Order Management

Recommended setup order

1. Overview - you are here.
2. Create Order - build a takeaway or delivery order and send an invoice.
3. Payment Requests - track invoices awaiting payment, resend or mark paid.
4. Transactions - search and review live or past orders.
5. Order Refunds - view refund history and details.
6. Order Status - customise customer-facing status labels per outlet.

Create Order

Menu path: Create Order

Build a takeaway or delivery order from the admin panel for a customer, then send them a Tax Invoice to pay - pick a location, add items, attach a customer, and choose how they'll pay. Nothing is charged until the customer pays, or you mark it paid yourself.

Full guide: Create Order.

Payment Requests

Menu path: Payment Requests

Track draft orders with an invoice sent and awaiting payment - resend the invoice, mark a payment received (for cash or bank transfer), or cancel it. Paid orders move to Transactions.

Full guide: Payment Requests.

Transactions

Menu path: Transactions

Search and review order history — amounts, payment methods, platforms, locations, and line items. Open an order for full details, change status when permitted, or send a receipt by email or SMS.

Full guide: Transactions.

Order Refunds

Menu path: Order Refunds

Browse refund history — which items were refunded, amounts, reasons, and who processed them. This screen is read-only; refunds are issued from POS.

Full guide: Order Refunds.

Order Status

Menu path: Order Status

Set custom labels and descriptions for system order statuses (for example how “Preparing” appears to customers). This does not move individual orders — use Transactions for that.

Full guide: Order Status.

Tips

• Align date range and location filters on Transactions before concluding an order is missing.
• If a status change fails, read the toast — common causes are invalid status transitions or missing UPDATE permission.
• Issue refunds from POS; use Order Refunds to audit what was already refunded.
• If an invoice from Create Order fails to send, the order isn't lost — resend it from Payment Requests.