This article details how admins can manage orders and explains the statuses for orders and payments.
Processing Orders
Whenever a member purchases any product, such as memberships, a new order is automatically generated. You can find a listing of all these orders by selecting Settings, and then Orders.
The Orders table displays the following information:
Order ID, formatted with the instance's abbreviation, year, and order number (e.g. XYZYY1234)
Customer details who purchased the order
Order Status, which is detailed below
Payment Status, which is detailed below
Total is the total amount collected, including any surcharges
Updated date, which displays the last time the order or payment status was updated
Actions list all the possible actions that can be taken against the order, including Edit
Order Statuses
Most order statuses will automatically be set by NPressive. The admin, however, can manually set and override them as well. The order statuses are as follows:
Draft order status is automatically set every time a user selects a product for purchase. If the user abandons the order purchase process, the order is deleted after 24 hours.
Pending order status is automatically set when the payment method hasn't yet been selected and/or submitted by the member.
Canceled order status is automatically set after 24 hours if the payment screen is never reached or provided. We recommend admins follow up with the customer to remind them to complete their payment.
Processing order status is automatically set when the selected payment method requires action by the customer, such as ACH bank transfers.
Completed order status indicates payment for an order has reached the payment status of succeeded. For virtual products, such as a membership or subscription, NPressive automatically marks the order status as completed. For physical products, we recommend the admin manually change it to completed status only once fulfilled/shipped.
Returned order status should be manually selected by the admin if/when the payment is refunded.
Payment Statuses
The payment status is controlled and set entirely by Stripe; they can not be overridden. The payment statuses are as follows:
Requires Action indicates a member’s payment requires action on their payment before it can be processed. Next, wait for the member to complete the required action, such as verifying an ACH micro deposit.
Processing indicates a member’s payment was successfully captured. Next, wait for the initiated payment to succeed or fail. ACH direct debits take 4-6 business days to process once payment is submitted and verified by the member.
Succeeded indicates a member’s payment was successfully processed. Next, fulfill the purchased goods or services.
Canceled indicates a customer's payment failed. Next, wait for the payment to be corrected by the member, or message them to let them know.
Email Notifications
There are 3 types of email notifications sent out by NPressive:
A payment succeeded status email receipt is sent from Stripe, the payment processor, to the member directly upon successful payment/charge. For ACH bank transfers, this will be delayed until the payment transfer is successful.
An order processing status email confirmation is sent from NPressive to the member directly, letting them know the order was received.
An order completed status email confirmations are sent from NPressive both to the admin(s) and member when an order is marked as completed.