Order Detail
The Order Detail page gives you a full view of an individual booking, allowing you to manage every aspect of the order from one place.
Order header
At the top of the page you can see:
- The order reference number
- The customer name and rental dates
- The current order status
- The date and time the order was placed
Rental Items
The Rental Items section lists all inventory included in this order, showing the item name, SKU, rental dates, price per day, quantity, and line total.
Click Add to order to add additional items to an existing booking.
Use the ... menu next to any item to manage that line item.
Customer Information
Shows the customer's name, email address, and phone number. Click the edit icon to update customer details directly from the order page.
Order summary
The right hand panel shows a full financial breakdown of the order:
| Field | Description |
|---|---|
| Subtotal | Total before tax and fees |
| Tax | Tax applied based on the location's tax configuration |
| Fees | Any additional fees applied |
| Order Total | Final total including all tax and fees |
| Amount Paid | Amount already paid by the customer |
| Remaining | Any outstanding balance |
Payment Method
The Payment Method section shows how the customer paid for the order. Click the edit icon to update payment details if required.
Sharing an order
Click the Share button to send communications to the customer:
- Send Email Confirmation — sends the booking confirmation to the customer's email
- Send Email Receipt — sends a payment receipt to the customer's email
- Send Text Confirmation — sends a booking confirmation via SMS
- Send Custom Text — sends a custom SMS message to the customer
SMS notifications must be set up in your account settings before text messages can be sent.
Changing order status
Use the status dropdown in the top right to update the order status (e.g. Confirmed, Active, Returned, Cancelled).
Printing an order
Click the print icon to print the order details.