[Wizebank Guide] - Using the Orders Dashboard

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Overview

The Orders Dashboard is where you can find a complete history of your successful orders and issue refunds.

 

Orders_Dashboard.png

 

Using the Orders Dashboard

The orders dashboard provides the following information:

Key Terms Description
Date / Time In Coordinated Universal Time (UTC)
Product Purchased The name of the product that was purchased
Customer Name The customer's full name
State / Province The region where the customer resides 
Country The country where the customer resides
Customer Email The customer's email
Amount This is the total price of the product
Installments This is the length of the payment plan in months
Status This describes the current state of the customer's payment plan:

Approved: the customer has successfully purchased

Pending Payment: the customer purchased using direct debit and the payment has not yet cleared

First Payment Failed: the customer attempted to pay using direct debit but the transaction did not go through

Refunded: a refund has been successfully processed
Action A blue 'REFUND' button will show here when an order has been confirmed. You can use this button to initiate a refund through Wizebank.

 

Exporting Order Data

You can export all of this information using the 'EXPORT CSV' button on the top left of the dashboard.

Orders_Dashboard_Export_CSV.png

 

Issuing a Refund

Processing a refund for a customer using Wizebank is similar to processing any regular refund and is still subject to your own refund policy. You can issue a refund through the Orders dashboard by clicking the blue 'REFUND' button under the ‘Action’ column. At that point, Wizebank will automatically cancel any outstanding payments associated with the order and any payments received from the customer will be refunded back to the original payment method used.

 

Need More Help?

We're happy to answer any questions you might have. Reach out to us at help@wizebank.co and we'll help you get up and running!

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