Order Editor - Submit Order for Processing

Location: Ecommerce/Orders/Order Editor -> Submit Order Button

Overview: After you have completed all the steps for creating your order, click the submit button to process the order and collect payment. 

Summary of How to Submit Order for Processing:

• Click the Submit Order button to Process the Order.
• Any error check messages may come into view, review these and make any changes as needed.
• If your order has no errors, the Confirm Process Order Now message comes up. Confirm this message to proceed.
• When the order has been successfully processed you will receive a Process Notice at the top of the Order Editor. Review this for any actions that have taken place. Some notices may include:
  • Successful Payment
  • Order Receipt Email was sent (if send system emails is allowed under submit options)
  • Contact Added to Sequence (if applicable*)
  • Contact Added to Member Group(s) (if applicable*)
  • Contact Added to Course or Event Registration etc. (if applicable*)
• Review the Notice as needed, then Save and Close to complete the Order.

*For actions the system can preform  upon the successful completion of an order,  such as send welcome emails, or add customer to a member group, see help section: Introduction to Rules and Sequences for Ecommerce 

Click the Next Button to proceed to the next content module in sequential order, or you may jump ahead to any section of the order editor / new order process via the links below.

Help Topics on How to Create and Process an Order:

• Create a New Order via Ecommerce/Orders  
• Assign the Contact for the Order to be Sold To  
• - In the Order Editor - Add Order Items to Order  
• - In the Order Editor - Select Shipping Method  
• - In the Order Editor - Select Payment Method  
• - In the Order Editor - Apply Coupon Code Discount to Order  
• - In the Order Editor - Order Entry Submit Options  
• - In the Order Editor - Submit Order for Processing  

Related New Order Topics:

• Create Invoice Order with Pay In Full and Send Payment Link To Customer  
• Create Invoice Order with Payment Plan  
• Process a Payment Against an Invoice  
• Create Event Registration Order  
• Event Registration with Different Attendee than Payee