Orders and new orders

Every product a client buys becomes an order. Go to Orders → Overview to see them all. Use the search box, or the filter button in it, to filter by status, product, period or date.

Orders → Overview with the filters open.

Work on one order

Select an order to open it. The Details tab shows the client, price, status and renewal date, with buttons for the common actions:

Button	What it does
Renew	Renews the service now.
Suspend / Unsuspend	Stops the service (with a reason) or starts it again.
Cancel	Cancel now, or schedule cancellation for the end of the billing period when the order has an expiry date.
Change Product	Move the service to another product and recalculate the recurring price. For hosting, review Change Package before saving.
Issue Invoice	Makes a new invoice for this order.
Delete	Removes the order.

Review client requests in Cancellation requests.

The other tabs change the price and period (Edit Order), manage the service (Service Management), and list its Invoices, Upgrades, History and Support tickets.

One order, Details tab.

Tip

To keep the cron from suspending or cancelling an order for a while, tick Override Auto-Suspend on its Edit Order tab.

Create an order for a client

1. Select New Order, choose the Client and the Product, then Continue.
2. Pick the Invoice Option, the Period and whether to Activate Order now.
3. If the client already paid another way, tick the box that the first invoice is paid and choose the Payment Gateway.
4. Select Place New Order.

Export orders

1. Open Orders → Overview and select Export Orders.
2. Save orders.csv and open it in your spreadsheet application.
3. Use the order and client IDs to reconcile rows with ClientFence. Filter the spreadsheet to the subset you need.

The export contains all orders; the on-screen status, product and date filters do not limit the CSV. It includes billing fields such as price, currency, quantity, period, status and notes. Service provisioning configuration and credentials are excluded. Keep the export private because its notes and account references may contain customer information.

Export Orders downloads the full order list as a CSV file.

Change recurring prices in bulk

Use Bulk price updates for product, period, status and currency filters, price methods and a preview before applying changes.