Manage Orders with Stripe
When you've started receiving orders via Stripe, you'll be able to see and manage them by navigating at the WooCommerce > Orders page. You're able to:
- filter orders
- change the status of an order
- add notes and/or share them with your customer(s)
- refund an order without leaving this page
- void an order
- capture charges
You can navigate at the WooCommerce > Orders page and right above the orders, you can find many helpful filters that you can use to easily sort your orders. More specifically:
- There are tabs with the order statuses on the top of list which can allow you to easily filter orders based on their status
- You can use the "Dates" dropdown list to filter orders based on the month and year they were placed. You can also sort orders from oldest to newest or vice versa by clicking on the Date column title.
- Furthermore, you can filter orders based on their type. Kindly note that extensions may also add extra filters that you can use for even more advanced filtering.
You can make some changes to the order like change their status, refund, void them or even capture a charge if the authorization type for Stripe is set appropriately (check the previous step for more information).
To do that, you'll need to click on an order and you'll be redirected to a specific page that will allow you to proceed with the above.
Change order status
If you want to make changes to the order status of an order, you can do it by clicking on the Status: dropdown list and choosing the status you'd prefer. Kindly note that by default, WooCommerce will set the order of a status in Processing or Completed when a payment has been completed.
Manually changing to a Cancelled order status will automatically void the order and may cause confusion to your customers, so make sure you go through the order statuses and what they can affect in this article if you aren't acquainted with them.
Edit general order information
You can also edit more general information of an order, like the date that it was created, the billing and/or shipping address, and even assign it to a different customer account if you'd prefer that. For the Billing and Shipping addresses, make sure to first click on the pencil icon on the upper left corner of the addresses in order to proceed.
There's a column on the right side of the page that allows you to add notes, either for your personal use or to inform the customer for any changes to their order. In WooCommerce, the color of the notes is important as it can help you understand who or what has added these notes. More specifically:
- red color is reserved for extension and WooCommerce notes. Those system notes will usually inform you of any automatic, plugin-related changes to the order. These notes are extremely useful when troubleshooting issues that you may encounter in your shop or a good way to double-check if everything went through as expected with this order.
- gray color is reserved for personal notes. Those are the notes that your or other shop managers can add to the order if there's any important information you want to keep track of. Those notes will not be visible to the customer.
- blue color is reserved for customer notifications. These notes will be sent to your customer's email address and share the note with them. It's a great feature if you want to quickly inform the customer of any changes to their order.
Capture an order
This is only available when the authoriziation type of your payment gateway - in this case, Stripe - is set to Authorization. Some payment gateways support the feature to allow you to selectively capture part of the payment instead of the entire amount.
You can find out how to configure the authorization type of the Stripe native integration in your shop by checking this article.
If this feature is enabled, you'll need to manually capture the payment by clicking on an order on the WooCommerce > Orders page and then clicking on the Capture Charge button that will be visible there.
Void an order
Voiding an order in WooCommerce is closely tied to the status of the order. To void an order, you'll need to navigate to the WooCommerce > Orders page, click on an order, and change its status to Cancelled. Then, click on the Update button on the right side of the page.
Be careful of making this change unless you're absolutely sure as it will cancel and void the order.
Refund an order
Refunding an order can be done directly from your shop. To do that, you'll need to navigate to a specific order and then click on the Refund order that can be found in the lower left corner after the total amount of the order. You can decide if you want to partially or fully refund an order, however, kindly note that this change is final and you can't cancel it after you've proceeded.