Manage Your Orders

Quickly track sales and access customer details

View your funnel orders

Funnelish offers two ways to view orders: a Global Orders tab to see all orders across your account in one place, and individual Funnel Orders pages to review, edit, or export orders specific to each funnel.

Funnel Orders.

• Click on the side dots to fulfil, archive, cancel, refund or delete orders.

More orders details

To learn more about the transaction and customer, click an order. A side panel opens and displays details like payment method, product information, address info.

Click the ellipsis to edit customer information. The panel displays contact information and the customer's order history in the funnel.

Viewing order details.

Account-wide

You can review account-wide orders. Go to the Funnelish main page and click Orders at the top menu bar. The page shows payment status, customer name, product, and amount.

• As described above, click an order to open a side panel with more information.

Note Deleting a customer from Global Orders does not delete the order from the funnel. Instead, the order is displayed with an Unknown customer.

Tags in Orders

You can also manage tags from the Orders page:

• Tags you’ve created in Orders or Customers can be applied to or removed from a customer directly.

Orders Tags.

• Automations can then automatically update these tags based on triggers like purchases, refunds, or leads.

For more details, see our Tags article.

Export orders

To export your orders, click the Export orders button.

Choose the type of data you want to export (by Date or All Orders) and then download the .csv file.