Orders are the transactions that occur when your visitors purchase tickets, products, or services for your event.
With Visit, you can easily create, edit, and delete order records, as well as view and export order data, such as payment details, order status, and order history. You can also manage refunds and cancellations for your orders, as well as generate and send receipts, confirmations, and vouchers to your visitors. Please note that for some of these actions you will need to have the Visitors and Refunds permissions enabled.
Visit also allows you to integrate with various payment gateways to process online payments securely and conveniently. In this help page, you will learn how to use the Service Centre module to manage your orders effectively and efficiently.
Access from Homepage: Select your event > Service centre > Orders
Sort and filter orders
By default, Visit Create displays all orders. You can sort the list by selecting one of the column titles.
You can also filter by order status, payment service provider or payment state:
- Select Filter .
- Select one or multiple items from each dropdown.
View and edit order data
You can view and edit order details in the Orders section of each visitor in the Service centre.
- Browse for the order, or find a specific order by entering the order code in the search box.
- Select an order to view a preview of the order details.
- Select View detailson the order list, or select View details in the details preview. Visit Create opens the Orders tab in the Visitors section.
- You can see details of the order, including which items the registrant purchased. You can also view other orders by the same registrant.
- Select Edit to make changes to the order.
- Use the plus and minus buttons to remove or restore items.
- Select Recalculate & save to update the total cost and save the changes.
- Select Back to return to the Orders tab in the Service centre.
Export orders
You can export the order list and payment report as a .xlsx file.
- Select the orders you want to export.
- Select Export .
- Select Downloads to view the document’s progress and download the file.