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