captured |
| Partially Paid | Deposit captured, remaining balance pending |
| Authorized | Payment authorized but not captured (pay-nothing) |
| Refunded | Payment has been refunded |
| Partially Refunded | Partial refund issued |
Scheduled Payments
Section titled âScheduled PaymentsâFor deposit and pay-nothing orders, the remaining balance is tracked as a scheduled payment:
| Field | Description |
|---|---|
| Capture amount | The remaining balance to be charged |
| Trigger type | On fulfillment, time after checkout, or exact time |
| Status | Scheduled, captured, failed, expired, or cancelled |
| Capture date | When the capture is scheduled (for time-based triggers) |
Capture Statuses
Section titled âCapture Statusesâ- Scheduled: Waiting for the trigger condition
- Captured: Successfully charged
- Failed: Charge attempt failed (e.g., expired authorization)
- Expired: Authorization expired before capture
- Cancelled: Order was cancelled before capture
Managing Orders
Section titled âManaging OrdersâCancel Orders
Section titled âCancel OrdersâCancel individual orders from the order detail view, or use bulk cancel from the order list:
- Select orders using checkboxes
- Click Bulk Cancel
- Confirm the cancellation
Cancelling in the app also cancels the corresponding Shopify order and releases any payment authorizations.
Export Orders
Section titled âExport OrdersâExport order data for accounting or analysis:
- Go to the Orders tab
- Apply filters if needed
- Click Export
- Download as CSV