Order Management | ConnectPOS

Sending Invoices

Lindsay Lohan — Mon, 18 Aug 2025 20:50:46 +0000

An invoice is a document detailing purchased items, prices, and payment information sent to the customer.
To request payment or provide an official transaction record.
Step 1: Go to the Orders page.
Step 2: Select the order you want to send an invoice for.
Step 3: Click Send Invoice.
Step 4: Enter the customer’s email address.
Step 5: Click Send. The customer will receive the invoice via email.

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Handling Exchanges

Lindsay Lohan — Mon, 18 Aug 2025 20:50:05 +0000

An exchange replaces refund returned item(s) with new item(s) for the customer.
To ensure customers receive the correct products while keeping inventory records accurate.

Step 1: Go to the Orders page.
Step 2: Select the order you want to exchange.
Step 3: Click Refund > choose the item you wish to Exchange.
Step 4: Confirm the exchange. The system updates order and payment records automatically.

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Processing Refunds & Partial Refunds

Lindsay Lohan — Mon, 18 Aug 2025 20:49:19 +0000

To refund an order:

Step 1: Go to the Orders page.
Step 2: Select the order you wish to refund.
Step 3: Click Refund.
Step 4: Confirm the refund. The payment status will update accordingly.

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Viewing & Filtering Orders

Lindsay Lohan — Mon, 18 Aug 2025 20:48:14 +0000

The Orders page allows you to view and manage all store orders, including in-store and eCommerce sales.

Viewing Orders
Step 1: From the ConnectPOS menu, go to Orders.
Step 2: By default, the In Store tab is selected. To view other types, click UnPaid, Unfulfilled, Partially Refunded, Refunded, Ecommerce, or Fulfilled.

Understanding the Order List Columns

ORDER – Unique order number.
DATE – Date and time the order was created.
CUSTOMER – Customer’s name or “Guest Customer.”
TOTAL – Total order amount.
STATUS – Order status (e.g., Delivered, Completed).
PAYMENT – Payment status (Paid, UnPaid, etc.).
FULFILLMENT – Fulfillment status (Fulfilled, Unfulfilled, etc.).

Filtering Orders
Step 1: Use the search bar to find an order by its number.
Step 2: Use the dropdown menus to filter by Order Status, Payment Status, and Fulfillment Status.
Step 3: For advanced filtering, click Advanced Filter.
Step 4: Select your preferred filters:

Order status – New, Delivered, Completed, Returned, etc.
Payment status – Paid, UnPaid, Partially Paid, etc.
Fulfillment status – Fulfilled, Unfulfilled, Partially Fulfilled, etc.
Order from – All, This Outlet, All Outlets, Phone.

From date / To date – To filter by a date range.
Step 5: Click Apply to confirm filters or Reset to clear them.

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