How can I search for orders by date range?

Use the date filter in Orders to set a custom range (for example, January 1, 2024 to January 31, 2024) and apply the filter.

What is the Abandoned Checkouts feature?

Abandoned Checkouts helps you track incomplete checkouts from the Orders page, view customer and cart details, and monitor recovery email status when enabled.

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How To Use The Orders Tab in Your Payments Section – BizStackPro Help

How To Use The Orders Tab in Your Payments Section

Q: What is the purpose of the Orders tab?

The Orders tab lets you view and manage all orders, filter by status and source, review abandoned checkouts, and export order data for accounting and reporting.

Q: What order statuses can I view?

You can view orders by status such as All, Pending, Completed, or Canceled, depending on your current filter selection.

Q: Can I filter orders by payment mode?

Yes. You can filter orders by Live mode or Test mode to separate real transactions from test activity.

Q: What sources of orders can I filter by?

You can filter orders by source such as Funnels, Websites, or Memberships (depending on what you have connected and selling).

Q: What details are included in the CSV export?

CSV exports can include item name, quantity, price, discount, subtotal, product ID, price ID, currency, tax details, payment method fields, and refund status, depending on your export options.

Manage every order in one place—filter by status and source, track abandoned checkouts, and export detailed CSV reports for accounting and analysis.

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Seeing All Your Orders Without Digging Through Multiple Views

When sales start coming from different sources, it can be difficult to track orders, identify patterns, and understand what’s actually happening.

The Orders tab brings everything into one place, allowing you to filter, sort, and review transactions across funnels, websites, and memberships.

Without a centralized view, orders can feel scattered, reporting becomes harder, and missed opportunities—like abandoned checkouts—can go unnoticed.

This guide will walk you through how to use the Orders tab so you can stay organized and make better decisions from your data.

To begin, review what the Orders tab helps you do and how it organizes your data.

What the Orders Tab Helps You Do

The Orders tab gives you a centralized view of purchases across your selling assets, so you can monitor performance, handle operational tasks, and export clean data for reporting.

View all orders in one list
Filter by status, payment mode, source, and date range
Track abandoned checkouts and recovery status
Export CSV data for accounting, analytics, and planning

Follow along: Go to Payments → Orders, then use the filters across the top to narrow your view.

Filtering & Sorting Orders

Filters help you quickly find the exact set of orders you need—without scrolling endlessly.

Status: All / Pending / Completed / Canceled
Payment Mode: Live / Test
Source: Funnel / Website / Membership
Date Range: Select a custom range (example: January 1, 2024 – January 31, 2024)

Pro tip: Use Test mode filtering when you’re auditing your checkout setup so test orders don’t distort real revenue reporting.

Abandoned Checkouts

Abandoned Checkouts help you monitor incomplete purchases so you can identify recovery opportunities.

Go to Payments → Orders.
Use the dropdown to switch to Abandoned Checkouts.
Review customer details and items left behind.
Check Email Status to confirm whether recovery notifications were sent (if enabled).
Recovered purchases are typically marked so you can measure what was saved.

Suggestion: Review abandoned checkouts weekly. If you see patterns (same product, same step), that’s a signal your offer or checkout page may need clearer copy or fewer fields.

CSV Exports (Detailed Order Data)

Export orders to CSV for accounting tools, reporting, and deeper analysis. Depending on your workspace setup, exports can include:

Item name, quantity, price, discount, and subtotal
Product ID and price ID
Currency fields (often without symbols for cleaner numeric values)
Tax name, tax amount, and total tax
Refund status and payment method details

Follow along: In Payments → Orders, apply your filters first, then export—so your CSV matches the exact report window you need.

Why This Matters

Clarity: Understand order volume, refunds, and tax totals quickly.
Recovery: Identify abandoned checkout opportunities and potential fixes.
Reporting: Export clean data for accounting and analysis.
Focus: Filters keep you working in the right “view” for the task.

Want better reporting and smoother order tracking?

BizStackPro centralizes orders, payments, and customer records—so reporting and follow-up don’t become a separate system.

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Frequently Asked Questions

What is the purpose of the Orders tab?

It’s your central place to view, manage, filter, and export orders—and track abandoned checkouts.

What order statuses can I view?

Common statuses include All, Pending, Completed, and Canceled.

Can I filter orders by payment mode?

Yes—use Live or Test mode filters.

What sources of orders can I filter by?

You can typically filter by source like Funnels, Websites, or Memberships.

What details are included in the CSV export?

Item name, quantity, pricing/discounts, product and price IDs, currency, tax details, payment method fields, and refund status (depending on export options).

What is Abandoned Checkouts?

It tracks incomplete purchases and shows customer/cart details and recovery email status when enabled.

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Turn Order Data Into Better Decisions

Use filters to isolate performance by date and source, review abandoned checkouts for lost revenue signals, and export CSVs to keep your reporting clean and consistent.

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Cleaner exports. Better insights.

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